Growing unrealized losses and falling NAV levels are threatening corporate crypto treasuries, making it difficult to raise capital for future digital asset investments.
Zoltan Vardai
Zoltan Vardai is a breaking news reporter at Coinpectra, covering Bitcoin, institutional cryptocurrency adoption trends, and Web3 regulatory developments. He co-hosts Coinpectra’s Chain Reaction daily X spaces show. He joined Coinpectra in 2024. Zoltan holds a master’s degree from the Ludwig Maximilian University of Munich and has previously worked as a crypto journalist for Forkast News. His work was also published by Yahoo Finance and the International News Media Association (INMA). Zoltan holds BTC, ETH, AVAX, and SOL above Coinpectra’s disclosure threshold of $1,000.
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Bitcoin rout continues as crypto treasuries face reckoning: Finance Redefined - News
aPriori denies insider role as mysterious entity claims most of APR airdrop While aPriori dismissed the claims related to insider activity, investors are still awaiting more details on the Sybil cluster that claimed 60% of the airdrop across 14,000 wallets.
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Bitcoin whale Owen Gunden dumps entire $1.3B stack as institutions tighten grip Bitcoin OG Owen Gunden sells $1.3 billion in BTC as retail panic grows, while institutional ownership of Bitcoin ETFs climbs to 40% despite market fear.
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BitMine sits on $3.7B loss as DAT ‘Hotel California’ meets BlackRock’s staked ETH ETF BitMine’s $3.7 billion paper loss and the falling mNAV valuations are threatening the business model of DATs, according to 10x Research.
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WLFI’s ‘community governed’ image strained as Trump-backed project freezes wallets Some users viewed the asset reallocation as an alarming sign of the platform’s ability to blacklist user funds without requiring a governance proposal.
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Strategy rides out Bitcoin crash, still on track for S&P 500 spot: Matrixport Strategy remains poised for an S&P 500 inclusion in 2025, as the world’s largest Bitcoin holder is unlikely to have to liquidate its holdings to service its debt.
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BlackRock leads near $3B Bitcoin November ETF exodus with record $523M outflows US Bitcoin ETFs are nearing $3 billion in November outflows as a fresh death cross, fading Fed rate cut odds, and smart money shorts weigh on sentiment.
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Pantera-backed aPriori silent after one entity claims 60% of airdrop About 60% of aPriori’s APR airdrop was claimed by a single entity across 14,000 interconnected wallets, according to Bubblemaps.
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Libra token-linked wallets pull $4M and bet big on Solana Wallets tied to the Libra token continue to draw liquidity and have purchased $61.5 million in Solana, despite asset freezes and fraud probes.
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Mt. Gox moves $953M Bitcoin after 8 months, sparking market worries Mt. Gox just moved 10,608 BTC worth $953 million, its first big transfer in months, as $4 billion in creditor repayments stay delayed until October 2026.
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Trump Organization to tokenize Maldives resort development for early investors The tokenized luxury resort development plan may set a “new benchmark” for tokenized real estate investment, said Eric Trump.
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Corporate buying stirs debate over Bitcoin’s long-term decentralization Corporations have quietly amassed nearly 7% of the Bitcoin supply, as analysts note a growing institutional influence on the crypto market’s liquidity.
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Singapore’s SGX to launch Bitcoin and Ether perps as institutional demand climbs SGX is aiming to capture rising institutional crypto demand by launching the second set of Bitcoin and Ether perpetual futures products in Singapore.
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Bitcoin ETFs bleed $1.1B as analysts warn of ‘mini’ bear market at pivotal moment Bitcoin’s price is now at a “pivotal juncture” as the fate of the market cycle depends on incoming macro signals and maintaining key technical price levels.
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Bitcoin falls to 6-month low as ETF demand collapses: Finance Redefined Bitcoin drops to a six-month low as spot ETF outflows resume despite the US shutdown ending, signaling weak demand and renewed pressure on crypto markets.
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XRP ETF debut outshines all 2025 launches with $250M inflows, record volume Canary Capital’s XRP ETF outperformed all 900 ETF launches of 2025, inspiring a bullish rotation among the industry’s most successful traders, who are now betting on XRP’s price increasing.
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Bitcoin ETFs bleed $866M in second-worst day on record, but some analysts still bullish Bitcoin ETFs saw $866 million in outflows as the US shutdown ended, pushing BTC to a six-month low and raising concerns over market structure and investor demand.
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Circle enters world’s largest financial market with onchain FX engine Circle is seeking to improve FX market infrastructure by offering institutions deeper global liquidity access with fewer intermediaries and reduced counterparty risk.
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Metaplanet’s Bitcoin gains fall 39% as October crash pressures corporate treasuries The October market crash depressed corporate Bitcoin treasuries, as BTC fell under the average acquisition cost of multiple treasury companies.
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Taiwan premier promises Bitcoin reserve assessment report by end of 2025 Taiwan is exploring the creation of a national Bitcoin Reserve comprising seized coins, much like the US Strategic Bitcoin Reserve established by President Donald Trump in March.
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Crypto’s yield gap with TradFi narrows as staking, RWAs surge Stablecoins, staking tokens and RWAs are bridging crypto’s yield-generation gap, bolstered by the historic approval of the US GENIUS Act in July.
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Sonic Labs pivots from speed to survival with business-first strategy Sonic Labs’ strategic shift aims to bring “measurable, lasting value” for builders, validators and S token holders through upgraded fees, token burns and institutional partnerships.
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Bitcoin ETFs roar back with $524M inflows in best day since market crash Smart money traders have also added $8.5 million worth of net long Bitcoin positions, signaling growing optimism among the industry’s most successful traders.
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JPMorgan, DBS eye deposit tokens as cross-bank alternative to stablecoins As of 2024, at least one-third of commercial banks were exploring or piloting tokenized deposits, according to a survey by the Bank for International Settlements.
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Bitcoin ETF demand stalls as US shutdown optimism fails to lift sentiment Bitcoin ETF inflows and Strategy’s BTC acquisitions have been the main vehicles fueling Bitcoin’s momentum this year, according to market analysts.
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CleanSpark plans $1.15B raise to expand Bitcoin mining, AI infrastructure CleanSpark is among the leading Bitcoin mining companies expanding into AI data center infrastructure, seeking diversified sources of revenue amid post-Bitcoin halving pressure.
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61% of institutions plan to boost crypto exposure despite October crash: Sygnum Despite October’s crash, the end of the US government shutdown could bring “bulk approvals” for altcoin ETFs, catalyzing the next wave of institutional inflows, according to Sygnum.
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End to US gov’t shutdown sparks institutional buying, ETF ‘floodgate’ hopes The potential end of the 40-day US government shutdown is decreasing “financial uncertainty” among investors, leading to growing institutional crypto accumulation.
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James Wynn goes ‘all-in’ on shorting Bitcoin after 12 liquidations in 12 hours The high-leverage trader said he was “all-in,” betting on a Bitcoin decline below $92,000 despite the optimism surrounding the end of the 40-day US government shutdown.
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EU plan to centralize crypto oversight under ESMA dividing the industry Extending ESMA jurisdiction to include financial markets threatens to slow innovation for crypto and fintech companies, but some policy experts see a silver lining.