Institutional Investor

Strategy estimates an accounting gain of $20.91 billion on its digital assets in the third quarter of 2026, according to its October 5 SEC filing. However, the nine-month balance remains negative by about $1.86 billion, according to our calculations.

The net flows of U.S. spot bitcoin ETFs reach 2.73 billion dollars from September 1 to 28, 2026, according to data from Farside Investors. August ended at 3.52 billion. But September is not like August: 2.42 billion, or 88% of the total, arrived in six sessions from September 21 to 28. Cointribune reconstructed the two months session by session to show it.

Capital B buys 13 BTC ($1.1M) through the issuance of 172,978 shares subscribed by TOBAM funds and holds 3,538 BTC. According to calculations, the company’s Bitcoin reserve is worth $57.7M less than its acquisition cost (ECB rate of 09/28/2026).

BitMine is not slowing down: 17,362 more ETH in seven days, 6 million now held in its Ethereum crypto treasury. But the most surprising may still be to come with the 5%.

Privacy coins are experiencing a spectacular comeback in the crypto market. In five months, Zcash and Monero have added 24.54 billion dollars in valuation amidst institutional interest and regulatory debates.

BitMine strengthens its Ethereum reserve with 27,180 ETH. Does this new crypto purchase change the game for ETH? Complete analysis.

According to Tom Lee, bitcoin quietly disrupts crypto portfolios: 2% initially, versus more than 80% today. Analysis.

Strive's bitcoin craze continues: $109M swallowed in seven days. Profitable crypto strategy or financial time bomb? Analysis.

After acquiring 28,086 ETH in one week, BitMine's Ethereum treasury reaches 5.93 million Ether. The company confirms having achieved 97% of its goal to own 5% of the total supply, but this ratio relies on its own count of 122 million ETH.

The XRP Ledger has just come out of its lethargy. Indeed, blockchain activity has experienced spectacular growth, as XRP closes the month under increased scrutiny. Active addresses, price evolution, and flows on exchange platforms redraw a conformation that fuels market expectations. Moreover, derivatives products consolidate this pressure with quantified forecasts observed by investors. Does this surge in activity on the XRP Ledger herald a true shift in momentum for XRP?

Bitcoin is increasingly embedding itself in the balance sheets of publicly traded companies. Thus, Strive has just expanded its bitcoin treasury strategy through a significant purchase. This acquisition allows it to consolidate its positions at a time when investors watch every capital movement. An unprecedented financial mechanism is illustrated behind this major operation: capital allocation, shareholder exposure, and reserve strategy are at the heart of the equation. What does this bitcoin offensive by Strive really reveal?

In five consecutive sessions, American spot Bitcoin ETFs have accumulated 1.92 billion dollars in inflows. These capital inflows bring their assets under management to around 100 billion dollars. At the same time, flows affect Ether, XRP, and Solana, proving that institutional interest now goes beyond bitcoin.

Like many companies, SharpLink Gaming transforms its treasury into a yield machine. Indeed, the Nasdaq-listed firm has just injected an additional 39,319 ETH into staking, approximately 91 million dollars. This new investment thus strengthens its position as the second largest institutional holder of Ether after BitMine. Like a volatile market, the company executives have decided to make their reserves work directly on Ethereum. This maneuver explains the transformation of crypto treasuries, currently developed as productive assets likely to generate on-chain income, rather than as reserves intended to sit idle on a balance sheet.

BitMine Immersion Technologies scales up on Ethereum. By bringing its holdings to 4.8% of the global ETH supply, the company led by Tom Lee no longer limits itself to an accumulation strategy. It also strengthens its exposure to the very operation of the network through staking. This concentration now places its acquisitions and infrastructure at the heart of questions about available supply, staking yields, and Ethereum governance. Thus, this rise could have a lasting impact on the economic balance of the second largest crypto.

Thousands of billions of dollars could converge towards bitcoin over the next decade. This projection, put forward by Matt Hougan, Chief Investment Officer at Bitwise Asset Management, illustrates the acceleration of institutional adoption of cryptos. Far from a mere speculative scenario, the development of ETFs and regulated investment vehicles pushes the largest asset and wealth managers to progressively integrate bitcoin into their allocation strategies. A dynamic that could sustainably redefine the valuation outlook of the crypto market.

Intesa Sanpaolo's latest SEC filing reveals a radical shift in its crypto ETF: less BTC, more staked Ethereum. The details!

The race for crypto treasuries is accelerating among listed companies, where each acquisition becomes a leverage for valuation and a signal sent to the markets. In this battle, Bitmine Immersion Technologies (BMNR) has just scored a new point. On August 3, the company revealed a weekly report combining a new accumulation of Ether (ETH) and a large share buyback program. An aggressive strategy that confirms the rise of ETH treasuries and revives the debate on the place of the second-largest crypto in corporate finance.

For years, a rule seemed immutable: when bitcoin soared, altcoins followed in its wake. This mechanism, which shaped several bullish cycles, now shows signs of exhaustion. Capital no longer spreads across the entire market but converges towards a handful of favored assets. Thus, the latest Wintermute report reveals this break. The massive influx of institutional investors is reshaping liquidity flows and questions the idea of a generalized altseason.

Wall Street accelerates its offensive on cryptos. Morgan Stanley Investment Management launches two new ETPs backed by Ether and Solana on the NYSE Arca, confirming the growing interest of major banks in smart contract blockchains. Long focused on bitcoin, traditional finance players are now broadening their exposure to other assets. With some of the lowest management fees in the market and a mechanism redistributing staking rewards, this new offer directly targets institutional investors seeking yield and ease of access.

Bitcoin is regaining ground, but a barrier continues to slow its ascent. Despite a rebound from nearly $58,000 to $63,955 in a few weeks and sustained interest in spot Bitcoin ETFs, the leading crypto struggles to regain control of a major technical threshold. Behind this persistent resistance lie market mechanisms far more complex than a simple lack of buyers. Why does this ceiling still block Bitcoin's upward momentum?

Gold rebounds after a 26% drop. Fund managers consider it undervalued for the first time since March 2023. Complete analysis.

Small holders abandon XRP, whales buy without hesitation. This unprecedented divide within the Ripple ecosystem reveals a massive token transfer between investors with opposite strategies. On-chain data shows that modest wallets capitulate under the effect of volatility, while the largest fortunes methodically strengthen their positions. This shift occurs as XRP has rebounded over 8% in five weeks and regained the $1.16 level. Such a signal could say much more about the market dynamics than just the price evolution.

The bet on bitcoin as a treasury asset turns into a nightmare for some listed companies. In London, the liquidation of Satsuma Technology marks a turning point for this model which had attracted markets in recent months. After raising hundreds of millions of dollars to accumulate BTC, several companies now see their valuations collapse, failing to maintain the stock premium that justified their strategy. This symbolic bankruptcy raises an essential question: have companies holding bitcoin in their treasury reached their limits?

Are retail investors shunning crypto? Key data reveal a critical drop in activity on social networks. All details here!

XRP-backed ETFs have just experienced their first significant setback in 2026. After months of enthusiasm around crypto-related financial products, the latest figures reveal a clear trend reversal. The capital outflows observed in these funds question the scenario of a seamless institutional adoption for the Ripple ecosystem. This change in dynamics raises questions about the strength of investors' appetite for altcoins through listed financial vehicles.

With a new purchase of $74M, BitMine strengthens its Ethereum treasury. Comprehensive analysis of a major institutional strategy.

After ten consecutive sessions of capital outflows, US spot Bitcoin ETFs have finally regained momentum with 221.7 million dollars of net subscriptions. This rebound ends a historic sequence of disengagement that had weakened institutional investors' sentiment. Is this the first sign of a sustainable capital return or just a pause in an still fragile trend? Behind this recovery lie major divergences between issuers and on-chain indicators, which invites to temper the significance of this rebound.

The first half of the year ends with a resounding warning signal for the crypto ecosystem, illustrating the inherent fragility of highly volatile markets in the face of global macroeconomic dynamics. Traditional stock indices show insolent resilience while the crypto market undergoes a purge, challenging theories of stabilizing institutional adoption.