المنشور

Something interesting is happening while the crypto market feels nervous. Some public companies are still adding crypto to their treasuries. Strive reportedly bought 469 $BTC between September 8 and 11, taking its holdings to 25,000 BTC. Meanwhile, BitMine and other companies have continued accumulating $ETH and $SOL. At the same time, Strategy did not buy more Bitcoin during that period and instead spent $139M repurchasing its preferred stock. That's actually the part I find interesting. Institutional behaviour isn't moving in one direction. Some are accumulating. Some are waiting. Some are choosing other ways to deploy capital. So when I look at $BTC, $ETH and $SOL, I don't just watch the candles. I watch what serious capital is doing behind the candles. That's often where the more interesting story starts. #FedFirst25BpsHikeSince23