Analysis
JPMorgan’s IBIT Bitcoin ETF bet just missed its escape hatch to avoid 6% deduction
IBIT’s published Aug. 26 close left investors in unlisted debt while preliminary terms layer on SOFR-linked financing.
Liam 'Akiba' Wright 7 min read
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ETF
It just got 25 times easier to move self-custody Bitcoin directly onto Wall Street, and $5 billion already has
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Digital Asset Treasuries
Bitcoin hit $80,000 but failed to restore BTC treasury premiums at Strategy, Twenty One Capital, or Metaplanet
Strategy, Twenty One Capital and Metaplanet still face a funding bind as common-equity discounts collide with debt, pledged coins and dilution.
Derivatives
Bitcoin is trapped between $75,000 and $80,000 ahead of a massive Friday derivatives settlement
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Digital Asset Treasuries
Strategy’s MSTR quietly outperforms Bitcoin’s $80,000 rally as STRC closes in on $100
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Price Watch
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Bitcoin traders hedged $60k and loaded up above $78k leaving the low $70k exposed
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Macro
