Coinsori

Fintech startup Aven is adding bitcoin to its repertoire, rolling out the Aven Bitcoin Visa Card that will offer a bitcoin-backed line of credit of up to $1 million.

Also, in what the firm calls "a first for bitcoin lending," the card features fixed-rate, fixed-term loans of up to 10 years at a 7.99% APR rate. This is compared to the shorter terms and higher rates typically offered in bitcoin lending.

"Bitcoin-backed loans generally have APRs of 10% or more and loan terms of up to 12 months, according to an April 2026 analysis of leading bitcoin-backed loan providers by Aven," the firm wrote in an announcement.

Borrowers will deposit their bitcoin collateral with BitGo.

Aven is a fintech company founded in 2019 that operates a "machine-banking" platform focused on asset-backed credit cards. The firm aims to provide consumer borrowers with lower interest rates by using their existing assets, like securities and home equity, as collateral, instead of relying on traditional credit scores or unsecured debt.

The firm claims to cut interest rates by up to 50% and to have saved users $300 million in interest payments since its founding.

Like Aven’s other cards, the Aven Bitcoin Visa Card will be issued by the Washington state-chartered Coastal Community Bank. The card has no annual or origination fees and offers unlimited 2% cash back on purchases.

Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.

2026 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
source: https://www.tradingview.com/news/the_block:40847a726094b:0-aven-bitcoin-visa-card-will-offer-btc-backed-line-of-credit-of-up-to-1-million/

A crypto analyst has warned against giving in to the FOMO and buying Bitcoin (BTC) at new highs. He noted that although the cryptocurrency could continue its upward move and even push past $80,000, this does not necessarily signal the end of the broader bear market. Instead, he argues that the move could be a strong distribution phase, leading to further declines. He also projects that Bitcoin could still experience a deeper correction, with a potential market bottom forming near $40,000.

Analyst Warns Against Buying BTC At $85,000

@Sherlockwhale, a crypto market analyst on X, is sounding the alarm for traders who believe Bitcoin could glide smoothly past the $83,000-$88,000 price range without encountering resistance. According to him, this zone exhibits more sell pressure than any other level in BTC’s current chart structure.

The analyst based his view on a broader Fibonacci retracement structure drawn from Bitcoin’s past move between $97,000 and $60,000. He described this range as a full impulse wave to the downside, followed by a recovery phase where the price has been making higher rebounds but still facing sharp pullbacks.

From this structure, @Sherlockwhales identified key upside levels on BTC’s chart at $83,435 (0.618 Fib), $84,647 (0.65 Fib), and $89,797 (0.786 Fib). He noted that this cluster forms a major untested resistance zone on Bitcoin’s weekly chart. According to him, untested resistance areas like these tend to attract heavier sell pressure because traders who bought at those levels are still underwater and may look to exit as the price returns toward breakeven.

Further explaining, @Sherlockwhales stated that the average cost basis for all US Spot Bitcoin ETF holders is currently $87,830. This means that investors who bought the ETF over the past two years are still holding substantial unrealized losses, with BTC currently trading below their entry level. According to the analyst, this makes the $87,000 to $88,000 range an important psychological level for the market.

He noted that if Bitcoin returns to this upper range, many ETF investors would reach breakeven for the first time in months. He added that this could trigger increased selling pressure, as investors who have been in pain since its ATH in October 2025 may choose to sell their coins to recover past losses.

Similarly, @Sherlockwhales noted that the short-term holder cost basis currently sits around $80,100. He explained that whenever Bitcoin moved above this basis, it formed a local top because short-term holders took the opportunity to exit the market at a profit. The analyst emphasized that this pattern has already played out twice, each time leading to a sharp price breakdown. He now warns that if BTC experiences another upward rally toward $80,000, it could fuel another wave of selling pressure and potentially lead to a similar pullback.

Analyst Predicts BTC Crash To $40,000 And Where To Buy

Because @Sherlockwhales believes most underwater investors would sell their coins for a profit at upper resistance levels, he warns traders not to buy BTC around $85,000, suggesting it could be a bull trap. He predicts that the Bitcoin price could crash toward $40,000, possibly marking its final bottom before a new bull trend begins.

Rather than buying at $85,000, the analyst urges investors to wait until October before entering the market. He noted that prices during this time window would present the most favorable long-term buying opportunity for traders.
source: https://www.tradingview.com/news/newsbtc:3ea9f8cfd094b:0-bitcoin-is-headed-for-40-000-analyst-reveals-the-best-time-to-buy-btc/

Key points:
In a post on X, Peter Schiff said Bitcoin’s price would be below $60,000 by the time MSTR accumulates 5% of BTC supply.
Strategy currently holds about 818,334 BTC, representing nearly 4% of the circulating supply.
The Bitcoin proxy is also closing in on Satoshi Nakamoto’s estimated holdings of about 1.1 million BTC, which accounts for 5.2% of Bitcoin’s total supply.
Long-time Bitcoin (BTC) critic Peter Schiff on Monday challenged Strategy (MSTR) executive chairman Michael Saylor's claim that BTC’s price could reach $1 million once the company accumulates around 5% of the total supply.

“MSTR now owns 3.9%,” he wrote in a post on X. “If buying the next 231,666 BTC has the same impact on Bitcoin's price as buying the last 231,666, Bitcoin will be below 60k when MSTR finally hits 5%.” https://x.com/PeterSchiff/status/2048745034468458826

MSTR remains committed to its ‘BTC Gain’ metric despite warnings of diminishing marginal returns in price action, like the one from Schiff. Saylor has called it the “Bitcoin Standard” and the “closest analog to net income” for measuring performance in BTC accumulation.

Michael Saylor Says Bitcoin Will Hit $1 Million

In December last year, the Strategy executive chairman stated that, on a larger scale, ownership thresholds would coincide with dramatically higher Bitcoin prices. If Strategy were to reach roughly 5% of Bitcoin’s circulating supply, Saylor said, the price could approach $1 million per coin.

At 7.5%, he suggested Bitcoin could trade closer to $10 million, a move he attributed to structural supply constraints rather than speculative demand. “It costs us $50 billion to get to 3.2%. The next $50 billion won’t get me 3.2%—it’ll probably get me 1% or less,” Saylor said.

MSTR Nears 4% Of Bitcoin Supply Following New Buy

Schiff's comments come after Strategy announced it bought 3,273 BTC over the past week for around $255 million. The company’s overall Bitcoin holdings stand at around 818,334 BTC, which is nearly 4% of the apex cryptocurrency’s total circulating supply.

Strategy is also closing in on Satoshi Nakamoto’s estimated 1.1 million BTC holdings, which account for roughly 5.2% of total supply.

MSTR’s stock fell more than 1% in midday trade amid broader weakness in both the cryptocurrency and equity markets. Bitcoin’s price dropped more than 1.6% in the last 24 hours to around $76,800. The overall cryptocurrency market moved 1.4% lower, holding above $2.6 trillion.

On Stocktwits, retail sentiment around Strategy and Bitcoin remained in ‘bullish’ territory over the past day. Chatter remained at ‘high’ levels for MSTR’s stock, while chatter around BTC stayed at ‘normal’ levels.
source: https://www.tradingview.com/news/stocktwits:28f78f659094b:0/

Bitcoin price has remained stuck within a tight range between $77,000 - $80,000 as investors seem to be opting for a cautiously optimistic outlook ahead of key events like the Federal Reserve’s upcoming interest rate decision and the finalized transition of Fed leadership.

After a failed breakout attempt that failed to breach the $79,500 resistance during last week’s peak liquidity window, Bitcoin price traded sideways throughout the day.

Powell’s final policy cycle in focus

Even though consistent buying demand from Spot Bitcoin ETFs, including the newly launched Morgan Stanley (MSBT) fund, has prevented a breakdown below the $77,000 support level, traders are looking ahead to the FOMC meeting and the subsequent press conference set for early next month.

This would be the final major policy cycle under Jerome Powell before his term officially concludes, as his responsibilities are set to end on May 15, 2026, with Kevin Warsh positioned as the likely successor.

Markets are pricing in a second straight pause in interest rate hikes, though the "higher-for-longer" narrative remains the dominant market sentiment.

US year-ahead inflation expectations rose to 4.7% this month, fueled largely by spiking energy prices.

Meanwhile, April 27 marks a critical release date for Federal Funds Effective Rate data, which currently hovers around 3.64%.

The Fed remains vocal about its 2% inflation target.

Any nowcast data suggesting that GDP growth is too hot or that inflation is sticky prevents Bitcoin from making a decisive breakout, as it signals that the restrictive monetary environment will persist longer than anticipated.

Middle East tensions weigh on sentiment

Against this backdrop, geopolitical tensions in the Middle East remain a primary driver of market volatility and risk-off sentiment.

The situation around the Strait of Hormuz continues to disrupt global supply chains and energy markets.

Iran is still restricting daily passage through the Strait of Hormuz to approximately 10 ships per day, which represents a massive reduction from standard operating capacity.

At the same time, the IMF’s April 2026 World Economic Outlook has lowered the appetite for risk assets across the board.

Global growth projections have been revised downward to 3.1% for 2026 as a direct result of persistent regional conflicts and the tightening of credit conditions globally.

As such, the market remains in a state of suspended animation, unable to price in a full recovery while energy-driven inflation looms.

If a definitive ceasefire is reached and the Strait is fully reopened, then we could see a relief rally that finally pushes Bitcoin past the $80,000 mark.

Thin liquidity till $85k

According to crypto analyst Daan Crypto Trades, there’s pretty thin liquidity until that $85K mark.

While there are some smaller levels visible as the price has been "taking the stairs up," the heatmap indicates a lack of major resistance clusters in the immediate overhead.

This means the upside rally could move very quickly once the $80,000 level is decisively breached, as there is little standing in the way of a push toward $85,000.

However, the analyst also cautions that on the downside, there is nothing major to catch a potential fall until the $65K region.

As such, Bitcoin is currently navigating a range where volatility could spike in either direction if the current sideways range is broken.
source: https://www.tradingview.com/news/invezz:6ef87733a094b:0-why-is-bitcoin-stuck-below-80-000/

Benchmark initiated coverage of DDC Enterprise (NASDAQ: DDC) in a Monday note, giving it a Buy rating and $3 share price target, pointing to what it calls a "clear runway" for the company to more than double its bitcoin holdings in 2026.

In the report, Benchmark analyst Mark Palmer said DDC stands out among a now-crowded sea of corporate bitcoin treasury firms aiming to replicate the playbook popularized by companies like Strategy, citing its established roots as a global Asian food platform that includes a portfolio of brands like DayDayCook, Nona Lim, and Yai's Thai.

DDC held 2,383 bitcoin as of April 21 and is looking to reach 5,000 BTC by year-end 2026. If achieved, the move would push the company from roughly the 30th-largest public bitcoin holder closer to breaking into the top 20, according to The Block's data.

Benchmark said that its accumulation strategy, which has leaned on equity-linked deals and other purchases, allows the company to scale holdings while preserving "balance sheet flexibility."

Palmer also noted that DDC's ready-to-eat and ready-to-cook meal business gives it more operational stability and revenue channels contributing to its overall valuation, compared to other pure-play bitcoin treasuries.

The company reported $39.2 million in revenue for its 2025 fiscal year, up 4.6% year over year, and posted its first full year of positive adjusted EBITDA.

Benchmark therefore sees a disconnect between DDC’s share price and its underlying asset value, a gap commonly measured by bitcoin treasury companies using metrics like modified net asset value, or mNAV.

Palmer pointed to DDC trading at an mNAV of about 0.45, while its net asset value per diluted share sits at $3.61, more than double its current share price of $1.65.

AI treasury pivot

DDC has also rolled out what it describes as an "AI‑driven operating system" for managing its bitcoin treasury accumulation.

"Many companies now hold Bitcoin on their balance sheets, but few have built dedicated infrastructure around how these positions are managed," DDC CEO Norma Chu said in a release last week.

The system is said to aggregate data to help guide capital allocation decisions, with the goal of "improving the quality, consistency, and speed of treasury analysis within clearly defined governance parameters."

Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.

2026 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
source: https://www.tradingview.com/news/the_block:b8bc598a5094b:0-clear-runway-to-5-000-btc-benchmark-initiates-asian-food-platform-ddc-sees-70-upside/

1132 ET - Bitcoin is down 1.1% to $77,354 this morning, according to data from LSEG. The slide comes in part as bitcoin struggles to make a push past the near-term psychological barrier of $80,000, and also as the Federal Reserve will be announcing its next decision regarding interest rates on Wednesday. Markets mostly expect the Fed to keep rates unchanged, but the uncertainty around what outgoing Fed chairman Jerome Powell's next steps are, as well as the impending likely confirmation of Kevin Warsh as the new chair, have investors on edge. "Right now, Bitcoin is stuck in a tug-of-war," says Nic Puckrin of Coin Bureau in a note. The potential of change coming from an incoming Warsh regime has traders nervous, Puckrin says. (kirk.maltais@wsj.com)

1025 ET - The Swiss National Bank could tolerate gains in the franc in order to hedge against imported inflation, Morgan Stanley strategists say in a note. Import prices rose in March, driven by a rise in energy prices due to the Iran war. This could dampen market expectations about SNB currency interventions to weaken the franc, they say. The franc looks poised to outperform if global growth concerns weigh significantly on global bond yields, they say. The euro rises 0.1% to 0.9208 francs. (renae.dyer@wsj.com)

1018 ET - Bitcoin and other major cryptocurrencies are lower across the board, with profit-taking seen as a driving force. "Investors could move to secure their gains ahead of the busy economic calendar this week and amid the uncertain geopolitical situation in the Middle East," says Van Ha Trinh of Exness in a note. But any progress in negotiations to reopen the Strait could quickly whet the appetite of investors for risk-on assets, including cryptocurrency. Bitcoin is down 0.8% to $77,642, while ethereum falls 2.5% to $2,305 and XRP is down 2% to $1.40. Solana slides 2.3% to $84.79. (kirk.maltais@wsj.com)

0955 ET - Risks for the dollar look increasingly skewed towards the currency falling, Morgan Stanley analysts say in a note. Foreign exchange markets are seemingly becoming less sensitive to headlines related to energy supply disruptions due to the war, with investors looking at longer-term themes, they say. "Indeed we think investors tend to agree with our view that there is more scope for the dollar to trade at a deeper discount to rate differentials." However, the analysts are cautious about turning outright negative on the dollar as they think investors might be underestimating shortages of refined energy products which could lead to weaker expectations for economic data and risk aversion. The DXY dollar index falls 0.2% to 98.322. (renae.dyer@wsj.com)

0952 ET - In his confirmation hearing to lead the Fed, Kevin Warsh said he likes to look at trimmed-mean inflation metrics to get a read on underlying price trends. Given that these readings have been lower than headline inflation rates recently, Warsh may back away from citing them in official policy decisions, analysts at Wrightson suggest. When push comes to shove, "we suspect that Warsh himself would be careful to avoid the appearance of cherry-picking favorable inflation measures at a time of widespread dissatisfaction with the cost of living," Wrightson says. Warsh has pledged to bolster Fed credibility. "Telling the public that high inflation readings are misleading would be a tough sell," the firm notes. (matt.grossman@wsj.com; @mattgrossman)

0930 ET - The Bank of England monetary policy committee members could vote by a majority of eight to one in favor of keeping interest rates on hold during Thursday's rate decision, Morgan Stanley's Bruna Skarica and Fabio Bassanin say in a note. The BOE is expected to provide policy guidance on the potential direction of future interest rate decisions, they say. Given the high energy costs and increased risk of inflation, the BOE faces the dilemma of whether potential interest rate rises to control inflation would be worth the estimated loss in economic growth, the strategists say. (miriam.mukuru@wsj.com)

0920 ET - Treasury yields rise as political violence resurges in the U.S. and President Trump says peace talks with Iran can be done by phone. The gunman suspected of targeting Trump at Saturday's White House Correspondents' dinner in Washington, is set to appear in court. The Fed is expected to keep rates on hold Wednesday. The ECB, the BoJ and the BoE are also having rate-setting meetings this week. The 10-year yield is at 4.318%, up from 4.306% earlier today. The two-year rises to 3.797% from 3.785%. (paulo.trevisani@wsj.com; @ptrevisani)

0911 ET - The path looks clear for Kevin Warsh's confirmation as Fed chair. But the leadership transition likely won't bring an immediate change to the Fed's policy stance in the months ahead, Goldman Sachs economist David Mericle says in a note to clients. "A new chair might not have as much influence as Powell had in pressing for cuts when the FOMC is divided," he says. And setting aside Warsh's sway, the incoming chair may not turn out to be much more eager to cut rates than Powell is, especially while uncertainty around the war in the Middle East remains high. Goldman still thinks easing is on the way before year end, however, holding onto its previous forecast that the Fed will cut by a quarter point each in September and December. (matt.grossman@wsj.com; @mattgrossman)

0901 ET - Banks halted the issuance of new subordinated bonds in the euro market last week due to uncertainty around the Middle East conflict, Societe Generale's Juan Valencia says in a note. Subordinated bonds are ranked lower than senior bonds in priority for repayment, making the bonds risky for investors. High uncertainty has led to risk aversion among investors, causing issuers to pause the supply of new risky bonds. (miriam.mukuru@wsj.com)

0825 ET - Investors are expected to pay attention to the Bank of England vote split during this week's interest-rate decision, Insight Investment's Jill Hirzel says in a note. The BOE is widely expected to keep interest rates unchanged at 3.75%, with investors pricing in an 84% probability of that outcome, LSEG data show. Markets are also expected to focus on any updates regarding U.K. growth and inflation forecasts, Hirzel says. The growth forecasts are expected to be revised downward while inflation forecasts are likely to be revised upward, she says. (miriam.mukuru@wsj.com)

0758 ET - Market pricing reflects a higher probability of Bank of Engalnd interest-rate hikes than is warranted, UBS's Dean Turner says in a note. All eyes at this week's BOE meeting will be on evidence of second-round effects, such as in wage and price-setting behavior, and how monetary policy may need to respond, he says. However, the BOE's Decision Maker Panel and Agents' summary suggest the energy-price shock is more likely to weigh on company margins and demand than generate a wage-price spiral. "Despite the fact that one-year ahead inflation expectations have risen, longer-term expectations remain well anchored and expected wage growth is not rising." Risks to growth also suggests central banks will stick with a cautious approach, Turner says. (edward.frankl@wsj.com)

0756 ET - The Bank of England's could deliver a split vote on leaving interest rates unchanged Thursday, with some policymakers favoring raising rates, HSBC's Paul Mackel says in a note. Sterling's potential to benefit from this looks limited, however, as the market is already pricing in a significant degree of policy tightening, roughly 60 basis points by year-end, he says. Some BOE members, including Megan Greene and/or Huw Pill, could vote for a rate rise, surprising expectations for a 9-0 vote to keep rates steady, he says. Sterling rises 0.2% to a 10-day high of $1.3563 against a weaker dollar, LSEG data show. The euro trades flat at 0.8658 pounds. (renae.dyer@wsj.com)

source: https://www.tradingview.com/news/DJN_DN20260427006497:0/

Strategy (previously known as Microstrategy) expanded its Bitcoin holdings last week, purchasing an additional 3,273 BTC for approximately $255 million, even as analysts flagged concerns about the sustainability of the recent price rally.

The acquisition, disclosed in an 8-K filing with the US Securities and Exchange Commission, was made at an average price of $77,906 per bitcoin between April 20 and April 26.

The latest purchase brings Strategy’s total holdings to 818,334 BTC, valued at roughly $63.7 billion.

The company’s average purchase price stands at $75,537 per bitcoin, translating to a total cost basis of about $61.8 billion, including fees and expenses, according to co-founder and executive chairman Michael Saylor.

This stash represents about 3.9% of Bitcoin’s fixed 21 million supply, implying approximately $1.9 billion in unrealized gains at current prices.

Equity funding drives latest purchase

Unlike previous acquisitions, the latest Bitcoin buy was funded entirely through the sale of Strategy’s Class A common stock (MSTR).

The company sold 1,451,601 shares last week, raising approximately $255 million.

As of April 26, about $26.47 billion worth of MSTR shares remain available under its at-the-market (ATM) program.

These programs form part of Strategy’s broader “42/42” plan, which targets $84 billion in capital raises through equity and convertible notes for Bitcoin purchases through 2027.

Strategy has also expanded its funding toolkit with multiple preferred stock offerings, including STRK, STRC, STRF, and STRD, with respective ATM programs of $21 billion, $4.2 billion, $2.1 billion, and $4.2 billion.

Notably, the latest purchase did not utilize STRC, a variable-rate preferred stock that has recently become a key funding source for Bitcoin acquisitions.

The company has proposed shifting STRC dividend payments from monthly to twice monthly, stating the move could “lead to reduced reinvestment lag, enhanced liquidity, market efficiency, and increased price stability.”

Saylor had hinted at the latest purchase ahead of time, posting an update on the firm’s Bitcoin tracker with the comment, “The beat goes on,” following its previous week’s acquisition of 34,164 BTC.

Bitcoin rally shows mixed signals

Bitcoin’s recent price action has presented conflicting signals.

While institutional participation appears strong, underlying demand metrics remain weak.

According to CryptoQuant CEO Ki Young Ju, “Bitcoin is currently futures-driven,” adding that “open interest is rising, but on-chain apparent demand remains net negative despite ETF inflows and Saylor buys.”

At the same time, BlackRock’s iShares Bitcoin Trust recorded $983 million in weekly inflows, its “highest level in six months,” highlighting a divergence between institutional flows and on-chain activity.

Derivatives markets have also played a significant role in recent volatility.

Bitcoin briefly approached $80,000 before retreating below $78,000, with heavy selling pressure cited as a key factor.

On-chain analyst Darkfost noted that roughly $1.2 billion in sell volume hit Binance’s order books within a single hour, with total selling pressure reaching about $1.35 billion across exchanges.

He added that funding rates have remained “deeply negative for several weeks,” recently hitting around -7%.

Corporate buying under scrutiny

Some analysts argue that the current rally may be driven by a narrow set of buyers rather than broad market participation.

Research from 10X Research suggests corporate demand, led by Strategy, has been a primary driver of Bitcoin’s recent gains, alongside modest inflows from stablecoins and ETFs.

This concentration has raised concerns about the durability of the rally, as it lacks synchronized growth across spot markets, leverage, and liquidity.

Critics have also weighed in on Strategy’s aggressive Bitcoin accumulation strategy.

Gold advocate Peter Schiff warned that Saylor’s approach could lead investors toward “financial ruin.”

He also argued that Strategy’s funding model has shifted from low-cost instruments to higher-yield offerings, claiming this reflects changing investor preferences.

Bitcoin was trading around $78,129, almost unchanged, up about 0.03% over the past 24 hours, even as retail sentiment remained broadly bullish.
source: https://www.tradingview.com/news/invezz:fdd310c05094b:0-strategy-mstr-buys-255m-btc-as-rally-faces-demand-concerns/

The crypto market looks fundamentally stronger as bitcoin (BTC) approaches $80,000, according to analysts at Bernstein, with the recent $60,000 lows marking a clear trough.

The research and brokerage firm pointed to steady institutional inflows from asset managers and wirehouses, Strategy's (MSTR) STRC-fueled bitcoin accumulation, and the growing integration of blockchain rails into real-world finance as key drivers of asymmetric upside.

"The best days of crypto are ahead which will reflect in a higher and structurally longer crypto bull cycle," the analysts led by Gautam Chhugani wrote in a note to clients on Monday.

Institutional demand led by exchange-traded funds is strengthening bitcoin's ownership base, with around 60% of supply not moved in over a year, while Strategy's STRC perpetual preferred product is scaling as a high-yield, low-volatility vehicle attracting income-focused investors and funding further bitcoin accumulation beyond its current 818,334 BTC holdings, the analysts said.

Institutional access also continues to expand, Bernstein noted, with new distribution channels from Morgan Stanley's bitcoin ETF and Charles Schwab's spot bitcoin and ether trading platform opening up in recent weeks and broadening participation.

Meanwhile, stablecoin adoption has increasingly decoupled from crypto market sentiment and price cycles, the analysts highlighted, demonstrating persistent, real-world demand for dollar-backed payments and settlement rails, with stablecoin supply at all-time highs of more than $300 billion.

Beyond stablecoins, private credit and Treasuries are expanding the $345 billion tokenized real-world asset space 110% year-over-year, with platforms like Hyperliquid also seeing rising activity in onchain equities and commodities trading, the analysts noted.

However, some concerns remain, with quantum computing posing a real but manageable long-term risk, the analysts acknowledged, while expecting sufficient time for the blockchain ecosystem to transition to post-quantum security.

Gautam Chhugani maintains long positions in various cryptocurrencies. Bernstein or its affiliates may receive compensation for investment banking services from Strategy.

Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.

2026 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
source: https://www.tradingview.com/news/the_block:3dc59496c094b:0-the-best-days-of-crypto-are-ahead-bernstein-sees-asymmetric-upside-and-structurally-longer-bull-cycle/

Bitcoin and other major cryptocurrencies are lower across the board, with profit-taking seen as a driving force. "Investors could move to secure their gains ahead of the busy economic calendar this week and amid the uncertain geopolitical situation in the Middle East," says Van Ha Trinh of Exness in a note. But any progress in negotiations to reopen the Strait could quickly whet the appetite of investors for risk-on assets, including cryptocurrency. Bitcoin is down 0.8% to $77,642, while ethereum falls 2.5% to $2,305 and XRP is down 2% to $1.40. Solana slides 2.3% to $84.79. (kirk.maltais@wsj.com)
source: https://www.tradingview.com/news/DJN_DN20260427005844:0/

Michael Saylor’s Strategy, the world’s largest public Bitcoin holder, added more Bitcoin last week as BTC traded above $77,000.

Strategy acquired 3,273 Bitcoin for $255 million between April 20 and 26, according to an 8-K filing with the US Securities and Exchange Commission on Monday.

The purchases were made at an average price of $77,906 per coin, raising Strategy’s cost basis to $75,537.

The company now holds 818,334 BTC, acquired for about $61.8 billion. At the time of publication, the holdings were valued at roughly $63.6 billion, according to CoinGecko.

No STRC buying last week

Unlike Strategy’s 34,164 Bitcoin purchase announced the previous week — its third-largest on record — the latest acquisition did not rely on STRC, the company’s perpetual preferred security.

According to the SEC filing, the purchase was funded entirely through Strategy’s Class A common stock (MSTR), which sold 1.45 million shares and raised $255 million.

The absence of STRC activity was previously noted by tracker STRC Live, which indicated no Bitcoin purchases tied to the security during the week.

Strategy co-founder Saylor previously signaled that the company would be boosting its holdings on Sunday, sharing a chart of Strategy’s Bitcoin purchase history with 107 BTC total purchase events since 2020.

Holding 818,334 BTC, Strategy has surpassed BlackRock, which holds about 812,300 BTC on behalf of its clients. However, it still trails the combined holdings of crypto fund issuers, which total roughly 1.32 million BTC, according to Wallet Pilot data.

According to Bitcoin advocate and Strategy investor Adam Livingston, Strategy is on track to accumulate a total of 1.2 million BTC by the end of 2026, positioning the company to acquire 381,666 more BTC.

So far this year, Strategy has acquired 144,551 BTC, equaling around 36,137 BTC acquired per month.
source: https://www.tradingview.com/news/cointelegraph:a4c0f7ebf094b:0-michael-saylor-s-strategy-adds-3-2k-bitcoin-at-nearly-78k-per-btc/

Key points:
Peter Schiff said Michael Saylor’s Bitcoin strategy could lead investors toward “financial ruin,” arguing the firm has shifted from 0% debt to 11.5% yields to attract demand.
He claimed the change reflected a weakening appetite for Bitcoin’s upside alone, with investors now prioritizing income over price gains.
Strategy CEO Phong Le defended the firm against ‘Ponzi scheme’ accusations, saying that dividends were funded through equity issuance backed by underlying assets.
Bitcoin’s biggest skeptic is back and this time he is targeting the market's most aggressive BTC bull. On Monday, critic Peter Schiff warned that Michael Saylor’s Bitcoin strategy could ultimately lead investors toward “financial ruin,” arguing that the firm’s shift towards double-digit yields signals a change in how the market is pricing Bitcoin exposure.

Gold bull Schiff replied to an X user, LaDoger, saying that Saylor was “leading [his followers] down a path to financial ruin,” after the user pointed out that the Strategy’s (MSTR) executive chairman had hit a 5 million following on his X account. LaDoger is a pseudonym used by a user who works in Strategy’s Engineering department.

LaDoger is best known in the crypto community as an AI artist who creates numerous Michael Saylor-themed generative artworks.https://x.com/PeterSchiff/status/2048717244952137940?s=20

Earlier in the day, Schiff also claimed that Saylor initially raised capital through low-cost instruments like 0% convertible notes to buy Bitcoin, allowing investors to gain exposure to the asset’s upside. However, he argued that the model has shifted, with Strategy now offering significantly higher yields, around 11.5%, to attract investors.https://x.com/PeterSchiff/status/2048721319919849735

Schiff claimed this change reflected weakening investor appetite for Bitcoin’s upside alone, suggesting that investors are now more focused on yield than price appreciation.

Strategy Pushes Back

The comments followed recent remarks from Strategy CEO Phong Le, who defended the company’s structure against claims that it resembled a ‘Ponzi scheme.’

Le explained that the company funded dividends primarily by issuing new equity at a premium to its net asset value, rather than relying on incoming investor funds without underlying assets. He argued this distinguished the structure from a Ponzi scheme and reflects a broader evolution in financial strategies tied to Bitcoin exposure.

Strategy CEO also acknowledged that the double-digit yield may appear high, but said it is supported by both Bitcoin’s historical performance and the company’s capital strategy.

Strategy has continued to raise funds this year as part of its broader effort to accumulate more Bitcoin. Strategy holds 818,344 BTC, with a current value of nearly $61 billion. If the firm were to add roughly $23 billion more in Bitcoin at current prices, it would surpass the holdings of Bitcoin’s pseudonymous creator, Satoshi Nakamoto, the largest holder, with $82 billion.

MSTR’s stock was up by 0.4% during morning trade on Monday. On Stocktwits, the retail sentiment around MSTR remained in the ‘bullish’ zone, while chatter stayed in the ‘high’ levels over the past day.
source: https://www.tradingview.com/news/stocktwits:5164931fe094b:0/

Strategy’s preferred equity instrument, STRC, has been trading below its $100 par value — a detail that has quietly drawn attention from investors watching the company’s ability to keep funding its Bitcoin purchases.

Saturn Steps In As Questions Mount

The company behind the Bitcoin treasury strategy recently attracted fresh capital despite the uncertainty. Saturn, a STRC-backed yield provider, put $18 million into STRC, bringing its total investment to $33 million.

The move came even as critics questioned whether demand for the instrument is strong enough to sustain Strategy’s aggressive acquisition pace.

STRC offers holders a monthly payout with an annual return of 11.5%, and the funds raised through it go directly toward buying more Bitcoin.

Still, the stock sitting below par has prompted questions. An account tracking STRC activity posted online over the weekend, estimating that the past week saw roughly zero Bitcoin purchased. “What will Monday’s 8-K confirm?” the post asked.

That question may already have an answer in the works.

Saylor Posts The Orange Dots — Again

On Sunday, April 26, Michael Saylor posted on X with a simple message: “The Beat Goes On.” Attached was Strategy’s so-called “Orange Dots” chart, a visual record of every Bitcoin purchase the company has made. Based on past trends, the post is widely read as a signal that another acquisition announcement is coming.

Strategy now holds more than 815,000 Bitcoin. Last Monday, the company added to that total with a $2.54 billion purchase, cementing its position as the largest corporate holder of Bitcoin in the world. No other publicly traded company comes close.

The title of Saylor’s post — “The Beat Goes On” — captures the tone he has maintained for years: steady accumulation, public signaling, and near-total indifference to critics. Schiff Calls It A ‘Ponzi’ Scheme

Peter Schiff, one of Bitcoin’s most vocal long-term critics, has been especially focused on STRC lately. He has called it “the most obvious Ponzi that has ever existed” and warned that the math behind the product doesn’t hold up under scrutiny.

His argument centers on the relationship between STRC issuance and Bitcoin’s price growth. According to Schiff, the claim that Bitcoin only needs to rise 2% annually to cover STRC’s 11.5% yield assumes the company stops issuing more STRC.

If issuance grows, the required rate of Bitcoin appreciation rises with it. He also warned Saylor of potential lawsuits, saying the product’s marketing could be considered misleading.

Schiff sees only one exit from what he calls a death spiral — canceling the dividend. But he says that move would itself trigger steep losses across STRC, Strategy’s stock, and Bitcoin prices.

Strategy has not publicly responded to Schiff’s claims. Saylor, for his part, appears unmoved. The orange dots keep getting added to the chart.

Featured image from MetaAI, chart from TradingView
source: https://www.tradingview.com/news/newsbtc:302b3d0eb094b:0-the-beat-goes-on-saylor-hints-at-another-bitcoin-buying-spree/

WILMINGTON, Del., April 27, 2026 /PRNewswire/ -- Compass Mining, a leading provider of Bitcoin mining infrastructure and services, today announced its new partnership with SpiderPool, the world's fifth-largest Bitcoin mining pool. The partnership will offer Compass Mining customers a 1% pool fee on Spider Pool's FPPS payment method, representing a 75% reduction compared to the pool's standard 4% fee.

The move comes as Bitcoin miners focus on cost efficiency amid tightening margins and historically low hashprice. By aggregating customer hashrate across its platform, Compass Mining is able to negotiate preferential rates typically reserved for larger operations. This agreement gives customers a way to reduce pool fees and improve payout consistency.

"Users were asking for better rates, so we delivered. We constantly try to understand our community's pain points and add as much value as we can," said Shanon Squires, Chief Mining Officer at Compass Mining. "Thanks to this partnership, our customers will enjoy the same industry-low rates that typically require large-scale commitments."
Spider Pool is a SOC 2 Type 1 & Type 2 certified operation that currently accounts for around 8% of global Bitcoin block production, making it one of the industry's largest and most established mining pools. As part of the partnership, SpiderPool will list Compass Mining as a preferred hosting partner on its website.

"From the transparency of our mining pool to our focus on non-custodial models, we have proven our commitment to decentralization and empowerment of individual miners, and so has Compass Mining," said Jack Chen, Founder at SpiderPool. "We are very proud to offer this special rate to their community and hope it can make a meaningful difference for their mining economics."
Compass Mining customers can access the discounted SpiderPool FPPS rate by setting up a SpiderPool sub-account with a "compass" prefix and linking it in their Compass Mining Dashboard. Once connected, the discounted fee is applied automatically. Check out the step-by-step guide to access the SpiderPool fee discount here.

To better understand how payout models work and how they affect your mining experience, read: Understanding Bitcoin Mining Pool Payout Structures: FPPS vs. PPLNS

This partnership builds on Compass Mining's broader efforts to secure better pool rates for its customers, following prior collaborations with partners such as NiceHash.

About Compass Mining

Compass Mining is a Bitcoin mining infrastructure and operations company that provides individuals and institutions with access to industrial-scale mining. Through its platform, customers can purchase ASIC hardware, host machines in professionally managed facilities, and access end-to-end services including logistics, repairs, site management, and ongoing operational support.

Compass Mining manages approximately 160 MW of capacity across ~20 facilities in North America. The company focuses on reliability, transparency, and performance, with a customer-first approach that supports miners from initial deployment through long-term operations. To learn more, visit compassmining.io.

About SpiderPool

SpiderPool is one of the world's leading Bitcoin mining pools, offering miners stable, secure, and efficient mining pool services. In addition to mining pool services, SpiderPool provides ASIC firmware optimization, hosting service, liquidity support, and mining-related financial products, all designed to help miners maximize profitability and manage operational risks. We are committed to continuously advancing the concept of a decentralized mining pool, with the ultimate goal of achieving full transparency. To learn more about SpiderPool, visit www.spiderpool.com.
source: https://www.tradingview.com/news/chainwire:f663c45c6094b:0-compass-mining-partners-with-spiderpool-to-offer-1-bitcoin-mining-pool-fees/

Bitcoin treasury firm Strive has continued buying coins, most recently acquiring 789 BTC for $61.43 million at an average cost of about $77,890 per bitcoin, according to CEO Matt Cole on Monday.

The firm now holds 14,557 BTC, worth about $1.3 billion at bitcoin's current price, according to The Block's data. This makes the firm the ninth-largest holder, ahead of bitcoin miner Hut 8 and behind Coinbase, according to Bitcoin Treasuries.

Like Michael Saylor’s Strategy, Strive also issues a preferred security called the Variable Rate Series A Perpetual Preferred Stock (SATA), designed to maintain a strike price between $99-$100, while offering a variable monthly dividend.

The firm raised about $160 million in SATA’s first offering last year and about $225 million in an upsized follow-on offering.

Strive also recently tightened SATA’s trading range while boosting its dividend yield to 12.75%, and announced plans to work with Tuttle Capital Management to create an ETF that would track SATA and Strategy’s Variable Rate Series A Perpetual Stretch Preferred Stock (STRC).

The firm first ramped up its bitcoin accumulation from capital markets activities, including purchasing 5,886 BTC after a PIPE investment and 5,048 BTC from its acquisition of Semler Scientific last year.

Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.

2026 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
source: https://www.tradingview.com/news/the_block:35c4a058c094b:0-strive-acquires-789-btc-bumping-ninth-largest-corporate-bitcoin-treasury-over-14-000-btc/

Strive Inc
ASST
:

STRIVE INC - PURCHASES ADDITIONAL ~789 BITCOIN, TOTAL HOLDINGS NOW ~14,557 BITCOIN

STRIVE INC - TRUE NORTH TO LAUNCH CORPORATE BITCOIN CURRICULUM IN OREGON
source: https://www.tradingview.com/news/reuters.com,2026:newsml_FWN41A0K8:0-strive-inc-purchases-additional-789-bitcoin-total-holdings-now-14-557-bitcoin/

Vivek Ramaswamy-backed Strive (ASST) moved higher in early-morning trade amid weakness in the cryptocurrency market, after the company announced that its total Bitcoin holdings had crossed 14,000.

In a filing with the Securities and Exchange Commission (SEC), the company said it had acquired 789 BTC for around $61 million at an average cost of $77,890 per Bitcoin. The company now holds a total of 14,557 BTC on its balance sheet, worth around $1.1 billion.

The filing also showed that the company held $90.5 million of cash and cash equivalents, and $50.3 million in the Variable Rate Series A Perpetual “Stretch” Preferred Stock of Strategy (MSTR).

ASST’s stock edged 0.5% higher in pre-market trade. Retail sentiment around the company trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.

Bitcoin’s price edged 0.3% lower in the last 24 hours to around $77,800. Retail sentiment around the apex cryptocurrency also trended in ‘bullish’ territory over the past day, but chatter remained at ‘normal’ levels.

Get updates to this developing story directly on Stocktwits.
source: https://www.tradingview.com/news/stocktwits:d1fef893c094b:0/

Strategy Inc
MSTR
:

STRATEGY: BOUGHT 3,273 BITCOIN FOR $255 MILLION DURING APRIL 20-26, 2026 - SEC FILING
source: https://www.tradingview.com/news/reuters.com,2026:newsml_FWN41A07F:0-strategy-bought-3-273-bitcoin-for-255-million-during-april-20-26-2026/

Shares of Michael Saylor-backed Strategy (MSTR) edged higher in early morning trade on Monday after the company announced it had bought 3,273 Bitcoin (BTC) for around $255 million over the past week.

This weekly purchase is 10x smaller than last week, when Strategy spent $2.5 Billion to buy over 34,000 BTC.MSTR’s stock moved 0.65% higher in pre-market trade. On Stocktwits, retail sentiment around the company trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.

According to its latest filing with the Securities and Exchange Commission (SEC), the company now holds a total of 818,334 Bitcoin, acquired at an average cost of $75,537, keeping its unrealized gains in the green.

Bitcoin’s price edged 0.3% lower in the last 24 hours to around $77,800. Retail sentiment around the apex cryptocurrency also trended in ‘bullish’ territory over the past day, but chatter remained at ‘normal’ levels.

The move comes after executive chairman Michael Saylor posted “The Beat Goes On” on X over the weekend, with his signature “orange dots” charts, hinting that another Bitcoin purchase announcement was on the cards for Monday.

source: https://www.tradingview.com/news/stocktwits:207417c44094b:0/

By Callum Keown

Bitcoin was falling early Monday after testing the $80,000 level — and falling short.

The world's largest cryptocurrency climbed as high as $79,475 late Sunday, before sliding to $77,700 in early morning trading, down 0.5% over the past 24 hours. Cryptos have recovered in recent months following a sharp selloff at the start of the year — Bitcoin is up 29% from its Feb. 6 low. Ethereum and XRP also edged lower.

It's not the Bitcoin's first failed attempt at the milestone — the digital asset also got up to $79,493 on Wednesday.

"It has come a long way in a relatively short period of time, as it's up around 30% since early February," Trade Nation analyst David Morrison said in a note Friday. "It could be that some profit-taking begins to creep in," he added, particularly as Bitcoin has yet to break the 80,000 mark.

Maybe he was right. Bitcoin's ascent appeared to hit a wall close to $80,000, though falling stock futures early Monday are also likely to be behind some of the weakness.

Futures on the tech-heavy Nasdaq 100 — home to the risk assets most likely to move in tandem with cryptocurrencies — pointed 0.1% lower after the Nasdaq Composite hit a record high Friday.

But if Bitcoin is indeed following tech then this week could be the week it clears $80,000 and beyond. A flurry of tech earnings, including from Alphabet, Amazon, Apple, Meta and Microsoft could ultimately decide the path ahead.

Write to Callum Keown at callum.keown@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

source: https://www.tradingview.com/news/DJN_DN20260427001824:0/

Bitcoin has steadied around the $78,000 mark as fresh weekly inflows point to a quiet but persistent shift into digital‑asset investment products.

A lot of the positive sentiment is down to BTC's resilience despite macro and geopolitical uncertainty.

Analysts say the strength of the latest flows, while not explosive, reflects continued hedging demand rather than speculative mania.

At the same time, the market’s slightly bullish bias may face near-term limits.

Short-term holders could look to take profits, which may temper upward momentum despite the underlying strength in flows.

Bitcoin sees $933M in weekly inflows

Geopolitical tensions, particularly the US-Iran conflict, have weighed on risk assets and contributed to recent outflows from crypto investment products.

However, sentiment has shown signs of stabilisation as capital begins to return.

According to CoinShares, global digital-asset investment products recorded net inflows of about $1.2 billion last week.

Bitcoin accounted for the bulk of this, attracting $933 million, while Ethereum saw inflows of roughly $192 million.

Despite the recovery, flows remain more measured compared to the strong inflows seen in late 2025.

CoinShares noted that the latest data points to continued institutional interest, even amid macro uncertainty.

Bitcoin has held near the $78,000 level during this period and is currently up nearly 4% over the past week.

The asset also reached an intraday high of $79,478 on Monday, reflecting underlying resilience in demand.

Bitcoin price forecast: $82.2K key level

Bitcoin continues to trade within a narrow range, with bulls holding ground above $77,000 but struggling to push decisively beyond $80,000.

Recent moves toward $79,500 have brought the market closer to the $82,200 level, which several analysts now view as a key inflection point.

This zone is likely to act as a test of conviction, particularly given the presence of short-term holders looking to exit near breakeven.

While BTC has remained largely flat over the past 24 hours, its position in positive territory on the weekly chart points to underlying support.

However, the near-term outlook suggests a gradual grind higher rather than a sharp breakout, with momentum expected to remain constrained unless a stronger catalyst emerges.

Axel Adler, an analyst affiliated with CryptoQuant, has identified $82,200 as a key breakeven level for short-term holders.

This zone could act as natural resistance, as many recent buyers may look to exit positions without losses.

The level becomes particularly relevant if sentiment remains cautious and spot-market demand stays moderate, even with continued inflows of around $933 million per week.

On the supply side, exchange-related selling pressure has eased significantly from October lows.

Adler noted that the net sell-pressure imbalance has declined by approximately $14.7 billion.

While not an outright bullish signal, this shift indicates a move away from the heavy selling environment seen earlier in the year.

If buyers push prices toward the $82,200 level, momentum could bring the psychological $100,000 mark into focus.

However, any breakout is likely to face resistance from short-term holders, suggesting that upward moves may be uneven rather than sustained.
source: https://www.tradingview.com/news/invezz:55db63d1f094b:0-bitcoin-steadies-at-78k-as-weekly-inflows-near-1b/