Data shows the Bitcoin treasury companies have shown an inflection recently, something that has turned out to be bullish in the past. Last Two Bitcoin Treasury Capitulation Inflections Led To Bullish Action In a new post on X, Capriole Investments founder Charles Edwards has talked about the latest trend in the buying participation of the Bitcoin Digital Asset Treasuries (DATs).
Blockstream CEO Adam Back has introduced a compelling perspective on Bitcoin treasury companies, describing them as strategic arbitrage plays between todays fiat-based financial system and a future potentially dominated by Bitcoin. His view strengthens the case for aggressive Bitcoin accumulation strategies adopted by firms like Strategy and other corporations entering the space.
Strategy has reaffirmed its commitment to STRCs 11.5% dividend for May 2026, signaling continued confidence in its Bitcoin-focused financial strategy despite ongoing skepticism from critics. The preferred equity instrument is gaining traction among institutional investors, with daily trading volume exceeding $380 million, highlighting strong market participation and liquidity.
Riot Platforms is accelerating its transition from a bitcoin mining-focused business to an AI and high-performance computing infrastructure provider, highlighted by a major expansion deal with Advanced Micro Devices (AMD). The company has doubled its contracted capacity at its Rockdale, Texas facility to 50 megawatts (MW), with an option to scale up to 150MW.
Rallies driven by a lack of sellers instead of the presence of sustained, aggressive buyers are structurally weaker.
Bitcoin is trading below a key cost threshold that short-term holders paid to acquire it — a sign that many recent buyers are sitting on losses heading into one of the largest options expiry events of the month. Related Reading: 23 Billion+ XRP Already Quantum Safe, According To New Wallet Analysis Bitcoin: Bears Hold The Edge Going Into Expiry Glassnode data shows Bitcoin is currently priced under the Short-Term Holder Cost Basis of $78,900, and also below the True Market Mean of $78,000.
Geopolitical tensions and rising oil prices drive economic uncertainty, prompting investors to favor safer assets over volatile cryptocurrencies. Iran conflict raises oil prices, impacts Bitcoin reaching $79K by April 30.
Japanese giant SBI Group is bringing crypto rewards into everyday spending with a new Visa card offering that converts points into BTC, ETH, or XRP. The campaign offers rewards of up to 10% for Gold users and 2.5% for standard users.
April's rebound raises focus on whether May continues the trend or enters a consolidation phase
JP Morgan's acceptance of Bitcoin as collateral signals growing institutional trust, potentially boosting long-term crypto adoption and integration. JP Morgan Chase to accept Bitcoin as collateral for institutional loans.
ETF inflows and nonstop crypto trading drive stronger digital asset performance globally
President Donald Trump told Congress on Thursday that U.S. military hostilities with Iran have ended, a declaration timed to the 60-day deadline under the War Powers Resolution of 1973 that gives markets and investors a clearer geopolitical signal heading into May. Key Takeaways: Trump declared U.S.