Vinanz Ltd (LSE:BTC, OTCQB:VINZF), the Bitcoin-focused investment company listed on the London Stock Exchange, has launched a fresh retail share offer worth £1 million and confirmed its name change to London BTC Company. The group, which holds 65 Bitcoin and operates mining operations across the United States and Canada, is selling roughly 5.4 million new shares at 18.5p apiece through the Winterflood Retail Access Platform, known as WRAP.
Bitcoin has been the primary beneficiary of investment capital in the Digital Asset space since the approval of spot ETFs in early 2024. June is showing a potential change in sentiment, with negative net flow through June 7th. With Grayscale's Bitcoin Mini Trust being a notable exception, most US-listed spot Bitcoin ETFs have negative BTC-denominated AUM growth year to date.
I've become a strong Bitcoin believer and shifted my portfolio allocation to BTC and correlated assets like MicroStrategy. MSTR's recent underperformance versus Bitcoin is due to relentless ATM equity offerings, compressing its premium to net asset value (mNAV). Despite dilution concerns, MSTR's bold capital raises are a calculated bet on Bitcoin's long-term potential, aiming for massive future accretion.
Bitcoin's (BTC -0.89%) price is up almost 40% in the past six months, and it might be going even higher soon. This trend is not simply random fluctuation in the asset's price.
A bear market is one of the best opportunities to invest in crypto, with one key caveat: You need to choose your investments very carefully. Bear markets tend to separate the crypto contenders from the pretenders.
Singapore, Singapore, March 31st, 2025, FinanceWire FBS, a leading global broker, has released a new analysis examining the impact of the US government’s decision to establish a Strategic Bitcoin Reserve. This move, announced by President Donald Trump in March 2025, officially recognizes Bitcoin as a reserve asset and signals a shift in financial strategy. The FBS analysis explores market reactions, historical parallels, and the potential geopolitical implications of this development. FBS analysts note that the market reaction was swift. Following the announcement, Bitcoin surged over 10%, briefly surpassing $94 000, while Ethereum gained 13% to exceed $2500. The global crypto market cap expanded by $300 billion, reflecting renewed investor confidence. However, upon confirmation that no additional BTC purchases were planned, Bitcoin later dipped 5% to $85 000. The market stabilized, with Bitcoin recovering to $89 000 by the next trading session. FBS analysts draw parallels between the U.S. Bitcoin Reserve and past catalysts, such as ETF approvals and Bitcoin halvings, which have historically driven long-term price growth. With the latest halving in April 2024 reducing new BTC supply, combined with government accumulation, Bitcoin’s upward trajectory remains intact. Projections estimate Bitcoin could reach $125 000 – $200 000 by late 2025, supported by institutional adoption and evolving US policies. The US move is expected to influence global financial strategies, prompting discussions on whether other nations will adopt similar reserves. Japan, the European Union, and Middle Eastern sovereign wealth funds may reassess their crypto stance, while geopolitical rivals such as China and Russia may seek alternative strategies. Institutional investors and hedge funds are also expected to accelerate their Bitcoin allocations in response to its growing legitimacy. Looking ahead FBS analysts highlight that while short-term volatility may persist, the US Bitcoin Reserve represents a significant milestone in digital finance. As regulatory clarity improves and institutional demand rises, Bitcoin’s role as a global asset is further cemented. FBS remains committed to supporting its clients in navigating this evolving landscape with practical insights and cutting-edge trading solutions. Users can discover more in the full FBS analysis. About FBS FBS is a global brand that unites several independent brokerage companies under the licenses of FSC (Belize), CySEC (Cyprus), and ASIC (Australia). With 16 years of experience and over 100 international awards, FBS is steadily developing as one of the market’s most trusted brokers. Today, FBS serves over 27 000 000 traders and more than 700 000 partners around the globe. Disclaimer: This material does not constitute a call to trade, trading advice, or recommendation and is intended for informational purposes only. Contact The FBS Press [email protected] The post FBS Explores the US Bitcoin Reserve and Its Market Implications appeared first on Invezz
Grayscale's BTC ETF offers low-cost Bitcoin exposure with a 0.15% fee, $3.55B AUM, and 38,012.91 BTC held in custody. BTC ETF minimizes fee impact over time, and this makes it more aligned with Bitcoin's long-term value compared to its peers. I see this Bitcoin dip as a pullback, not the start of a bear market—based on both cyclical and statistical analysis.
MicroStrategy holds 471,107 BTC valued at $46.1B, with $15.7B in unrealized gains as of February 2025. The company aims for $10B in BTC gains and a 15% BTC yield in calendar year 2025. Raised $18.8B via equity and $6.2B in convertible debt to fund its aggressive Bitcoin accumulation strategy.
MicroStrategy's new $500 million STRF preferred stock offers a 10% fixed dividend, targeting income-focused investors like pension funds and insurers. STRF's structure avoids equity dilution, providing a reliable yield, unlike STRK, which includes a conversion option to common stock. Saylor's strategy leverages both STRF and STRK to maximize Bitcoin accumulation while minimizing dilution, adapting to market conditions.
Leveraged ETFs suffer from volatility drag, causing them to underperform their benchmarks, which can be exploited by shorting leveraged ETFs while buying the underlying asset. Backtesting since July 2023 shows a strategy of 67% BTC and 33% short BITX yielding a 34.03% annualized return with lower drawdowns. Adjusting the allocation to 75% BTC and 25% short BITX increases annualized returns to 45.73%, but with tail risk.
Dozens of cryptocurrencies soared in value last year. But so far, 2025 has been a dud.
I maintain a strong buy rating for MSTR, projecting a 20X increase in market cap over the next decade due to its evolving role as Bitcoin's investment bank. Strategy's issuance of preferred shares (STRK and STRF) strengthens my thesis that it channels BTC through its capital structure, creating BTC-backed securities. MSTR benefits from BTC volatility by monetizing it, increasing BTC per share, and generating a BTC Yield, despite potential risks in a bear market.