Strategy sold over $200 million worth of BTC in a single week, while Metaplanet made its first BTC purchase in ten weeks.
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VanEck executive: Strategy's $135 million Bitcoin sale last week did not use up its BTC Monetization Program quota.
According to ChainCatcher, Matthew Sigel, Head of Digital Asset Research at VanEck, stated on the X platform that, based on Strategy's latest 8-K filing, Strategy's $135 million Bitcoin sale last week did not utilize the $1.25 billion BTC Monetization Program quota. This is because the program only restricts sales used to replenish cash reserves; sales directly used to pay dividends are not included in this limit. Sigel points out that this means Strategy's actual Bitcoin sales capacity exceeds the commonly understood $1.25 billion.
Two addresses withdrew 550 BTC from OKX 10 hours ago, worth $35.05 million.
PANews reported on July 8th that, according to on-chain analyst Ai Yi, two addresses withdrew 550 BTC from OKX 10 hours ago, worth $35.05 million. One of these addresses, 15oD9…FmR51, has a history of financial connections with the Tokyo Bitcoin Vault (referred to by the community as "Asia MicroStrategy"), but it is uncertain whether it belongs to that entity.
Strategy Buys Back $139 Million of STRC, Bitcoin Stack Frozen for Second Week
The Bitcoin treasury firm slowed its preferred-stock buyback from last week's $176 million pace and left its 845,050 BTC untouched, per a Monday SEC filing.
RootData: DBR will unlock approximately $10.63 million worth of tokens in one week.
According to ChainCatcher, based on token unlocking data from Web3 asset data platform RootData, deBridge (DBR) will unlock approximately 668.33 million tokens, worth approximately $10.63 million, at 00:00 Beijing time on July 15th.
SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...
$161 Million in Decade-Old Bitcoin Has Moved in Just Two Weeks
Four ancient wallets moved 1,971 BTC between Sept. 6 and Sept. 22, including a 600 BTC transfer worth $51.9 million just hours ago, with three of the four carrying "Noah Doe" lawsuit tags.