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VIET NAM - TAX FRAMEWORK FOR CRYPTO ASSETS OFFICIALLY DEFINED
📊 QUICK SUMMARY – CIRCULAR 32/2026/TT-BTC (VIETNAM CRYPTO TAX)
1. The nature of the policy
• Issued on 27/03/2026 by the Ministry of Finance
• Applicable to transactions – transfers – business of crypto assets
• It is a pilot tax framework according to Resolution 05/2025
👉 This is the first time Vietnam has a clear tax framework for crypto
2. 3 core taxes applied
(1) Value Added Tax (VAT)
• Crypto transactions are NOT subject to VAT
👉 Significance:
1. The nature of the policy
• Issued on 27/03/2026 by the Ministry of Finance
• Applicable to transactions – transfers – business of crypto assets
• It is a pilot tax framework according to Resolution 05/2025
👉 This is the first time Vietnam has a clear tax framework for crypto
2. 3 core taxes applied
(1) Value Added Tax (VAT)
• Crypto transactions are NOT subject to VAT
👉 Significance:
FUEL COSTS SHOCKING INCREASE – MARKET PERSPECTIVE
📊 FUEL COSTS SHOCKING INCREASE – MARKET PERSPECTIVE
Are you feeling the heat from this cycle yet?
In just ~1 month coming back:
• Gas from ~20,000 → ~34,000 VND/liter (+70%)
• DO oil from ~18,870 → ~39,860 VND/liter (+111%)
A 10L tank of gas: from 200k → 340k
→ It's not that you are buying more expensively, but the purchasing power of money is sharply declining.
🔍 PERSONAL PERSPECTIVE
This is not just a story about gas prices.
This is an early signal of widespread inflationary pressure:
Are you feeling the heat from this cycle yet?
In just ~1 month coming back:
• Gas from ~20,000 → ~34,000 VND/liter (+70%)
• DO oil from ~18,870 → ~39,860 VND/liter (+111%)
A 10L tank of gas: from 200k → 340k
→ It's not that you are buying more expensively, but the purchasing power of money is sharply declining.
🔍 PERSONAL PERSPECTIVE
This is not just a story about gas prices.
This is an early signal of widespread inflationary pressure:
U.S. OFFICIALLY 'RELAXES' CRYPTO: MOST TOKENS ARE NOT SECURITIES
🇺🇸 U.S. OFFICIALLY 'RELAXES' CRYPTO: MOST TOKENS ARE NOT SECURITIES
A major turning point has just occurred as U.S. regulators issued new guidelines, providing the crypto industry with the highest level of legal clarity in many years.
🔍 MAIN SUMMARY
• The Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) confirm:
👉 Most tokens are NOT securities
• Establish a classification framework consisting of 5 groups:
A major turning point has just occurred as U.S. regulators issued new guidelines, providing the crypto industry with the highest level of legal clarity in many years.
🔍 MAIN SUMMARY
• The Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) confirm:
👉 Most tokens are NOT securities
• Establish a classification framework consisting of 5 groups:
BIP-360 - IS BITCOIN PREPARING FOR THE QUANTUM ERA?
🚨 BIP-360: IS BITCOIN PREPARING FOR THE QUANTUM ERA?
🔍 OVERVIEW
BIP-360 is an important upgrade proposal for Bitcoin, aimed at mitigating risks from quantum computers – a threat that is gradually becoming a reality.
The core of BIP-360 is the Pay-to-Merkle-Root (P2MR) mechanism – which helps hide the public key in transactions, thereby limiting the potential for it to be broken by quantum algorithms.
👉 This is a long-term preventive step, not yet a complete solution.
🔍 OVERVIEW
BIP-360 is an important upgrade proposal for Bitcoin, aimed at mitigating risks from quantum computers – a threat that is gradually becoming a reality.
The core of BIP-360 is the Pay-to-Merkle-Root (P2MR) mechanism – which helps hide the public key in transactions, thereby limiting the potential for it to be broken by quantum algorithms.
👉 This is a long-term preventive step, not yet a complete solution.
Bitcoin $BTC under $70,000 – FUD is being activated simultaneously
In less than 1 hour:
• BTC slid below the mark of $69,000
• Price dropped >1% in just 5 minutes
• Multiple transfers of 1,000 BTC (~70–71 million USD) from unknown wallet → unknown wallet
📌 The FUD is piling up in the market:
1️⃣ Price & sentiment FUD
The $70,000 mark is a strong psychological zone. Breaking this level triggers:
• Stop-loss
• Liquidation in the derivatives market
• Short-term “panic sell” effect
2️⃣ On-chain FUD (whale movement)
The chain of transactions of 1,000 BTC from an anonymous wallet:
• Easily interpreted as “whale preparing to dump”
• In reality: unknown → unknown does not mean selling, but is still enough to disturb retail sentiment
3️⃣ Institutional & media FUD
The story revolves around:
• Strategy / Michael Saylor shifting from large profits to unrealized losses
• Narrative being pushed in the direction of “Bitcoin strategy starting to pay the price”
4️⃣ Derivatives FUD
Price drops quickly in a short time frame →
• Funding rate fluctuates
• Weak longs being liquidated
• Technical selling pressure, fear
📊 Strategic perspective
This is a typical stress test phase of a growing market:
• Price drops → FUD appears → on-chain data is interpreted negatively
• While there is no confirmation of large selling from exchange wallets or institutions
👉 Key point:
The current market is not lacking in bad news — but mostly it is psychological + structural FUD, not a fundamental breaking event.
P/s: Additionally, there is FUB related to Binance & CZ 🥹
The right question at this moment is not “Will Bitcoin die?”
but rather: Who is panicking, and who is preparing to act? Where are we #OG ???
#DCEX_NETWORK #FUD #down&Down
In less than 1 hour:
• BTC slid below the mark of $69,000
• Price dropped >1% in just 5 minutes
• Multiple transfers of 1,000 BTC (~70–71 million USD) from unknown wallet → unknown wallet
📌 The FUD is piling up in the market:
1️⃣ Price & sentiment FUD
The $70,000 mark is a strong psychological zone. Breaking this level triggers:
• Stop-loss
• Liquidation in the derivatives market
• Short-term “panic sell” effect
2️⃣ On-chain FUD (whale movement)
The chain of transactions of 1,000 BTC from an anonymous wallet:
• Easily interpreted as “whale preparing to dump”
• In reality: unknown → unknown does not mean selling, but is still enough to disturb retail sentiment
3️⃣ Institutional & media FUD
The story revolves around:
• Strategy / Michael Saylor shifting from large profits to unrealized losses
• Narrative being pushed in the direction of “Bitcoin strategy starting to pay the price”
4️⃣ Derivatives FUD
Price drops quickly in a short time frame →
• Funding rate fluctuates
• Weak longs being liquidated
• Technical selling pressure, fear
📊 Strategic perspective
This is a typical stress test phase of a growing market:
• Price drops → FUD appears → on-chain data is interpreted negatively
• While there is no confirmation of large selling from exchange wallets or institutions
👉 Key point:
The current market is not lacking in bad news — but mostly it is psychological + structural FUD, not a fundamental breaking event.
P/s: Additionally, there is FUB related to Binance & CZ 🥹
The right question at this moment is not “Will Bitcoin die?”
but rather: Who is panicking, and who is preparing to act? Where are we #OG ???
#DCEX_NETWORK #FUD #down&Down
B
TRUTHUSDT
Perp
Closed
PNL
-6.31USDT
#plasma $XPL
Plasma (XPL) is the native token of the Plasma blockchain (Layer 1), specifically designed as an infrastructure for high-speed and extremely low-cost stablecoin payments.
Core points:
• Optimized for stablecoins: Supports USDT transfers almost for free, aimed at daily payments and usage.
• EVM-compatible L1 infrastructure: Easily deploy dApps from Ethereum, using the PoS consensus mechanism (PlasmaBFT) for fast and stable processing.
• Improved user experience: The paymaster mechanism allows transaction fees to be paid in stablecoins instead of holding XPL.
• Role of XPL: Used as gas, staking for network security, and governance.
• Tokenomics: Total supply of 10 billion XPL; allocated for ecosystem, team, investors, and public sale; with an initial inflation of ~5%/year to reward validators, combined with fee burning to limit dilution.
Conclusion: @Plasma
Plasma positions itself as a global scale stablecoin payment infrastructure, where money moves as quickly as the internet. The remaining question is whether this “stablecoin-first” approach is sufficient to make Plasma the preferred payment layer for the era of digital dollars.
#DCEX_NETWORK #MarketCorrection #XPLBlock
Plasma (XPL) is the native token of the Plasma blockchain (Layer 1), specifically designed as an infrastructure for high-speed and extremely low-cost stablecoin payments.
Core points:
• Optimized for stablecoins: Supports USDT transfers almost for free, aimed at daily payments and usage.
• EVM-compatible L1 infrastructure: Easily deploy dApps from Ethereum, using the PoS consensus mechanism (PlasmaBFT) for fast and stable processing.
• Improved user experience: The paymaster mechanism allows transaction fees to be paid in stablecoins instead of holding XPL.
• Role of XPL: Used as gas, staking for network security, and governance.
• Tokenomics: Total supply of 10 billion XPL; allocated for ecosystem, team, investors, and public sale; with an initial inflation of ~5%/year to reward validators, combined with fee burning to limit dilution.
Conclusion: @Plasma
Plasma positions itself as a global scale stablecoin payment infrastructure, where money moves as quickly as the internet. The remaining question is whether this “stablecoin-first” approach is sufficient to make Plasma the preferred payment layer for the era of digital dollars.
#DCEX_NETWORK #MarketCorrection #XPLBlock
PLASMA - XPL STRONG FINANCIAL FUTURE & THE RISKS THAT NEED TO BE ADDRESSED
$XPL – FINANCIAL GROWTH FUTURE & THE RISKS OF RECESSION THAT NEED TO BE ADDRESSED
XPL, the native token of the Plasma blockchain, is positioned as a specialized Layer 1 infrastructure for stablecoins – with the ambition of becoming a low-cost, high-speed payment layer for digital finance. However, the growth prospects of XPL in the upcoming period will depend on the ability to balance practical application expansion and the impending supply pressure.
XPL, the native token of the Plasma blockchain, is positioned as a specialized Layer 1 infrastructure for stablecoins – with the ambition of becoming a low-cost, high-speed payment layer for digital finance. However, the growth prospects of XPL in the upcoming period will depend on the ability to balance practical application expansion and the impending supply pressure.
MrBeast steps into Digital Banking
MrBeast steps into digital banking – and this is a big signal for Crypto & Stablecoin
MrBeast doesn't buy memes?
$BTC He bought a bank for Gen Z.
Beast Industries just acquired Step Mobile – a banking app aimed at young people, free accounts – Visa card – U.S. federal insurance.
👉 This is not entertainment. This is the takeover of the new generation of money.
Why should the Crypto community pay attention?
Gen Z is not loyal to traditional banks
MrBeast doesn't buy memes?
$BTC He bought a bank for Gen Z.
Beast Industries just acquired Step Mobile – a banking app aimed at young people, free accounts – Visa card – U.S. federal insurance.
👉 This is not entertainment. This is the takeover of the new generation of money.
Why should the Crypto community pay attention?
Gen Z is not loyal to traditional banks
Is Bitcoin experiencing a technical rebound or a Bull Trap? The 'survival' plan for Traders & Holders 2026
Is Bitcoin experiencing a technical rebound or a Bull Trap? Decoding according to Wyckoff - The 'survival' plan for Traders & Holders 2026
$BTC
BTC just had a rebound after a strong decline – but the market has not confirmed the trend. This could be the Last Point of Supply (LPSY) in the Wyckoff model... or just a temporary short squeeze before testing deeper lows.
Latest market insight:
• Sentiment remains in extreme fear → cautious money flow, risk-off
$BTC
BTC just had a rebound after a strong decline – but the market has not confirmed the trend. This could be the Last Point of Supply (LPSY) in the Wyckoff model... or just a temporary short squeeze before testing deeper lows.
Latest market insight:
• Sentiment remains in extreme fear → cautious money flow, risk-off
#bitcoingooglesearchessurge #DCEX_NETWORK #tonydong
Bitcoin Google Searches Surge: A signal that retail is coming back or just a reaction to volatility?
Google Trends has recently recorded a strong increase in searches for the keywords “Bitcoin” and “How to buy Bitcoin,” reaching a 12-month high and even hitting historical peaks in some areas.
What is notable is that this increase did not occur during a period of strong price growth, but appeared when the market experienced significant volatility and unstable sentiment.
Why is there a surge in Bitcoin searches?
1. Volatility is the biggest catalyst
Bitcoin has sharply dropped from around $81,500 to nearly $60,000 in just a few days, triggering a global wave of searches.
History shows that significant fluctuations often pull retail back into the market, whether due to fear or opportunity.
2. Retail is coming back – but with a different mindset
Experts believe that the surge in searches indicates that retail is “re-engaging,” assessing opportunities after strong corrections.
In particular, queries like “buy Bitcoin” have surged, reflecting a mindset of preparing to act, not just observing.
This often appears during key transitional phases of the cycle.
3. Institutional adoption provides a foundation
The flow of Bitcoin ETFs and institutional participation has contributed to maintaining long-term interest, reinforcing the narrative of “digital gold.”
Unlike previous cycles, retail is no longer the sole driver — but is reacting to institutional money.
Bitcoin Google Searches Surge: A signal that retail is coming back or just a reaction to volatility?
Google Trends has recently recorded a strong increase in searches for the keywords “Bitcoin” and “How to buy Bitcoin,” reaching a 12-month high and even hitting historical peaks in some areas.
What is notable is that this increase did not occur during a period of strong price growth, but appeared when the market experienced significant volatility and unstable sentiment.
Why is there a surge in Bitcoin searches?
1. Volatility is the biggest catalyst
Bitcoin has sharply dropped from around $81,500 to nearly $60,000 in just a few days, triggering a global wave of searches.
History shows that significant fluctuations often pull retail back into the market, whether due to fear or opportunity.
2. Retail is coming back – but with a different mindset
Experts believe that the surge in searches indicates that retail is “re-engaging,” assessing opportunities after strong corrections.
In particular, queries like “buy Bitcoin” have surged, reflecting a mindset of preparing to act, not just observing.
This often appears during key transitional phases of the cycle.
3. Institutional adoption provides a foundation
The flow of Bitcoin ETFs and institutional participation has contributed to maintaining long-term interest, reinforcing the narrative of “digital gold.”
Unlike previous cycles, retail is no longer the sole driver — but is reacting to institutional money.
BREAKING: MILITARY RUMORS HEATING UP THE MIDDLE EAST
🚨 BREAKING: MILITARY RUMORS HEATING UP THE MIDDLE EAST – MARKETS ABOUT TO FLUCTUATE
-
A series of rumors circulating on social media claim that many U.S. C-17 military transport aircraft are moving to the Middle East, raising concerns about a new military escalation in the region.
Some unverified sources even mention the scenario of direct tension with Iran in the coming days.
-
A series of rumors circulating on social media claim that many U.S. C-17 military transport aircraft are moving to the Middle East, raising concerns about a new military escalation in the region.
Some unverified sources even mention the scenario of direct tension with Iran in the coming days.
Why does the news of “big exchange stopping withdrawals” always flare up during a downtrend?
Why does the news of “big exchange stopping withdrawals” always flare up during a downtrend?
Every time the market drops sharply, a familiar scenario reappears:
👉 “Exchange A, Exchange B, C stops withdrawals.”
The reality is:
Most cases are short-term technical issues or wallet maintenance
But in the context of falling prices + liquidation + psychological pressure, this information is easily interpreted as liquidity risk
$BTC $ETH $BNB
📉 This is cyclical FUD, not a fundamental event caused by errors or restrictions:
Every time the market drops sharply, a familiar scenario reappears:
👉 “Exchange A, Exchange B, C stops withdrawals.”
The reality is:
Most cases are short-term technical issues or wallet maintenance
But in the context of falling prices + liquidation + psychological pressure, this information is easily interpreted as liquidity risk
$BTC $ETH $BNB
📉 This is cyclical FUD, not a fundamental event caused by errors or restrictions:
Crypto Market Update | 7 Feb 2026
Crypto Market Update | 7 Feb 2026
After a strong correction phase since the end of January, the cryptocurrency market is recording a short-term technical recovery, but there are no signs of a reversal in the medium to long-term trend.
Overall picture:
Bitcoin fluctuates in the range of 65,000–68,000 USD, slightly recovering after breaking the previous support zone.
Ethereum and major altcoins follow BTC but the recovery strength is weak, reflecting that the money flow has not clearly returned.
After a strong correction phase since the end of January, the cryptocurrency market is recording a short-term technical recovery, but there are no signs of a reversal in the medium to long-term trend.
Overall picture:
Bitcoin fluctuates in the range of 65,000–68,000 USD, slightly recovering after breaking the previous support zone.
Ethereum and major altcoins follow BTC but the recovery strength is weak, reflecting that the money flow has not clearly returned.
CRYPTO CASH FLOW MAP SHAPING THE MARKET
CURRENT CRYPTO CASH FLOW MAP: 5 MAIN TRENDS SHAPING THE MARKET
The market is not short of stories, but only a few narratives are actually attracting capital. Currently, cash flow is dividing into 5 major axes:
1️⃣ Expectation of Altcoin Season – Narrative ahead of cash flow
Altcoins and memecoins are back in the discussion spotlight, but data shows it’s still just expectation. The 30-day performance is only +0.36%, while the Altcoin Season Index is at 23 (Bitcoin Season). #AltcoinSeason26
The market is not short of stories, but only a few narratives are actually attracting capital. Currently, cash flow is dividing into 5 major axes:
1️⃣ Expectation of Altcoin Season – Narrative ahead of cash flow
Altcoins and memecoins are back in the discussion spotlight, but data shows it’s still just expectation. The 30-day performance is only +0.36%, while the Altcoin Season Index is at 23 (Bitcoin Season). #AltcoinSeason26
GEOPOLITICS SHOCK 2026: WHERE WILL THE CASH FLOW IN THE NEXT 7–30 DAYS?
🚨 GEOPOLITICS SHOCK 2026: WHERE WILL THE CASH FLOW IN THE NEXT 7–30 DAYS?
#IranConfirmsKhameneiIsDead
SUMMARY OF MAIN DEVELOPMENTS
The geopolitical shock in Iran is creating a ripple effect across the entire global financial market. A familiar pattern is emerging:
➡️ Short-term risk-off → repositioning cash flow → differentiation of safe assets and risky assets
GOLD – SHORT-TERM SAFE HAVEN
• Institutional cash flow is shifting to defense
#IranConfirmsKhameneiIsDead
SUMMARY OF MAIN DEVELOPMENTS
The geopolitical shock in Iran is creating a ripple effect across the entire global financial market. A familiar pattern is emerging:
➡️ Short-term risk-off → repositioning cash flow → differentiation of safe assets and risky assets
GOLD – SHORT-TERM SAFE HAVEN
• Institutional cash flow is shifting to defense
Bitcoin breaks 65K: the next 48 hours decide “hold the form or collapse” – which side are you on?
BTC at the beginning of this week just broke the support level of 65,000 USD – not a panic drop, but a real liquidity test.
The next 48 hours will decide: is this a “shakeout” or the beginning of a deeper correction. @Binance BiBi @涛的财富笔记 @Bitcoin.com $BNB
⸻
UPDATE ON ACTUAL BTC PRICE (based on market data):
• BTC has dropped more than 7% this week and nearly 20% since the beginning of 2026 – reflecting a widespread risk-off sentiment.
The next 48 hours will decide: is this a “shakeout” or the beginning of a deeper correction. @Binance BiBi @涛的财富笔记 @Bitcoin.com $BNB
⸻
UPDATE ON ACTUAL BTC PRICE (based on market data):
• BTC has dropped more than 7% this week and nearly 20% since the beginning of 2026 – reflecting a widespread risk-off sentiment.
Giggle Academy – When Web3 enters the stage of building a practical foundation for users
🎓 Giggle Academy – When Web3 enters the stage of building a practical foundation for users
After the AMA session on Binance Square, Changpeng Zhao (CZ) only posted a short line:
“All tips will go to Giggle Academy.”
Not talking about the price.
Not talking about the market.
No token shilling.
→ This is a strategic statement, not a random action. @Binance BiBi
1) What is Giggle Academy actually?
Giggle Academy is a global free educational platform, focusing on:
After the AMA session on Binance Square, Changpeng Zhao (CZ) only posted a short line:
“All tips will go to Giggle Academy.”
Not talking about the price.
Not talking about the market.
No token shilling.
→ This is a strategic statement, not a random action. @Binance BiBi
1) What is Giggle Academy actually?
Giggle Academy is a global free educational platform, focusing on:
QUICK UPDATE SAPIEN TOKEN
QUICK UPDATE SAPIEN TOKEN
$SAPIEN
Technical structure of discount: SAPIEN trades below key EMA lines with negative MACD indicator and RSI near neutral; resistance threshold $0.0838 remains strong
Capital outflow & weak sentiment: Net outflow reached $15.25 million, fear at extreme levels (12/100), along with declining trading volume indicating weak confidence
The dominance of short selling by smart investors: 132 whales short selling compared to 76 whales buying; short selling predominates with a ratio of 55%, however, buying investors still persist in holding despite suffering a 9% loss
$SAPIEN
Technical structure of discount: SAPIEN trades below key EMA lines with negative MACD indicator and RSI near neutral; resistance threshold $0.0838 remains strong
Capital outflow & weak sentiment: Net outflow reached $15.25 million, fear at extreme levels (12/100), along with declining trading volume indicating weak confidence
The dominance of short selling by smart investors: 132 whales short selling compared to 76 whales buying; short selling predominates with a ratio of 55%, however, buying investors still persist in holding despite suffering a 9% loss
$WLFI 🔥 Warning, avoid FOMO, avoid providing liquidity for sharks.
✅ I will provide research information for everyone to have an overview.
$WLFI is a governance token belonging to the DeFi ecosystem issued by World Liberty Financial (WLF), known for its close ties to the Trump family.
The first unlock will take place on September 1, 2025, when 20% of the tokens sold in public sale rounds (at $0.015 and $0.05) will be unlocked through the Lockbox mechanism on Ethereum.$ETH
80% of the remaining tokens, as well as the tokens of the development team.
Be careful of FOMO.
Risks from concentrated power and lack of transparency
• The Trump family holds the majority of profits from the token issuance (~75%) and has significant influence over the project.
The “crypto treasury” mechanism through Alt5 Sigma poses a risk of price manipulation or group interests.
How to “ride the peak”?
• The price may surge immediately after unlocking due to market sentiment and FOMO.
• However, a massive sell-off may occur shortly after, both from individual investors taking profits or from large funds/investors if they gain access to a larger amount of tokens later.
If you want to invest long-term, be patient and wait, the token will definitely have a strong sell-off and then stabilize; if you want, you can enter at this time…
Wishing everyone good luck in the market!
#DCEX #DCEX_NETWORK #tonydong
* This article is for informational purposes only and does not constitute investment advice.
✅ I will provide research information for everyone to have an overview.
$WLFI is a governance token belonging to the DeFi ecosystem issued by World Liberty Financial (WLF), known for its close ties to the Trump family.
The first unlock will take place on September 1, 2025, when 20% of the tokens sold in public sale rounds (at $0.015 and $0.05) will be unlocked through the Lockbox mechanism on Ethereum.$ETH
80% of the remaining tokens, as well as the tokens of the development team.
Be careful of FOMO.
Risks from concentrated power and lack of transparency
• The Trump family holds the majority of profits from the token issuance (~75%) and has significant influence over the project.
The “crypto treasury” mechanism through Alt5 Sigma poses a risk of price manipulation or group interests.
How to “ride the peak”?
• The price may surge immediately after unlocking due to market sentiment and FOMO.
• However, a massive sell-off may occur shortly after, both from individual investors taking profits or from large funds/investors if they gain access to a larger amount of tokens later.
If you want to invest long-term, be patient and wait, the token will definitely have a strong sell-off and then stabilize; if you want, you can enter at this time…
Wishing everyone good luck in the market!
#DCEX #DCEX_NETWORK #tonydong
* This article is for informational purposes only and does not constitute investment advice.
Michael Saylor & Strategy: The major test of Bitcoin strategy at an organizational scale
Strategy Inc. (formerly MicroStrategy) currently holds 713,502 BTC – the largest Bitcoin portfolio in the world among publicly traded companies.
• Total investment capital: ~54.26 billion USD
• Average purchase price: ~76,052 USD/$BTC BTC
When Bitcoin fell below 71,000 USD, Strategy recorded an unrealized loss estimated at ~11.8 billion $USDC USDT at market prices.
Notable points:
• This is not a realized loss, but a temporary accounting loss (unrealized loss).
• At the peak of the 2025 cycle, when BTC surpassed the 125,000 USD range, this portfolio had previously achieved an unrealized profit of over 30 billion USD.
• Strategy did not sell, even continuing to buy more BTC during pullbacks, reflecting a long-term hold perspective as a strategic treasury asset.
📌 Strategic perspective
Strategy has transformed from a software company to a “Bitcoin-first balance sheet” model. This:
• Amplifies profits when the market is favorable
• But also makes MSTR stock and the financial structure extremely sensitive to BTC fluctuations
👉 This is no longer a true or false story about Bitcoin, but rather:
A historical experiment in incorporating digital assets into the balance sheet on a scale of tens of billions of USD.
The market is watching to see:
• Whether Saylor's long-term belief will be validated
• Or whether capital costs and volatility will become a strategic pressure
#Bitcoin #MichaelSaylor #Strategy #CorporateTreasury #DigitalAssets #DCEX_NETWORK $ETH
Strategy Inc. (formerly MicroStrategy) currently holds 713,502 BTC – the largest Bitcoin portfolio in the world among publicly traded companies.
• Total investment capital: ~54.26 billion USD
• Average purchase price: ~76,052 USD/$BTC BTC
When Bitcoin fell below 71,000 USD, Strategy recorded an unrealized loss estimated at ~11.8 billion $USDC USDT at market prices.
Notable points:
• This is not a realized loss, but a temporary accounting loss (unrealized loss).
• At the peak of the 2025 cycle, when BTC surpassed the 125,000 USD range, this portfolio had previously achieved an unrealized profit of over 30 billion USD.
• Strategy did not sell, even continuing to buy more BTC during pullbacks, reflecting a long-term hold perspective as a strategic treasury asset.
📌 Strategic perspective
Strategy has transformed from a software company to a “Bitcoin-first balance sheet” model. This:
• Amplifies profits when the market is favorable
• But also makes MSTR stock and the financial structure extremely sensitive to BTC fluctuations
👉 This is no longer a true or false story about Bitcoin, but rather:
A historical experiment in incorporating digital assets into the balance sheet on a scale of tens of billions of USD.
The market is watching to see:
• Whether Saylor's long-term belief will be validated
• Or whether capital costs and volatility will become a strategic pressure
#Bitcoin #MichaelSaylor #Strategy #CorporateTreasury #DigitalAssets #DCEX_NETWORK $ETH
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