Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The swing shows how directly the company's earnings now move with Bitcoin's price after its aggressive treasury strategy.
Strategy reported a swing from a $13 billion Bitcoin-related loss to a $1.4 billion profit as Bitcoin's price rallied.
A 15% gain since Monday has pulled crypto-linked equities higher, while BitGo won a South Korean licence and X weighed stablecoin payouts
Bitcoin approached $72,000 in the 20 August session after gaining 15% since Monday, dragging Coinbase, Robinhood and Strategy higher with it.
Riot Platforms' $9bn Anthropic compute agreement and a VMware-driven Broadcom sell-off highlight how artificial-intelligence infrastructure economics are now the dominant valuation input across two previously unrelated sectors.
A landmark $9 billion compute contract between Riot Platforms and Anthropic accelerates the repricing of bitcoin miners as data-center operators, while Broadcom's VMware-related weakness is being framed by analysts as a buying opportunity within the AI semiconductor complex.
Quarterly 13F disclosures reveal a decisive shift in options positioning at two marquee allocators, with call skew replacing downside hedges even as Bitcoin's second-largest mining jurisdiction curbs capacity in its capital.
UBS disclosed a 24-fold increase in call options on BlackRock's iShares Bitcoin Trust alongside a 12% rise in direct IBIT holdings to 407,890 shares and a 53% cut in put exposure to 143,300 underlying shares. Separately, Paul Tudor Jones' firm increased its IBIT stake after a year of net selling, though its call book fell 85.2% to 148,000 underlying shares against 715,000 in puts. The positioning divergence lands as energy authorities in the world's second-largest Bitcoin mining jurisdiction impose year-round restrictions on rigs in the capital city.
Direct presidential participation in next week's session raises the stakes for market-structure rules, prediction-market legitimacy and digital asset policy
Sources indicate President Trump is expected to attend a White House meeting bringing together chief executives from the crypto, prediction market and artificial intelligence industries, signaling continued executive-level engagement on digital asset and event-contract regulation.
The crossover manager's latest disclosures show reduced mega-cap technology exposure alongside a new position in SpaceX, illustrating how public-market crowding is pushing institutional capital into late-stage private assets.
Tiger Global Management cut stakes across mega-cap technology holdings while establishing an allocation to SpaceX, a reallocation that mirrors broader institutional discomfort with public AI valuations and growing appetite for privately held frontier assets.
Strategy and Metaplanet holdings sit underwater, exposing the structural fragility of balance sheets built on one volatile reserve asset and reviving scrutiny of leveraged digital-asset accumulation models.
Unrealized bitcoin losses at Strategy and Metaplanet have refocused attention on the risks of concentrating corporate treasuries in a single token. The mark-to-market deterioration pressures net asset value premiums and the financing channels that funded accumulation.
On-chain data shows the number of addresses holding more than 10,000 BTC has climbed to 90, building on mid-sized whale accumulation through the Coldcard security fallout.
Bitcoin's largest holders are expanding their positions, with the 10,000+ BTC wallet cohort reaching a six-month peak — a structural signal that has historically preceded periods of supply tightening.