Strategy's holdings account for more than 3.4% of the total 21 million bitcoin supply — worth around $56 billion.
The firm argues institutional flows, U.S. policy, and sovereign-asset considerations could set the stage for the 'most consequential' cycle.
For years, Strategy (MSTR), formerly MicroStrategy, has traded as the market’s go-to high-beta Bitcoin proxy, commanding a massive premium (the Syalor Premium) over its Net Asset Value (NAV). Investors happily paid $2.00, sometimes even $2.50, for every $1.00 of Bitcoin on the balance sheet. They treated the stock like a leveraged ETF without the management fees. But that dynamic is breaking. Recent trading data suggests the famous ‘Saylor Premium’ isn’t just eroding; it’s occasionally flipping into a discount. Source Saylor Tracker That premium wasn’t just a vanity metric. It was the fuel for the entire engine. Strategy’s playbook relies heavily on ‘At-The-Market’ (ATM) equity offerings, effectively selling overvalued stock to acquire Bitcoin. When the stock trades at 2x NAV, issuing shares is mathematically beautiful; it increases the Bitcoin per share for existing holders. But if MSTR trades at a discount (sub-1.0 NAV), that math turns punitive. Issuing undervalued stock to buy Bitcoin at market price actually dilutes the Bitcoin-per-share metric. Frankly, the panic here isn’t about solvency; Michael Saylor has structured the debt to avoid liquidation cascades, it’s about velocity. A discount throws sand in the gears of the accumulation machine, effectively neutralizing one of the market’s biggest, persistent buyers. As this corporate arbitrage trade dries up, capital is starting to rotate toward protocol-level innovations that offer yield without the friction of traditional equity markets. Innovations like Bitcoin Hyper ($HYPER). Bitcoin Hyper Brings SVM Speed to Replace Corporate Proxies As the ‘paper Bitcoin’ trade faces structural headwinds, the narrative is shifting toward on-chain scalability. The market’s appetite for Bitcoin exposure hasn’t waned, but the mechanism is evolving. It’s moving from passive corporate holding companies to active Layer 2 infrastructure. Bitcoin Hyper ($HYPER) is catching this rotation, positioning itself as the first Bitcoin Layer 2 to integrate the Solana Virtual Machine (SVM). Source: Bitcoin Hyper While Strategy offers passive exposure, Bitcoin Hyper tackles Bitcoin’s ‘dinosaur’ problem: slow transactions and zero programmability. By using the SVM for execution while anchoring to Bitcoin L1 for settlement, Bitcoin Hyper unlocks sub-second finality. If Bitcoin remains solely a store of value, it competes only with gold. If it gains the programmable velocity of Solana through layers like Bitcoin Hyper, it competes with the global financial system. The setup fixes the bottleneck that has historically pushed developers to Ethereum or Solana. Through a decentralized Canonical Bridge and Rust-based developer SDKs, Bitcoin Hyper allows DeFi applications, swaps, lending, and gaming to exist directly on top of Bitcoin liquidity. If you’re watching the MSTR premium evaporate, this represents a fundamental shift. It’s no longer about betting on a CEO’s buying strategy; it’s about betting on the expansion of the network itself. Find out more in our ‘What is Bitcoin Hyper’ guide. Whales Accumulate $HYPER as Smart Contract Utility Grows Smart money is already hedging against the stagnation of traditional Bitcoin proxies by moving into early-stage infrastructure. Whales are signaling high-conviction positioning before the public mainnet launch, with $HYPER purchases as high as $500K. Our ‘Bitcoin Hyper Price Prediction‘ also shows we think it’s got good legs. Our experts predict that by the end of 2026 it could reach prices as high as $0.02595. That’s a potential ROI of 89% this year alone. The presale shows that $HYPER is doing well, having already raised over $31M, with tokens currently priced at $0.013675. Unlike the Strategy model, which relies on capital markets to generate accretion, Bitcoin Hyper uses a direct staking model. The protocol offers a high APY currently standing at 38%. Source: X This creates a sharp divergence. MSTR shareholders rely on stock issuance premiums, a variable they can’t control. Conversely, on-chain staking offers programmatic yield derived from network activity. With Bitcoin Hyper ($HYPER) offering immediate staking after TGE (subject to a 7-day vesting period for presale participants), the incentives look much closer to DeFi standards than Wall Street equities. As the discount to NAV makes corporate accumulation harder, the ‘real yield’ in the Bitcoin ecosystem is likely to migrate toward these functional Layer 2s. Join the Bitcoin Hyper Presale This article is for informational purposes only and does not constitute financial advice. Cryptocurrencies and presales are high-risk investments. Always perform your own due diligence before investing.
XRP is below the average buy price of the past year, putting many holders in the red and increasing downside risk in the near term.
Unverified claims circulating online are once again linking early crypto figures, old emails, and the long-running XRP story. At the centre of the discussion is an alleged email from July 31, 2014, said to have been sent by tech entrepreneur Austin Hill, which raised concerns about Ripple and Stellar, a project founded by Jed McCaleb, …
Merging these entities could revolutionize AI and space tech, potentially reshaping global data infrastructure and market dynamics.
The post Elon Musk in advanced discussions to unite SpaceX and xAI appeared first on Crypto Briefing.
Nomura CEO Hiroyuki Moriuchi said that the company introduced stricter position management to reduce risk exposure and limit earnings fluctuations from crypto market swings.
A sharp drop in the bitcoin price while CME was shut leaves bitcoin futures trading well below Friday’s close.
Eddie Yue Wai-man, chief executive of the Hong Kong Monetary Authority (HKMA), said only a very few stablecoin licenses would be issued initially.
XRP price started today’s session under heavy pressure, sliding close to 5% lower amid broad crypto market weakness. However, as the day passed, the selling momentum faded, with price beginning to recover steadily, trimming losses to roughly –2% by mid-session. This rebound was not driven by a sudden spike in volume or speculative momentum. Instead, …
Since the recent Bitcoin price crash to $76,000, the broader crypto market has been on high alert, with sentiment shifting to extreme fear levels. A crypto analyst who has shared insights on Bitcoin’s latest market movements predicts more pain for the leading cryptocurrency. He has also warned investors against taking advantage of the decline and buying BTC during this highly volatile and unpredictable period. Analyst Warns Not To Go Long After Bitcoin Price Crash Crypto analyst Tyrex has warned investors against going long on Bitcoin following the recent price crash. Over the weekend, BTC experienced another devastating decline, dropping by more than 14% according to CoinMarketCap. For some investors, this drop may appear as an opportunity to buy the dip and go long on the leading cryptocurrency. However, Tyrex advises against making such a move. Related Reading: XRP Prints Bullish Divergence On The Weekly Chart, But Is ATHs Still Possible? The analyst stated in an X post on February 1, 2026, that Bitcoin had crashed to a new low around $76,000 on January 31, confirming a bearish breakout. He noted that, based on past market movements in which similar setups occurred, excluding fakeouts, Bitcoin is highly unlikely to stage a full recovery back to $85,000. Instead, he said the price is more likely to keep dumping until it completes its downside move and reaches a price discovery at lower levels. Tyrex cited Bitcoin’s price action in May 2021, May 2022, and June 22, noting that massive price crashes occurred during these periods after similar breaks in market structure. He said Bitcoin failed to recover quickly in each case and actually continued to crash on the daily chart after the main red candle was printed. The analyst’s accompanying Bitcoin chart shows the cryptocurrency trading above $79,000 at the time of his analysis, after it initiated a slight recovery from its previous low near $76,000. He projected on the chart that Bitcoin could soon resume its decline and fall toward the $75,400 region, representing a more than 4.5% decline. Tyrex added that a major support level sits around the $74,000 level on the weekly chart, which could temporarily hold off further downside. According to Tyrex, this level is equivalent to a key support near $2,100 for Ethereum. Related Reading: Analyst Says Chainlink Price Could Crash 50% If This Level Fails Analyst Shares Highly Likely BTC Decline In his analysis, Tyrex stated that, given Bitcoin’s latest price crash, structural weakness, and past cycle trends, he expects the cryptocurrency to retest recent lows once again. Considering his view that a recovery is unlikely, the analyst suggests that the near-term outlook for BTC is predominantly bearish. He noted that the $74,000 support is the main area for potential long positions. However, he expressed caution, noting that this level may not be particularly strong since it is relatively distant on the weekly chart and could be broken if Bitcoin continues its downward trend. Featured image created with Dall.E, chart from Tradingview.com
Popular opinion is missing the sea change in the UK’s crypto operating environment. Beneath regulatory criticism, the UK is accelerating its crypto evolution
JasmyChain’s ecosystem grows with the launch of Jasmy Swap, a third-party decentralized exchange protocol. Built on JasmyChain, it uses smart contracts to automatically execute digital asset swaps, serving as a technical proof-of-concept for blockchain-based trading. The launch has sparked positive market response, with JasmyCoin rising 3.64%. Jasmy Swap highlights the ecosystem’s innovation and potential, showing …
Binance kicked off its $1 billion SAFU conversion into Bitcoin with a $100 million purchase, shifting its user protection fund out of stablecoins and into BTC.
Your day-ahead look for Feb. 2, 2026
The meeting could reshape financial landscapes, influencing regulatory frameworks and competitive dynamics between traditional banks and crypto firms.
The post White House to meet with crypto firms and banks on stablecoin yield this afternoon appeared first on Crypto Briefing.
Zama rolled out its ZAMA token while debuting Total Value Shielded, a new privacy metric, after encrypting over $121 million on Ethereum.
Ripple has reached a major regulatory milestone in Europe after obtaining full approval for an Electronic Money Institution (EMI) license from Luxembourg’s financial regulator, the Commission de Surveillance du Secteur Financier (CSSF). This authorization upgrades Ripple’s status from “in-principle” approval to a fully operational license, allowing the company to legally provide regulated payment services across …
Russian Bitcoin mining giant BitRiver is on the brink of bankruptcy after a court launched insolvency proceedings over unpaid debts of more than 700 million rubles related to equipment and electricity costs. The company has shut down several facilities, faced management departures, and grappled with creditor lawsuits. Adding to its challenges, founder Igor Runets has been charged …
Jim Cramer sounds the alarm on bitcoin’s "unreliability" as a short-term currency after a sharp weekend drop.
Bankruptcy monitoring begins for BitRiver's parent firm as its CEO faces house arrest on tax evasion charges in Russia.
Ether treasury firms are pressured by the crypto market downturn, as Trend Research was forced to sell $77 million in Ether at a loss, while others are holding through paper losses.
Crypto markets stabilized after a thinly traded weekend rout wiped out nearly $290 billion of total market capitalization.
Bitcoin just erased over $9,000 in a weekend liquidity trap and the Monday recovery is missing one thing By the time London desks started lighting up this morning, Bitcoin had already moved sharply in off-hours trading. Over the weekend, while most of the world was off-grid or only half-paying attention between errands and late-night scrolling, […]
The post Bitcoin begins to rally after 11% weekend dump as global markets open with bullish intent appeared first on CryptoSlate.
While Bitcoin and major altcoins remain under pressure, select assets have begun to decouple from the broader market trend. MYX Finance and River prices have emerged as the top gainers among the top 100 cryptocurrencies, posting outsized moves despite prevailing risk-off sentiment. Their relative strength stands out at a time when most tokens are struggling …
Ripple has officially received its full Electronic Money Institution (EMI) license from Luxembourg’s CSSF, marking a major step in its European growth. The approval allows Ripple to offer regulated blockchain-based payment solutions across the EU, supporting businesses in moving to modern, digital-first finance. This comes after recent UK approvals and adds to Ripple’s portfolio of …
The ongoing crypto sell-off has rattled investor confidence, but macro investor Raoul Pal believes the narrative around crypto being “broken” is deeply flawed. According to Pal, the current downturn has little to do with crypto-specific issues and everything to do with a severe liquidity crunch in the United States, triggered by repeated government shutdowns and …
The crypto market is once again under pressure today, falling about 2%, pulling back to a total value of $2.61 trillion. Interestingly, 87 out of the top 100 cryptocurrencies are currently trading in the red. Bitcoin, the leading cryptocurrency, has dropped to its lowest level since April last year and is now trading around $77,324. …
Crypto pundit X Finance Bull has highlighted how institutions are accumulating XRP amid the crypto market crash. His comment comes amid the XRP price drop below the psychological $1.6 level, which has further sparked bearish sentiments among retail investors. Institutions Are Still Accumulating Amid XRP Price Crash In an X post, X Finance Bull noted that while retail investors are panicking over the XRP price crash, institutional investors continue to accumulate the Ripple-linked token. The crypto pundit pointed to inflows into XRP ETFs, while Bitcoin and Ethereum ETFs continue to see outflows. Based on this, he stated that the rotation is starting, with institutional investors moving from BTC and ETH to XRP. Related Reading: XRP Price At $10,000 Is Not A Prophecy: Analyst Shares Simple Framework That Points Higher SoSoValue data show that Bitcoin and Ethereum ETFs recorded outflows of $1.61 billion and $353 million, respectively, on January 30. Meanwhile, the XRP ETFs recorded a net inflow of $15.6 million. X Finance Bull noted that these inflows might be small now, but that direction matters. He further remarked that institutions don’t chase hype in choppy markets but rather position for fundamentals. The crypto pundit also noted that inflows into XRP ETFs, while Bitcoin and Ethereum ETFs are bleeding, aren’t random. He highlighted fundamentals that are bullish for the XRP price despite the current market crash. This includes the token’s cross-border payments utility, which he noted solves a “Quadrillion-dollar problem.” He added that regulatory clarity is coming and that infrastructure is already in place. X Finance Bull expects the XRP price to be among the first to recover when the market rebounds, noting that capital flows to utility. He added that the smart money is already front-running that shift. The crypto pundit also believes that those investing in XRP now are still early, given that the XRP ETFs have just recorded $1.18 billion cumulative inflows in three months. Two Potential Paths For The Altcoin At The Moment Crypto analyst Egrag Crypto has highlighted two paths for the XRP price following its drop below $1.60. He stated that the first path is a double liquidity grab, whereby a relief bounce happens from here, followed by a second liquidity sweep and then an expansion. His accompanying chart showed that the second liquidity sweep could happen around $1.3. Meanwhile, the second path of the XRP price is a direct expansion, which aligns with the cycle fractal. Egrag Crypto stated that if history rhymes, the altcoin could record a 340% gain, similar to the 2021 bull cycle, or a larger 1,600% gain, similar to the 2017 bull cycle. A 340% surge and a 1,600% surge would put XRP at $7 and $27, respectively. Related Reading: Rising Above The Ashes: XRP ETFs Set New Record Despite Market Crash At the time of writing, the XRP price is trading at around $1.54, down over 7% in the last 24 hours, according to data from CoinMarketCap. Featured image from Freepik, chart from Tradingview.com
Solana price is trading just above the critical $100 support after failing to sustain moves above the $118–$120 supply zone, placing the market at a critical turning point. Price has compressed into a narrow range between $100 and $108, reflecting indecision after the recent sell-off. With previous demand clustered near $92–$95 and no strong follow-through …