Bitcoin Treasury Stocks: How to Read mNAV — and Why NYDIG Says It Falls Short
mNAV has become the go-to valuation shorthand for bitcoin treasury stocks — but a growing number of analysts are warning it oversimplifies the story. The...
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Bitwise Analyst on Bitcoin: 'You’re Not Even Remotely Bullish Enough'
Bitcoin BTC$90,524.01 may be acting like a recession is imminent — even if the macroeconomic data suggests otherwise. In an X post on Friday, André...
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Strategy (MSTR) CEO Says His Firm Has 'More Flexibility Than Ever' to Keep Buying Bitcoin
Strategy CEO Phong Le says the company now has “more flexibility than ever” to continue accumulating bitcoin, citing a capital structure built on long-dated debt,...
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Sunday Crypto Market Bounce Amid Seller Exhaustion, Thin Liquidity and $206M in Liquidations
Crypto markets climbed Sunday as Bitcoin flashed an extreme oversold signal and more than $200 million in liquidations helped ease selling pressure across major tokens....
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Bitcoin (BTC) News: VanEck CEO Raises Concerns About Bitcoin's Encryption and Privacy
Bitcoin’s long-term design came under renewed scrutiny on Friday after VanEck CEO Jan van Eck questioned whether the network provides sufficient encryption and privacy during...
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Bitcoin Sell-Off: VanEck Says Mid-Cycle Holders Driving Downturn as Whales Stay Steady
Bitcoin’s latest sell-off is being driven by mid-cycle holders rather than long-term whales, according to VanEck’s “Mid-November 2025 Bitcoin ChainCheck” report. The asset management firm...
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Arca CIO Jeff Dorman Rejects Claims Saylor’s Strategy (MSTR) Faces Forced Bitcoin-Sale Risk
Dorman says fears that Strategy will be forced to sell bitcoin are misplaced, citing the firm’s balance sheet, governance and cash flow. Source link
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Ether Dips Below $3,100; Investment Manager Says Market Views ETH as ‘More Risky’ Than BTC
Timothy Peterson says ether ETFs have lost about 7% of cost-basis capital over five weeks, versus 4% for bitcoin ETFs. Source link
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Bitcoin Falls Below $94,000 for First Time Since May Amid ‘Extreme Fear’ Sentiment
Analysts highlighted retail distress, rare social-dominance surges and warnings of a possible deeper pullback as several major tokens remained under pressure. Source link
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Tom Lee Says Ether Is Entering a Bitcoin-Like ‘Supercycle’; Critics Push Back
BitMine Immersion Technologies’ executive chairman says ETH is beginning a bitcoin-style run as he highlights past drawdowns and patience. Source link
