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2026-04-01 · opinion — MicroStrategy started buying Bitcoin in 2020 with $250 million. Five years later, it holds over 500,000 BTC and trades at a perpetual premium to NAV. The playbook is being copied - but the imitators face a market that has already priced in the strategy.
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2026-04-01 · opinion — Bitcoin's four-year halving cycle has been the most reliable pattern in crypto. But the 2024 halving produced no parabolic blow-off top, no 80% crash, and no altseason. The cycle didn't repeat - and the reasons why suggest it never will again.
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2026-03-31 · opinion — Roughly 600 institutional investors disclosed Bitcoin ETF positions in their most recent 13F filings. Among them: state pension funds, sovereign wealth vehicles, and the retirement systems of teachers, firefighters, and government employees. Millions of people now have Bitcoin exposure without knowing it.
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2026-03-26 · bitcoin — US spot Bitcoin ETFs crossed $65B in cumulative net inflows, with $18.7B added in Q1 alone. Through a 50% price decline and geopolitical turmoil, institutions held.