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How a $100M Bitcoin backed loan can rewrite the corporate treasury playbook

The corporate Bitcoin (BTC) treasury trade that validated itself through the second quarter hit a wall in the fall. Public companies added 159,107 BTC in the second quarter, pushing total corporate holdings to roughly 847,000 BTC, approximately 4% of the capped supply, and proving that “Bitcoin on balance sheet” worked as a capital-markets play. дальше »

2025-11-7 12:19


You’ve Been Misled! The 4-Year Bitcoin Cycle Doesn’t Actually Exist—Expert

According to comments from the creator of the stock-to-flow model, the familiar four-year cycle tied to Bitcoin halvings may no longer be a sure guide for traders. Related Reading: You Want $1K XRP? You’ll Need Iron Nerves — Or ‘Mental Illness’, Analyst Says The analyst — known as PlanB — warned that using just three past cycles to predict future tops is risky, and he said the next peak is not guaranteed to fall 18 months after the last halving in October. дальше »

2025-10-23 12:00


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From $4B peak to shutdown: What Kadena’s fall teaches other L1 blockchains

When Kadena Organization, the company behind the Kadena blockchain, announced it was shutting down operations on Oct. 21, the message was formal, quiet, and devastatingly simple. The company thanked its community, cited “market conditions,” and confirmed that it would cease all business activity and maintenance of the blockchain immediately. дальше »

2025-10-22 19:00


PlanB: Фаза роста биткоина еще не закончена

Последняя коррекция первой криптовалюты ниже $108 000 не означает окончание бычьего рынка. Фундаментальные показатели указывают на продолжение роста, отметил создатель модели S2F и аналитик PlanB. Bears think $126k was the top, and btc will fall below $100k, and 2026 will be a bear market mainly because … the 4 year cycle!? IMO that is a […] дальше »

2025-10-21 15:41