Meta, Microsoft and Amazon reject Bitcoin: Was this the right call?

After a strong rally over the weekend, Moo Deng is now undergoing a healthy pullback. Despite the recent 13.81% dip, bullish momentum remains intact as price approaches a key support confluence. Moo Deng (MOODENG) has seen a sharp but expected correction after a strong weekend rally that pushed price into resistance. This pullback is not a sign of weakness but rather a natural breather in what continues to be a bullish trend. As price retraces, attention now turns to a key technical zone that could offer the perfect setup for the next leg higher. Key technical points Current Correction:Moo Deng has pulled back 13.81% from the local high after hitting resistance at the 0.618 Fibonacci. Support Zone:Price is approaching a confluence of key levels: the 0.618 Fibonacci, 200 MA, and high time frame range support. Bullish Setup:A bounce from this area would likely form a higher low in the current uptrend and could trigger a move back to $0.31 and potentially $0.35. MooDeng USDT (1H) Chart, Source: TradingView After rallying aggressively from weekend lows, Moo Deng faced technical resistance at a key Fibonacci level, which halted the bullish momentum and triggered a corrective phase. This move, however, fits the structure of a bullish trend, where pullbacks are expected and even healthy to sustain long-term gains. A drop of nearly 14% might seem concerning on the surface, but the underlying structure remains constructive. The current retracement is bringing Moo Deng into a support-rich zone. The 0.618 Fibonacci level is overlapping with the 200-day moving average, a historically strong area where buyers often step in. Additionally, this zone sits within a broader trading range between key support and resistance on the higher time frames, increasing the chances of a strong reaction. You might also like:Crypto bull run intact despite weekend volatility in Bitcoin If Moo Deng holds this level and forms a higher low, it will confirm continued strength in the existing bullish market structure. Such a move would establish a deviation beneath resistance and offer technical confirmation that the correction is ending, with price gearing up for another push higher. What to expect in the coming price action If support holds and a higher low forms, Moo Deng is likely to resume its uptrend and retest previous resistance levels at $0.31 and $0.35. The bullish structure remains valid, and continuation to the upside could unfold quickly once momentum returns. Read more:XRP surges; Influencers turn to RichMiner for daily passive income

With over 621,000 BTC under management, BlackRock now sits just below Satoshi Nakamoto as the largest Bitcoin holder. As Bitcoin (BTC) quietly slips further into the grip of institutions, one asset manager has gone from newcomer to near-mythical status, now chasing only Bitcoin’s anonymous creator Satoshi Nakamoto. BlackRock‘s iShares Bitcoin Trust (or simply known by its ticker IBIT) debuted in January 2024 and has rapidly established itself as a dominant institutional vehicle for BTC exposure since then. As of May 26, the trust holds over 621,000 BTC, valued at around $64.5 billion, representing roughly 2.96% of Bitcoin’s total capped supply of 21 million coins, according to data from BitBo. Bitcoin holdings by BlackRock and others | Source: BitBo However, when factoring in estimates that suggest up to 20% of all Bitcoin may be lost or inaccessible due to forgotten keys or lost wallets, BlackRock’s stake could represent well over 3.5% of the effective circulating supply, bringing it closer to Satoshi Nakamoto’s legendary 1.1 million BTC trove. For comparison, Michael Saylor’s Strategy holds 580,250 BTC, while crypto exchange Binance has 534,471 BTC, per Coinglass. You might also like:Abu Dhabi wealth fund Mubadala invests $408.5M in Bitcoin via BlackRock’s IBIT ETF This pace of accumulation is not merely a statistical footnote, it signals a deeper structural shift in the role of Bitcoin in global portfolios. BlackRock now holds more BTC than longstanding corporate holders such as Strategy or Binance. The trend is evidence that Bitcoin is no longer just a speculative asset or a hedge against fiat, it is increasingly a core allocation in institutional investment strategies. Asymmetric upside In a commentary to crypto.news, MEXC chief operating officer Tracy Jin said the sharp pivot by many corporations integrating BTC into their long-term investment strategies “is fundamentally reshaping Bitcoin’s market dynamics,” adding that “what was once a retail-driven market and highly cyclical asset has become a cornerstone in institutional finance.” “This investor behaviour dynamics highlights that most institutions are less focused on short-term market volatility and have eyes on Bitcoin’s potential asymmetric upside and long-term value proposition.” Tracy Jin The data supports this shift: U.S.-based spot Bitcoin ETFs saw $2.75 billion in inflows last week as Bitcoin broke past its January all-time high of $109,000. That figure marks more than a 4-fold increase from the $608 million recorded the previous week. With sovereign debt burdens flashing red in economies like the U.S. and Japan, and bond yields climbing to multi-decade highs, traditional safe-haven assets are losing their appeal. As Jin explained, the change “is not a flight from risk — it’s a flight from the old model of risk.” “Bond yields in the U.S. and Japan are surging, sovereign debt burdens are flashing red, and even the last remaining AAA credit badge is gone. For decades, Treasurys were the safe haven during turbulent times. Today, capital is running from them.” Tracy Jin $140,000 by the end of summer The rise of regulated Bitcoin products appears to be encouraging capital allocators, who may be beginning to view BTC less as a speculative fringe asset and more as a potentially neutral, transparent, and increasingly liquid store of value. Unlike previous bull markets, often fueled by retail hype and meme-driven enthusiasm, the current rally seems to be supported by longer-term positioning and more measured institutional inflows. “Institutional momentum tends to be very self-reinforcing, and as more corporations announce Bitcoin allocations, others are incentivized to follow suit to remain competitive. With Bitcoin ETFs recording a $25 billion weekly trading volume and $2.75 billion inflows last week, institutional momentum remains resilient despite the macroeconomic headwinds.” Tracy Jin This institutional wave is not without volatility, however. Analysts caution that while the bullish structure remains intact, Bitcoin must defend key support zones. Jin sees the $94,000 level as a critical downside threshold, while a break above $112,000 could push BTC towards $140,000 by the end of summer. In her view, dips are now seen as “strategic entry points rather than capitulation signs,” a huge contrast to previous cycles. As Bitcoin’s narrative shifts from rebellion to resilience, BlackRock’s growing presence in the market serves as a clear signal that the line between traditional finance and crypto is blurring fast. While Nakamoto’s holdings remain untouched and symbolic, BlackRock’s wallet is very real and getting heavier. Read more:BlackRock met with SEC to discuss crypto staking, tokenization, and ETF rules

Strategy 是否正在悄悄地重塑上市公司与资本市场的互动方式？其 210 亿美元的计划是否会为与比特币一致的资产负债表运作开创先例？ 目录小鱼，大水花策略加倍押注比特币 (BTC) 理论STRK 与金融工程这对公开市场意味着什么 小鱼，大水花 Strategy（前身为 MicroStrategy）在美国资本市场中的角色正在发生变化，几年前很少有人会预测到这一点。该公司主要以企业软件公司而闻名，尽管仅占总市值的一小部分，但在 2024 年成为最大的比特币 (BTC) 代理之一和股权融资中最活跃的参与者。 截至 3 月 25 日，Strategy 的市值为 876.4 亿美元，在美国公司中排名第 109 位，在全球排名第 211 位。从账面数据来看，它远远落后于最大的上市公司。然而，就 2024 年筹集或宣布的股权而言，它却脱颖而出。 根据 VanEck 数字资产研究主管 Matthew Sigel 分享的彭博行业研究数据，Strategy 仅占美国股票市场价值的 0.07%，但占 2024 年所有筹集或宣布的股权的 16%。 市值极小，但影响巨大。$MSTR = 占美国股票价值的 0.07%。但 2024 年筹集或宣布的所有股权中，有 16%比特币不仅仅是一种价值存储手段。它还是一块吸引资本的磁石。pic.twitter.com/7A4y927N0b— matthew sigel，正在恢复 CFA (@matthew_sigel) 2025 年 3 月 24 日 其中很大一部分来自两次发行。一次是 2024 年 11 月完成的 20 亿美元可转换票据发行。第二次是在 2024 年 10 月宣布的，是一项更广泛的融资计划，旨在三年内筹集 210 亿美元。 截至 12 月底，该公司已获得 5.61 亿美元的资金，其中大部分用于购买比特币——这是该公司在过去几年中越来越多地采用的战略。 在软件行业，这两笔交易占 2024 年筹集的 395 亿美元新股本的 70% 以上。这一数字使软件行业在 2024 年的额外发行量方面领先于其他所有行业，其次是生物技术行业（301 亿美元）、石油和天然气行业（264.6 亿美元）、房地产投资信托基金（224.4 亿美元）以及航空航天和国防行业（211.3 亿美元）。 值得注意的是，近年来，只有生物技术和房地产投资信托基金 (REIT) 一直跻身前五大行业之列。Strategy 在软件领域的庞大影响力使其贡献异常集中。 Few companies of Strategy’s size have moved this aggressively to tap equity markets in 2024. Fewer still have done so with such a narrow and defined purpose — accumulating Bitcoin through corporate balance sheet expansion. 从这个意义上讲，该公司的财务活动与传统的软件增长关系不大，而与大规模资产配置关系更大。让我们来解读一下幕后发生的事情 策略加倍押注比特币 (BTC) 理论 Strategy 在 2025 年初延续了其比特币收购策略，以每枚硬币 84,529 美元的平均价格增持了 6,911 个 BTC，价值约 5.841 亿美元，巩固了其作为 BTC 持有量最大的上市公司的地位。 截至 3 月 25 日，该公司共持有 506,137 枚比特币，收购价约为 337 亿美元，平均成本基础为 66,608 美元。按比特币目前约 87,000 美元的市场价格计算，Strategy 持有的比特币价值超过 440 亿美元，反映出约 103 亿美元的未实现收益，或每比特币约 20,392 美元。 距离一百万比特币的目标还有一半，甚至更多。pic.twitter.com/DlTcAStLyZ— Strategy (@Strategy) March 24, 2025 Year-to-date, the company has recorded a 7.7% BTC yield. This latest acquisition came shortly after Strategy reaffirmed its plans to raise capital via Class A strike preferred stock. 虽然文件规定资金可用于“一般公司用途”，但先前的行为表明很大一部分可能会被分配给加密资产积累。 Strategy 的方法与其他企业比特币持有者截然不同。例如，特斯拉持有约 11,500 BTC，而 Block（前身为 Square）持有略多于 8,000 BTC。这两家公司几年前就购买了比特币，并且基本保持静态仓位。 相比之下，自 2020 年以来，Strategy 几乎每个季度都进行了多次收购，并且仍然是唯一一家明确将比特币作为主要财务储备资产积累战略的上市公司。 $MSTR 股票继续反映比特币价格趋势。3 月 24 日，在美国股市强劲反弹（纳斯达克指数上涨 2.27%）的背景下，Strategy 股价上涨超过 10%，收于 335.72 美元，尽管没有发生重大业务更新或收益事件，但市值单日增长约 80 亿美元。 这里的相关性并非偶然。从历史上看，MSTR 相对于比特币的贝塔值超过 2.0，这意味着它倾向于在两个方向上放大 BTC 的价格走势。 However, this strategy is not without risk. The company carries over $4 billion in long-term debt, much of it tied to convertible notes that mature between 2028 and 2032.  如果比特币长期下跌或资本市场收紧，Strategy 可能会面临再融资或筹集新资本的能力限制。 截至最新文件，该公司相对于其债务敞口持有的现金储备极少，凸显出其依赖 BTC 价格升值来维持资产负债表实力。 STRK 与金融工程 今年早些时候，Strategy 推出了一种名为 STRK 的新型金融工具，这是 A 系列永久执行优先股的缩写。 STRK 并非像 MSTR 那样的普通股票，也不是传统债券。相反，它介于两者之间——旨在筹集资金，而不会立即给现有股东带来压力。 STRK was launched in Jan. 2025 as part of Strategy’s larger goal to raise $42 billion over three years—to support its ongoing Bitcoin strategy. The company initially offered 7.3 million STRK shares at $80 each, raising about $563 million, more than double what it had aimed for. So what exactly does STRK offer investors? For starters, it pays an 8% annual dividend, which Strategy can choose to pay in cash or stock. That steady income has made STRK attractive to investors looking for a more stable way to gain some Bitcoin exposure, without the sharp price swings of common stocks like MSTR or Bitcoin itself. There’s also a conversion feature built in: if MSTR’s stock price ever reaches $1,000, each STRK share can be converted into 0.1 shares of MSTR. But with MSTR trading at around $335 as of Mar. 25, that conversion isn’t in play right now. Since it started trading in early Feb., STRK has held up relatively well. The current market price of around $86.6 means investors are earning close to a 7% effective yield, which is high by most standards. Compared to regular shares, STRK gives Strategy some key advantages. It helps raise capital without immediately issuing more MSTR stock, avoiding direct dilution of existing shareholders. It also attracts a different kind of investor—someone who wants income and stability, rather than just betting on Bitcoin’s long-term growth. MicroStrategy 的非传统资本策略现在包括优先股：$STRK。这是一次大胆的尝试：在不稀释的情况下控制 $MSTR 波动性。它是否成功取决于时间范围。以下是我的理论，也是我看好 STRK 的原因（提示：与 BTC 关系不大）：pic.twitter.com/QxMibvKAtA— Jeff Park (@dgt10011) 2025 年 1 月 28 日 不过，STRK 并非没有风险。其价值与 Strategy 的整体表现息息相关，而 Strategy 的整体表现又与比特币密切相关。如果比特币价格下跌或该公司面临履行股息义务的压力，STRK 可能会失去部分吸引力。 这对公开市场意味着什么 Strategy’s positioning in 2024 offers a clear case study in how capital markets are adapting to the presence of digital assets — not through the creation of new asset classes, but by stretching existing ones.  The company has emerged as a leading source of equity issuance this year, while maintaining a market value of just 0.07% of total U.S. equities, highlighting an evolving investor appetite for exposure to asset strategies delivered through listed entities. In doing so, Strategy has set a tone for how public companies might be used as intermediaries between traditional capital and decentralized assets. It also reflects the maturing interface between regulated financial instruments and crypto-native strategies. What happens next depends less on Strategy itself and more on broader conditions: the cost of capital, Bitcoin’s role in institutional portfolios, and how regulators and investors treat these hybrid models.  If funding remains accessible and crypto retains demand as an alternative store of value, similar structures may emerge. If not, the model could remain singular. In either case, Strategy has pushed public markets into new territory, where capital allocation, balance sheet strategy, and digital asset exposure now operate on the same axis. 你可能还喜欢：从以太坊基金会到 BR Capital：Vlad Martynov 的区块链奥德赛

Tether 首席执行官 Paolo Ardoino 驳斥了对稳定币竞争的担忧。 Tether 首席执行官 Paolo Ardoino 驳斥了对稳定币市场竞争的担忧，强调 Tether（USDT）长达十年的增长和广泛的分销网络。 由于欧盟的加密资产市场法规，Tether 目前在欧洲面临监管挑战，导致 Crypto.com 和 Kraken 等交易所在该地区下架 USDT。 此外，在这些新法规的推动下，Tether 的市值已跌至两年来的最低点，引发了人们对其未来稳定性的担忧。 你可能还喜欢：Bitget 首席执行官：比特币分配计划可能使捷克共和国领先于英国和德国 “所以不，我不担心。” Ardoino 表示，这一规模使 USDT 能够为新兴市场的 4 亿用户提供金融服务，其中许多用户缺乏传统的银行选择。 在萨尔瓦多 PlanB 论坛期间，有人问我这个问题：记者：您担心USDt的竞争对手吗？我：很多人没有意识到，Tether 在过去 10 年里一直在构建人类历史上最广泛的数字和物理分发网络之一。虽然一些……

在唐纳德·特朗普的世界自由金融 (World Liberty Financial) 对山寨币进行大量投资后，MOVE 从近期的下跌中反弹，引发了人们对其可能被纳入政府战略加密货币储备的猜测。 在贸易战担忧不断升级的情况下，Movement（MOVE）于 2025 年 3 月 4 日触及 0.391121 美元的历史低点，随后于 3 月 6 日反弹至盘中高点 0.505 美元，录得两位数涨幅，涨幅约为 29.1%。 根据亚洲午后交易时段的最新数据，其涨幅较周二的当地低点超过 33%。该山寨币的市值超过 11.5 亿美元，而其每日交易量几乎增长了两倍，徘徊在 2.58 亿美元以上。 今天的涨势是由美国总统唐纳德·特朗普 (Donald Trump) 关联的加密项目“世界自由金融 (World Liberty Financial)”从新创建的多重签名钱包中购买了价值 150 万美元的 MOVE 代币以及其他山寨币后引发的。 距离白宫加密货币峰会仅剩一天，MOVE 引发了加密货币社区的猜测，它可能是特朗普总统最近披露的加密货币战略储备计划的一部分，旨在将美国定位为“世界加密货币之都”。 峰会定于 3 月 7 日星期五举行，由风险投资家 David Sacks 和国会议员 Bo Hines 主持。预计峰会将汇集加密货币创始人、首席执行官、投资者和政策制定者，共同探讨美国数字资产的未来，标志着特朗普推动美国成为数字金融领导者的又一步。 随着支持加密货币的情绪在决策圈中逐渐蔓延，投资者似乎押注 MOVE 也可能受益于潜在的政府支持举措——尤其是因为它符合“美国制造”的叙事。 你可能还喜欢：有报道称马斯克正在探索 Movement 区块链以实现透明度，MOVE 股价上涨 16% 根据 CoinGlass 的数据，衍生品交易员的需求最近激增，山寨币期货市场的未平仓合约在过去一天内跃升超过 50%，截至撰写本文时已达到 9100 万美元。 同时，Santiment 的数据显示每日活跃地址增加了 146%，这通常出现在持有者交易活动增加的时候。 来源：Santiment 尽管截至发稿时，MOVE 的社会情绪较为负面，但它在 X 和 CoinGecko 上仍处于流行状态。通常，这意味着价格上涨是近期事件的结果。 MOVE价格分析 技术指标显示，该山寨币正在从今年 1 月初以来的看跌势头中恢复。 在 4 小时/USDT 价格图上，MOVE 再次突破自 1 月 6 日以来形成的下降趋势线，该趋势线的高点越来越低，低点越来越低，交易员将其视为趋势逆转的前兆。 MOVE 价格、BB 和 MACD 图表 — 3 月 6 日 | 来源：crypto.news MOVE was trading close to the upper Bollinger Band, suggesting strong buying pressure, with new money flowing into its market. MACD 线也指向上方，MACD 线穿过信号线但保持在价格线上方，证实了可能出现趋势逆转 — — 尤其是因为山寨币的交易量在过去一天飙升。 CoinGlass 的进一步数据显示，投资者一直在积累 MOVE，过去 12 天交易所的净流出总额接近 1150 万美元，这表明其投资者相信未来还有更多的潜在收益。 因此，MOVE 可能会反弹至其心理阻力位 0.55 美元，这是 3 月 3 日它未能突破的水平。如果它成功突破这一水平，MOVE 的下一个目标将是 0.68 美元，这是它在 2 月初多次难以突破的阻力位。 阅读更多：特朗普推迟对加拿大、墨西哥征收汽车关税，比特币反弹至 9 万美元以上 披露：本文不代表投资建议。本页内容和材料仅供教育之用。