Crypto Stocks: Understand What is Moving in the Market and Why.

Crypto and crypto-related equities are entering a critical inflection point, with inflation falling faster than expected and positioning reaching extreme levels.

Coinbase has quietly rebounded despite disappointing earnings, while several AI-pivoting miners are attracting billions in institutional capital and long-term infrastructure commitments.

Bitcoin has stabilized after forced liquidations and whale accumulation has resumed, but key structural risks remain unresolved.

Meanwhile, falling Treasury yields and shifting rate expectations are beginning to alter the macro backdrop.

To optimize its capital structure and mitigate direct share dilution, MicroStrategy announced a shift toward using perpetual preferred stock rather than common equity for future acquisitions. MSTR remains under pressure, with $4.8 billion in unrealized losses.

The question now is whether this marks the start of a powerful counter-trend rally, or the final setup before Bitcoin moves toward its ultimate cycle low.

Read our full report with 25 crypto stocks: https://strategy.10xresearch.com/p/crypto-stocks-understand-what-is-moving-in-the-market-and-why-def6