Re: News

1503
CEO of Strategy: the company will sell Bitcoin only in case of emergency to BTC

Strategy CEO Fong Le stated that the company may resort to selling part of its bitcoin reserves only under extremely unfavorable conditions. According to him, this option will become possible only when the price of bitcoin falls below the net asset value, and access to new capital will be limited. In an interview with the What Bitcoin Did podcast, he noted that in a similar situation, selling BTC would be a way to protect earnings per share, since additional issuance of securities would lead to a dilution of shareholders' shares.

"We can sell bitcoin and we will sell it if we need funds to pay dividends with an mNAV below 1x," he said, adding that this would be a last resort. Strategy, which owns $56 billion worth of bitcoins, has already seen its mNAV drop to 1.19.




Esther Pierce: "People should be able to store crypto assets on their own"

Pierce said that the agency is currently developing clear rules for the issuance and exchange of tokens in order to clarify the regulation of crypto companies. The commissioner acknowledged that the crypto market has been operating under coercive pressure for too long, and Pierce expects the new rules to make oversight of the industry more predictable. The official insists that transaction confidentiality is the foundation of personal freedom and the development of the digital economy, and it should not be considered something illegal.

"I am fully committed to freedom. Self—storage of digital assets is one of the basic human rights. Why should I contact an intermediary to store my assets? I don't understand how this can be a problem in our free country. People should be able to store crypto assets on their own," Pierce said.

She also touched upon the issue of the division of powers to regulate the crypto market between the SEC and the U.S. Commodity Futures Trading Commission (CFTC). According to Pierce, spot trading of tokens should be regulated by the CFTC, while the SEC should maintain oversight of crypto assets that meet the criteria of real securities. Pierce explained that extending the powers of two regulators to the same products creates additional difficulties, so agencies need to pay attention to the fundamental characteristics of each crypto asset, rather than applying uniform requirements to all tokens.

Earlier, Pierce said that open source software developers, including cryptomixers, should not be prosecuted for illegally using the services they created. A few months ago, Pierce proposed regulating tokenized stocks on a par with securities.




What to expect this week

The coming week promises to provide an important insight into the state of the US economy: US regulators are assessing the trajectory of interest rates for 2026. The new data is likely to determine expectations about whether the Federal Reserve will continue its rate-cutting cycle.

On Sunday, US President Donald Trump said that he had already decided on a candidate for the post of the next head of the Federal Reserve, making it clear that he expected his appointee to further reduce rates.

On stock markets, Asian stocks fluctuated in early trading after their best week in two months, while futures for the S&P 500 declined slightly. Japanese stocks fell and the yen rose after Bank of Japan Governor Kazuo Ueda gave the clearest hint in recent times of a possible rate hike as early as this month.



Charles Hoskinson: Trump broke the four-year cycle of bitcoin

Hoskinson recalled the US president's election promises to turn the country into a global crypto capital. The Cardano founder admitted that Trump's words were backed up by actions.
However, instead of ensuring the stability and predictability of the crypto market, these measures created a speculative hype that distorted the four-year market cycle. And now the US government is "holding a bag" of an asset whose value has dropped significantly, and it is unknown when the exchange rate will recover, Hoskinson said.


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Re: News

1504
CEO of Strategy named the condition for the sale of bitcoins

According to him, the sale of the first cryptocurrency would be an exceptionally extreme measure, but it would not be a departure from its policy of accumulating bitcoin as a reserve asset.

"I would not like the company to get rid of bitcoins. But if the market evaluates Strategy for less than its assets are worth, and it will not be possible to attract new money, the company may start selling bitcoins," he explained.

Le added that there is a shortage of the first cryptocurrency in the market, and its attractiveness continues to grow worldwide, despite the "hostility" of the markets.

"Residents of Australia, the USA, Ukraine, Turkey, Argentina, Vietnam and South Korea all love bitcoin," the top manager noted.

He stressed that the company has enough free cash to pay dividends for decades to come, even if the value of the coin remains unchanged or falls.

Earlier, analysts at JPMorgan bank said that Strategy could lose its place in MSCI stock indexes due to the excessive dominance of bitcoin among its assets.




Peter Schiff: The reason for Bitcoin's decline is the lack of intrinsic value

According to the cryptosceptic, investors' interest is shifting towards traditional and reliable assets such as gold and silver.

"Bitcoin is falling not because it is a risky asset, but because it is a fake asset. The Nasdaq index is down less than 2% from its all—time high, while bitcoin is 28% below its all-time high. This shows that there is more involved than just risk aversion. This is a transition from fake assets to real ones," Schiff explained.

He stressed that the first cryptocurrency may continue to fall, as the market has lost faith that it can make significant profits from it, as from company shares. Investors misunderstand the structure of bitcoin and overestimate its ability to be in demand in the financial system. Cryptocurrencies have no chance to prove their viability, the economist concluded.

Earlier, the head of BitMine, Tom Lee, said that he was forced to adjust his forecast for the price of bitcoin. Perhaps, by the end of the year, the asset will overcome the $100,000 mark, and not $ 250,000, as he had previously assumed.

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