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Strategy holds 845,050 BTC at an average cost of $75,412, valuing the stack at $66.125 billion for a $2.398 billion unrealized gain, or just 3.7% above cost, and it added no BTC last week. BitMine ($BMNR) is carrying a $5.194 billion unrealized loss on its ETH treasury even after buying 28,086 ETH at roughly $2,451 each last week, which keeps the corporate-treasury channel asymmetric: BTC vehicles sit on a thin cushion while ETH vehicles trade with negative carry on book value, pressuring mNAV premiums and their ability to fund fresh purchases through equity or converts. Watch whether Strategy's purchase pause extends another week and whether BTC holds above the $75,412 average cost, since a break below it would erase the buffer and revive forced-deleveraging and dilution concerns across digital-asset treasury equities.
As a Crypto signal, watch whether it changes price action, volatility, or flows around BTC, ETH, MSTR.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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Influencer Threads
The author raises the question of whether the CLARITY Act will fail even as a Biden-linked memecoin is set to launch, tagging Bitcoin and XRP. This is the author's framing and commentary on US crypto regulation rather than confirmed legislative or market information.
The author jokes that she fumbled generational wealth by missing out on PONS and Robinhood Chain in her week of 9/4/2026 recap. It is a personal anecdote with memecoin and Ethereum tags, and contains no data or specific market call.
Pompliano poses a speculative scenario in which portfolio managers coming back from month-long Hamptons vacations see Bitcoin's recent strength and begin aggressively adding to positions. It is framed as an open question about renewed institutional buying rather than a claim that flows have already turned.
The author says a Hunter Biden memecoin is launching soon, dated 9/7/2026, and frames the post as news rather than financial advice. The post is unverified promotional-style chatter around memecoin issuance, with hashtags referencing Ethereum and memecoin hype.
