Bitcoin climbed roughly 15% since Monday as a Treasury bond-market intervention helped push yields lower and forced billions of dollars in bearish positions to unwind.
Investors poured $1.3 billion into Bitcoin, Ethereum and Solana funds over three sessions, with more than $1 billion flowing into Bitcoin alone.
Bitcoin’s relative performance has improved across shorter horizons as crypto begins competing again for speculative capital.
Over $1 billion of shorts are liquidated as Bitcoin raced from about $64,100 toward $69,000 after expanded long-term debt buybacks pushed Treasury yields lower.
Yakovenko’s Solana-funded acquisition idea leaves the legal buyer, ownership structure and control of company revenue unresolved.
The $33.33 million mining acquisition was funded with equity warrants that could ultimately cover 43.3 million shares.
Bitcoin compounded at 56.3% annually from 2016 to 2026, leaving the same starting investment in SPY with roughly $828,000 less wealth.
Abu Dhabi’s sovereign funds declined to trim their BlackRock Bitcoin ETF holdings during the broader crypto market downturn.
Strategy accounts for nearly 86% of the fund’s indirect Bitcoin exposure, while a new BitMine stake brings Ethereum into the mix.
Bitcoin is moving deeper into traditional portfolios as advisers, institutions, and retirement channels widen access to exposure.
Arthur Hayes is watching a $60 billion Fed limit as the trigger for a Bitcoin liquidity trade tied to Japan’s yen intervention.
August 7 gross futures carry ranged from 5.69% to 7.89%, above the 4.19% Treasury yield, but public data cannot identify investor motive.
