In a recent Cointelegraph interview, macro investor James Lavish explains why markets are pricing in a quick end to the Iran war — and what could happen if that assumption is wrong. In the latest interview with Cointelegraph, macro investor and former hedge fund manager James Lavish issued a stark warning to Bitcoin holders and global investors: markets may be pricing in a quick resolution to the Iran conflict — but if that assumption proves wrong, the consequences could be severe. Lavish argued that if the conflict drags on and keeps pressure on oil prices, the result could be a fresh inflation shock, renewed fears of stagflation and a major repricing across global markets. In his view, this scenario would put the Federal Reserve in an impossible position: unable to raise rates aggressively without risking recession, yet unable to cut rates due to persistent inflation. Read more
Corporate Bitcoin holders split as Strategy holds firm while Nakamoto sells at a loss, exposing risks of debt-driven accumulation and a shifting treasury model under pressure. Corporate Bitcoin (BTC) holders are diverging into two distinct paths amid continued market pressure. While Strategy held steady on its massive BTC reserves, Nakamoto Holdings moved in the opposite direction, selling at a loss and trimming exposure as it reworks its balance sheet. The contrast highlights a growing divide in the corporate Bitcoin treasury model. Some holders have refused to sell, treating BTC as a long-term reserve asset and doubling down through volatility, while others are being forced to unlock liquidity, book losses or rethink capital allocation. With Bitcoin down 46% from its peak, the risks behind debt-fueled or aggressive buying strategies are becoming harder to ignore. Read more
A CKPool-connected solo miner just landed a $210,000 Bitcoin block reward, one of only 20 solo‑mined blocks in the past year, as listed miners sell BTC to stay afloat. A solo Bitcoin miner secured a roughly $210,000 block reward on Thursday, proving that the so-called “mining lottery” is still paying out even if industrial operators dominate the network. The miner, connected to CKPool’s solo service, found block 943,411 and earned 3.139 BTC in subsidy and transaction fees, according to data from block explorer mempool.space. Solo mining remains rare. Statistics compiled by Bennet’s tracker show that solo mining pools have found just 20 Bitcoin (BTC) blocks over the last 12 months, paying out a total of 62.96 BTC, roughly one win every 18.7 days on average. The longest “drought” between blocks was 58 days, and the previous solo win came on Feb. 28. Read more
ARK Invest CEO Cathie Wood said that Bitcoin as a "proven" asset would no longer experience drawdowns of 85% or more from all-time highs. Bitcoin (BTC) is “done” with drawdowns of 85% or more from all-time highs, says ARK Invest CEO, Cathie Wood. Key points: Bitcoin will not see another correction of 85% or more versus its latest all-time high, Cathie Wood argues. Read more
CryptoQuant data shows there are 8.2 million Bitcoin currently at a loss, which is still under the amount of Bitcoin at a loss during the 2022 bear market. The amount of Bitcoin supply in profit and loss is now getting closer to levels typical of a bear market, according to a CryptoQuant analyst. There are currently about 11.2 million Bitcoin (BTC) in profit. The previous bear market recorded 9 million BTC in profit at its lowest point, CryptoQuant analyst "Darkfost" said Thursday. CryptoQuant data also shows there are about 8.2 million Bitcoin at a loss, with Glassnode data confirming it’s at levels not seen since late 2022. Read more
Circle, known for issuing stablecoins including USDC and EURC, is expanding into the Bitcoin space, targeting institutional users. Stablecoin issuer Circle said it plans to launch its own version of a wrapped Bitcoin, which would put it against incumbents Coinbase and BitGo as it targets institutional users. The asset, called cirBTC and announced on Thursday, is set to launch on Ethereum, backed 1:1 by bitcoin (BTC) and aimed at over-the-counter desks, market makers and lending protocols. Circle said the asset is designed to provide institutions with a “highly secure and neutral version of wrapped BTC.” Read more
Arkham also flagged a 500 Bitcoin outflow from Riot on Thursday, while MARA Holdings, Genius Group and Nakamoto Holdings sold a combined 15,501 Bitcoin in the last week. Bitcoin miner Riot Platforms sold 3,778 Bitcoin in the first quarter, adding to a recent wave of sales by crypto firms amid tough market conditions. The Bitcoin (BTC) was sold at an average price of $76,626, netting Riot $289.5 million, according to the miner’s operational update released on Thursday. Bitcoin was trading at $66,867 as of Friday. The miner produced 1,473 Bitcoin for the quarter and had 15,680 coins on its books at the end of Q1. Blockchain intelligence platform Arkham also flagged a 500 Bitcoin outflow from a wallet it attributed to Riot Platforms on Thursday. Read more
Are Bitcoin’s odds for a rally to $75,000 diminished by a weakening US economy, the war in Iran and multiple institutional BTC holders selling in the open market? Key takeaways: Private credit risks and weak US jobs market data drive Bitcoin lower, but is there a silver lining? Institutional Bitcoin ETF outflows and miner sales test BTC's strength, but the Federal Reserve's options for addressing the federal deficit may also favor scarce assets. Read more
Soluna expanded into artificial intelligence in 2024 to shore up declining revenues from its crypto mining business, mirroring an industry-wide shift toward AI workloads. Soluna Holdings, a publicly traded Bitcoin (BTC) mining and AI infrastructure company focused on renewable energy, announced on Thursday that it closed a $53 million deal to acquire a wind farm to power its upcoming Project Dorothy 3 AI data center campus. The Briscoe Wind Farm, located in Briscoe County, Texas, has a potential capacity of up to 300 megawatts (MW), according to the company's announcement. The company forecasts that the facility will generate annualized revenue between $20 million and $24.4 million. Read more
About 44% of Bitcoin's circulating supply trades underwater at $66,000 with weak spot demand weighing on market sentiment. Bitcoin (BTC) traded at $66,450 on Thursday, a 47% drawdown from its all-time high of $126,000 reached in October 2025. As a result, many BTC holders are sitting on significant unrealized losses, underscoring the risks still facing Bitcoin investors at current levels. Key takeaways: Bitcoin’s 47% drawdown from its $126,000 all-time high has left holders with nearly $600 billion in unrealized losses. Read more
Analysis warned that Bitcoin risked falling to $10,000 in the long term as BTC price action fell with US stocks thanks to oil-supply concerns. Bitcoin (BTC) gained a $10,000 price warning as stocks took a fresh hit over oil-supply fears at Thursday’s Wall Street open. Key points: $10,000 BTC prices may return as the market struggles to hold ground, says new analysis. Read more
Arkham data linked a 500 BTC outflow to Riot Platforms, worth roughly $34 million, as Bitcoin miners and treasury companies navigate listing pressures and volatile market conditions. Arkham flagged a 500 Bitcoin outflow from a wallet it attributes to Riot Platforms on Wednesday, in a possible sale the company had not publicly commented on by publication time. The Bitcoin (BTC) wallet outflow sale comes shortly after Riot posted record 2025 revenue of around $647 million, driven by an increase in Bitcoin mining revenue, and amid other recent Bitcoin disposals by large listed miners. Last week, MARA Holdings disclosed that it sold about $1.1 billion worth of Bitcoin in March to repurchase convertible debt at a discount, reflecting similar moves by other public miners that have collectively sold over 15,000 BTC in recent months as they balance operational needs and investment plans against a more volatile price and cost backdrop. Read more
Metaplanet lifted its Bitcoin holdings to 40,177 in Q1 after buying over $400 million of BTC to become the third-largest BTC treasury. Metaplanet said it acquired 5,075 Bitcoin during the first quarter of 2026 for around $405 million or about $79,898 per coin, making the company the third-largest publicly-listed Bitcoin treasury, according to Bitcoin Treasuries data. The Tokyo-listed company now holds a total of 40,177 Bitcoin (BTC) on its balance sheet, with an aggregate cost basis of roughly $4.18 billion and an average cost of $104,106 per coin, according to investor materials shared by chief executive Simon Gerovich. Metaplanet also reported a year-to-date BTC Yield of 2.8% for 2026, a company metric that tracks growth in Bitcoin holdings on a per-share basis rather than income generated across the treasury. Read more