#CryptoTreasuriesBuy
About CryptoTreasuriesBuy
Corporate crypto treasuries expanded holdings last week. Strategy bought 950 BTC after a roughly two-week pause, lifting its total to 846,000 BTC. Strive added 1,355 BTC, taking its holdings to 26,355 BTC. BitMine bought 27,562 ETH, bringing its total to nearly 5.98M ETH, with about 5.07M staked. One company's buying cannot set market direction, but sustained treasury demand alongside ETF inflows could gradually affect tradable supply. Focus is on whether buying continues as prices rise.
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The market is generally strong today, but each of the three coins has its own story.
$BTC 85,976, up 6.3%. Institutional continuous buying is the main theme, and the Strategy add position signal is still active. The short-term hurdle is $89K-$94K, where whales have placed short orders to hedge, so don't rush too hard.
$ETH 2759, up 5.9%. Today's rise is stronger than many expected. Underlying protocol security is advancing, institutional infrastructure is gradually
ETH in the last 12 hours, long positions on the entire ETH network liquidated $14.088 million, short positions liquidated $85 million
Today, ETH broke through 2700 eight hours ago, but lacked momentum to hold it, then repeatedly fell below 2650. Influenced by BTC's recent violent surge, ETH just broke through 2700 again, reaching a high of 2714. I am now confident that the 2800 take profit can be achieved today #CryptoCapReclaims2.8T #ZEC38KShortClosed #TrumpGulfIranTalks
🔥 NEW: BitMine bought 27,562 $ETH last week, bringing its total holdings to 5.98 million ETH.
Publicly listed companies have started scrambling for coins again, but BTC treasury and ETH treasury might not be the same business.
Strategy bought another 950 BTC, raising total holdings to 846,000 BTC; Strive increased holdings by 1,355 BTC. On the other side, BitMine purchased 27,562 ETH, with total holdings close to 5.98 million ETH, of which about 5.07 million ETH are already staked.
Several listed companies increasing positions simultaneously #DailyOrbit
🚨 ANOTHER 950 BTC JUST DISAPPEARED FROM THE MARKET
Strategy bought roughly 950 $BTC for about $75.7M.
Their total holdings:
846,000 BTC.
Meanwhile, BTC just pushed above $85K.
The interesting question isn't whether one company bought.
It's:
How much institutional demand is willing to keep buying during this recovery?
👀 Accumulation or timing risk?
#BTC #Bitcoin #Crypto #MSTR
Strategy tracking day 635
$MSTR now ranked 169th largest US company by market cap. Jumped 141 places in the last 49 trading days. $70.8 Billion market cap.
14th largest publicly traded equity by volume. Yuge day, $6.9 Billion traded.
Passed toothpaste, Target & Carvana in the crosshairs.
For context $CVNA has $4.6B in net assets (vs $MSTR $59 Billion). Carvana is trading at 16x Price to Book Ratio, $MSTR trading at ~1.4x P/B ratio.
Efficient markets hypothesis 🤷♂️
Jeff Walton
Strategy tracking day 586
$MSTR now ranked 310th largest US company by market cap. Fell 77 positions in the last 27 trading days.
Back in no man’s land of the top 500 US companies.
For comparison sake:
$VG Venture Global, holds $10.7 Billion in Net assets, generated $4.8 Billion in net income last year.
$VG is 73% leveraged on debt relative to their Property / Plant / Equipment assets
Trading at a 3.1x Price to Book ratio.
—————-
$MSTR holds $56B in assets ($53B BTC / $3B cash)
Has $22B in notional O/S Debt / Credit ($6.7B debt / $15B credit)
If you net out the Debt and Pref notional, $MSTR is holding $34 Billion in net capital.
—————-
Twilio $TWLO has $7.7B in net assets, had net income of $250 million, trading at 4.2x price to book, 326 P/E.
AND 55% of Twilio’s net assets are GOODWILL. ($5.2B / $9.5B)
If you back out Goodwill, Twilio has net assets of $2.5 B ($4.3B assets -$1.7B liabilities).
*Goodwill adjusted Price to Book Ratio of 13.2x*
—————
Jabil $JBL, if you back out goodwill and intangible assets has more liabilities than assets, and $1B of net income.
$MSTR is now at a $66.4B market cap, ranking as the 182nd-largest U.S. company by market cap.
Jumped 13 spots today!
It now sits ahead of Simon Property but below Royal Caribbean.
