
US Strategic Bitcoin Reserve could lose 30% in one ruling as Bitfinex battle intensifies
Bitfinex restitution case could reduce the US Strategic Bitcoin Reserve by 30% as legal complexities unfold over a significant BTC asset recovery.
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Perps dominate price discovery, liquidations, and fee capture, so ESMA vs CFTC rules could reroute billions in annual revenue.

Public miners’ holdings fell 4.44% in a month, and even a 10% liquidation equals about 26 days of new issuance.

Equities look priced for perfection, and the first real crack can turn “overvalued” into “must sell” overnight.

Bitcoin risks fast repricing toward $56k soon if $61k support gives way.

More Bitcoin holders are underwater this cycle than when BTC traded near $3,000.

Ethereum investors navigate mixed messages from key figures as Buterin sells and Foundation stakes ETH.



