Bitmine tuần rồi gom thêm 40.613 ETH ($81M), nâng tổng nắm giữ lên hơn 4,3 triệu ETH ($8,6B), chiếm 3,58% tổng cung ETH hiện tại.
Sếp Tom Lee nhận định đợt giảm vừa rồi là lần thứ 8 kể từ 2018 mà ETH rơi 50% từ đỉnh gần nhất, và năm nào cũng xảy ra. Cả 8 lần trước ETH đều phục hồi hình chữ V sau khi chạm đáy, và dự đoán kịch bản tương tự sẽ lặp lại trong năm nay.
Các quỹ hưu trí ở Mỹ đang gồng khoản lỗ hơn $300M vì đầu tư vào Strategy
11 quỹ hưu trí nắm gần 1,8 triệu cổ phiếu Strategy hiện trị giá ~$240M, tụt mạnh so với $577M tại thời điểm họ lần đầu công bố. Tương đương khoản lỗ trên giấy $337M.
Trong đó, có đến 10 quỹ đang lỗ >60% khoản đầu tư. Riêng cổ phiếu MSTR của Strategy cũng đã bốc hơi 76% giá trị trong 6 tháng qua.
Dù âm nặng nhưng may là tỷ trọng MSTR trong danh mục các quỹ hưu trí này rất thấp (chỉ 0,01% – 0,04% tổng tài sản) #MarketCorrection
$BTC fell straight down to $60K, recording the worst daily decline since the FTX collapse. The altcoin lineup plunged to the bottom in April 2025.
The total crypto market capitalization evaporated by -14% to $2.13T. More than $1T lost in just half a month. In the past 24 hours, $2.6B has been liquidated, with 88% being from long positions.
$BTC rơi về mốc $71K, trở về vạch xuất phát vào tháng 11/2024, lúc ông Trump bullish đắc cử và tự định vị mình là Tổng thống Crypto số 1 thế giới. #TrumpEndsShutdown
🔥 The entire crypto world is calling out Michael Saylor
Once made a profit of 35B $ without cashing out a single dollar, only to lose 22% of assets ~$15B in just one month, moving away from the average entry of 76k.
Meanwhile, MSTR shares have dropped more than 10% in last night's session, with high risk likely leading to a potential delisting. => Currently, shareholders of Strategy must be feeling restless.
But overall, it seems like everyone is holding on; the important thing is whether it's high or low, and how much in the negative 😅
🔥 Whether it's a whale or a house fish, one must bear losses
Portfolio Strategy: - Average purchase price ~$76,037/BTC -> $BTC drops below entry -> once profiting over 33B but currently has times of bearing losses from $16M - $800M
- Bitmine, with an average price of $2839/ETH, Bitmine is also bearing losses of over $6.6B
Nearly $70B poured into crypto through the DAT strategy of Strategy (~$54.2B) and Bitmine (~$15.65B) but now some break even while others bear losses
At such a scale, if the market hits them, what about us small fish, so there’s no need for anyone to be sad 🥹
Bitmine last week accumulated an additional 41.788 ETH ($96M), increasing its total holdings to nearly 4.3 million ETH ($10B). Currently, the company is facing a loss of over -$6.5B (~negative 40%).
Boss Tom Lee remains very optimistic as he observes that despite the decline in ETH prices, on-chain activities such as volume and active wallet addresses continue to reach new highs. He believes that the current price does not accurately reflect the true value of ETH, and this is a good time to accumulate more.
Last week's strategy spent $75.3M to acquire an additional 855 BTC at an average price of ~$87,974 / BTC.
For the 6th consecutive week, the company has added more Bitcoin to its reserve, increasing the total holdings to 713,502 BTC at an average purchase price of $76,052 / BTC. #StrategyBTCPurchase
- Remained silent on sensitive issues, declined to answer questions related to the Department of Justice (DOJ) investigation as well as whether he will continue at the FED until 2028 after his term as Chair ends in May.
- The FED does not comment on the USD, does not target exchange rates but focuses on broader economic conditions such as inflation and employment.
- The entire committee supports keeping interest rates unchanged. For future decisions, the FED will wait for new data to make assessments.
- The majority of the impact of tariffs on inflation has likely already occurred. Inflation expectations are expected to return to 2% provided there are no new rounds of tariffs.
- Currently, no one at the FED is considering raising interest rates; that is not a scenario on the table.🕊
- When asked for advice for the next FED Chair, Powell advised: 'Stay away from politics.'
- Don't read too much into the rise in Gold prices. The FED does monitor precious metals but does not view it as a significant signal for macroeconomic conditions.
Strategy continues to spend $1.25B to accumulate an additional 13,627 BTC at an average price of ~$91,519 per BTC.
This is the third consecutive week the company has added Bitcoin to its reserves, increasing its total holdings to 687,410 BTC with an average purchase price of $75,353 per BTC.
LISA has recently been called a "stablecoin" by players farming alpha, due to its stability and sudden high alpha farming. It experienced a massive drop, splitting 4 times within 15 minutes.
The exact reason for the token's decline is currently unclear, but it's possible the dev team dumped coins secretly.
=> When farming alpha, players must be extremely cautious.
Vitalik confidently solves the blockchain's impossible trinity
"The impossible trinity has been solved—not just in theory, but through real, running code."
According to Vitalik, the long-standing challenge of balancing decentralization, security, and scalability can now run smoothly on Ethereum mainnet because the technology is finally ready: - PeerDAS: launched in the recent Fusaka upgrade in December, enabling cheaper and faster transactions on Layer1. - ZK-EVMs: expected to be partially implemented this year, significantly reducing hardware requirements and enabling more people to participate in running the network.
Vitalik emphasized that Ethereum needed 10 years to reach this point, and the journey is far from over; security improvements will continue to be prioritized in the coming period. #ETH
Bitcoin Core activities are buzzing again after years of silence
Last year, the number of emails discussing technical issues increased by 60% compared to 2024. The number of developers contributing code also rose from 112 to 135.
Bitcoin Core is the software that runs the Bitcoin network, maintained by programmers supported through donations.
This is seen as a positive sign for Bitcoin's long-term development, proving the protocol remains strong and continues to receive regular attention.
Bitmine last week collected an additional 32,977 ETH (~$104M), increasing its holdings to over 4.1 million ETH (~$12.9B), equivalent to 3.43% of the total ETH supply.
According to Tom Lee, Ethereum remains bright in 2026 due to: - Increasing U.S. support for the crypto industry - Wall Street driving the adoption of stablecoins and asset tokenization - Surging demand for identity verification and provenance tracking in the AI era - Commodities and precious metals have significantly risen in 2025, often serving as positive signals for crypto due to the trend of correlation
Strategy continues to spend $119M to acquire an additional 1.287 BTC
This is the second consecutive week that the company has added Bitcoin to its reserves, increasing its total holdings to 673,783 BTC. This time, Strategy did not disclose the average purchase price as they did in previous instances.
Meanwhile, they also added an additional $62M to their USD reserve fund, bringing the total fund size to $2.25B. This fund is used to pay dividends for preferred shares and cover interest payments.