The White House signaled a formal operational step for the U.S. strategic Bitcoin reserve is weeks away, moving the policy from an executive order into active implementation and putting sovereign accumulation on a near-term timeline.

💰 SAILOR SUGGESTS BITCOIN SALES TO AVOID IMPAIRMENT RISKS ⚠️ Michael Saylor, CEO of MicroStrategy, recently hinted at the possibility of selling some Bitcoin to prevent potential asset impairment amid fluctuating prices 📉. With MicroStrategy holding over 140,000 BTC, this proposal raises eyebrows as it suggests even high-profile institutional holders are concerned about maintaining balance sheets in this unpredictable market 🌐. The move could also create ripples, influencing other institutions to reconsider their Bitcoin strategies if the market continues its volatility. 📰 Source: CoinTelegraph Could this signal a shift in institutional confidence in Bitcoin’s price stability? What do you think? 👇

🟠 Saylor szerint a Strategy szükség esetén eladhat Bitcoint Michael Saylor azt mondta, a Strategy azért jelezte a Bitcoin-eladás lehetőségét, mert nem akarja azt az üzenetet küldeni a piacnak, hogy a cég soha nem használja ezt az eszközt. Szerinte ez fontos a hitelminősítők és a hosszú távú megítélés szempontjából is. A vállalat jelenleg 818 869 BTC-t tart, miközben továbbra is vásárol: május 4. és 10. között újabb 535 BTC-t vett 43 millió dollárért. #kriptovaluta #cryptofalka #MichaelSaylor #Strategy #Bitcoin #MSTR

🚨 MicroStrategy purchased an additional 535 Bitcoin, bringing its average purchase price to $80,340. To date, the company has accumulated a total of 818,869 Bitcoin. Michael Saylor emphasized that sales could be made if necessary.

Metaplanet will issue preferreds in both Japan and the US. In Japan they will have no competitor. In the US they enter the best capital market in the world, already proven by Strategy and Strive. What makes this uniquely compelling is that no other company in the Bitcoin treasury space is positioned to operate simultaneously in both markets. Japan has the third largest fixed income market in the world and $7 trillion in household cash earning next to nothing. The US has the deepest and most liquid capital markets on the planet with institutional appetite for Bitcoin credit growing by the month. Metaplanet sits at the intersection of both. A 12% yield in the US would be enough to carve out a serious slice of the market while the Japanese preferred infrastructure is built out in parallel. The opportunity set is enormous and I am willing to be patient for it to play out. Bullish on Metaplanet.

Bitcoin credit is maturing and the competition is getting interesting. STRC will pay an annual rate of 11.5%, distributed twice monthly. Effective APY of 12.16%. SATA will pay an annual rate of 13%, distributed daily. Effective APY of 13.88%. That is a 172 basis point gap in favour of SATA. SATA delivers nearly 1.75 percentage points more in effective annual return every single year. 172 basis points is not a rounding error. On a $100,000 position that is $1,720 annually. On a $1 million position it is $17,200. Very interesting.

Strategy plans to repurchase $1.5B of its 2029 convertible notes. The filing notes the company could fund the move with cash, new financing or Bitcoin sales — underscoring how closely its corporate finance strategy is tied to crypto market dynamics.

Pantera Capital urged Satsuma Technology to liquidate its remaining Bitcoin holdings, creating potential forced selling pressure from an institutional holder looking to return cash to shareholders.