Treasury Edge
1.2K posts
Treasury Edge
@TreasuryEdge
Daily Updates on Treasury Companies listed on Nasdaq & NYSE
Reach Our Audience → Se unió Kasım 2024
95 Siguiendo16.3K Seguidores
Does anybody know why $MARA Marathon is down 8.5% in the past week?
The NUMBER 1 Bitcoin Miner recently pivoted to AI/HPC and now people are selling it off... what am I missing? 🤔
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DID YOU KNOW: $14.16B in Bitcoin options expire Friday on Deribit, ~40% of all open interest. Max pain at $75,000 with BTC near $71K.
If price gravitates toward that level, it adds ~$3B in unrealized value to $MSTR's 762,099 BTC position alone.
Worth watching.
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🚨 BREAKING: FRANKLIN TEMPLETON JUST LAUNCHED 24/7 TOKENIZED ETFs IN CRYPTO WALLETS
WOLF Bitcoin@WOLF_Bitcoin_
LAWRENCE LEPARD SAID "Jerome Powell has lost control. HE CAN'T GET INFLATION DOWN."
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Tucker Carlson just released his new doc
It's called “THE GREAT GOLD SCAM”
The world is waking up to this inflation problem we have. How much longer can they keep lying to us?
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JUST IN: $BMNR launches MAVAN, its proprietary Ethereum staking platform.
With 3,142,643 staked ETH ($6.8B), MAVAN will be the largest Ethereum staking service provider in the world.
Expected annual staking rewards: ~$300M at current yields.
Bitmine plans to stake nearly all remaining unstaked ETH through MAVAN and expand to other proof-of-stake networks.
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Bitcoin treasury companies are now buying each other's products.
OranjeBTC just became the first $MSTR peer to allocate to STRC, Strategy's variable-rate preferred share that pays 11.5% annually.
Their $11M position makes strategic sense: STRC proceeds fund more Bitcoin purchases by Strategy, which supports the asset all treasury companies hold.
Strive $ASST has also allocated $50M to STRC and launched its own version, SATA, paying 12.75%.
Strategy $MSTR has raised $4.74B total via STRC. 33% of that came this month alone.
The treasury company ecosystem is becoming self-reinforcing.
Sam Callahan@samcallah
At OranjeBTC, our allocation to STRC was a rational treasury decision. For a portion of our USD reserves, STRC stood out versus traditional alternatives for its mix of income, liquidity, price stability, and strategic alignment with the asset we’re building our business around.
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WOW: COINBASE CEO BRIAN ARMSTRONG SAID
"We now have a great store of value in Bitcoin,
and a great medium of exchange with Stablecoins,
and Crypto is going to keep updating the WHOLE financial system."
Leverage Shares ETFs@LeverageETFs
⏸️The Fed pauses again, but the cycle isn’t over Last week, rates held at 3.50%–3.75% for a second straight meeting. Inflation still high. Projections rising. Oil & geopolitics adding pressure. Growth holding up so no urgency to cut, says Powell.
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Invesco ($2.2T AUM) is entering the tokenized Treasury market, taking over Superstate's $900M onchain U.S. government securities fund.
They join BlackRock, Franklin Templeton, and Fidelity in the $12B tokenized Treasuries space.
The TradFi migration to blockchain rails is accelerating.
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🚨 WE HAVE A MASSIVE WEEK OF SHOWS
Trader Talk Ft. @bitsofwealth @TonySeverinoCMT @LadyTraderRa @Natnatx007 & the crew
Bitcoin/Macro Ft. @infraa_ @CryptoLandy @tomyoungjr @EvanAldo & more
Tokenization Ft. @RayBuckton @leashless
SET YOUR REMINDERS BELOW 👇
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Michael Saylor addresses CRYPTO and said
"Bitcoin is truly the best crypto out there"
Is there a second best crypto?
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"All opportunities only look like opportunities in reverse. Today they look like risk."
- @AlexHormozi
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MACRO, BITCOIN, WAR, BIG THINGS COMING IN THESE MARKETS... Ft. @infraa_ @cadebergman x.com/i/broadcasts/1…
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JUST IN: Tom Lee's $BMNR bought 65,341 ETH last week, their biggest weekly purchase yet.
Total: 4,660,903 ETH (3.86% of supply), $11.0B value
3.14M ETH staked, earning $184M/year in staking revenue
77% to the 5% of ETH supply target in just 8 months.
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Saylor's Strategy $MSTR bought 1,031 Bitcoin last week for $76.6M at an average price of $74,326.
Total holdings: 762,099 BTC worth $57.69B at a $75,694 average cost basis.
Funded entirely through $MSTR equity ATM this week. No preferred stock issued.
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Strategy $MSTR is shifting how it funds Bitcoin purchases.
In January, ATM issuance was almost entirely equity. By March, 55% is now coming through $STRC credit.
Saylor is diversifying the funding stack. Less dilution, more fixed income.
Strategy@Strategy
We've been buying more $BTC through $STRC lately.
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