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7 posts tagged with "investment strategy"

Investment strategies and portfolio management

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Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation
·Dora Noda·7 min

Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation

Over 100 public companies now hold 1.1 million+ BTC on their balance sheets. From Strategy's 762K BTC hoard to Metaplanet's yen-funded accumulation, explore how the corporate Bitcoin treasury movement is reshaping supply dynamics — and why 2026's bear market is testing its limits.

crypto
investment
finance
institutional-investment
+4
Bitcoin Whales Just Bought $23 Billion in BTC While Everyone Else Panicked — What They Know That You Don't
·Dora Noda·9 min

Bitcoin Whales Just Bought $23 Billion in BTC While Everyone Else Panicked — What They Know That You Don't

Amidst a historic low in the Crypto Fear & Greed Index, Bitcoin whales have accumulated $23 billion in BTC, diverging sharply from retail panic selling. Explore the on-chain data and market dynamics driving this strategic accumulation.

Bitcoin
crypto
finance
investment strategy
The March 18 FOMC Playbook: Why This Fed Meeting Could Define Crypto's Entire Q2
·Dora Noda·9 min

The March 18 FOMC Playbook: Why This Fed Meeting Could Define Crypto's Entire Q2

Explore how the March 18 FOMC meeting could shape the crypto market's direction in Q2, with key economic projections and geopolitical factors influencing Bitcoin's trajectory.

crypto
Federal Reserve
Bitcoin
investment strategy
+1
The 3.5% Hurdle Rate Filter: Why Most Crypto Tokens Can't Survive the Risk-Free Rate Era
·Dora Noda·9 min

The 3.5% Hurdle Rate Filter: Why Most Crypto Tokens Can't Survive the Risk-Free Rate Era

In the era of elevated risk-free rates, most crypto tokens face extinction as they struggle to offer competitive yields. This article explores the impact of the 3.5% federal funds rate on token survival and the reshaping of capital flows in the crypto market.

crypto
DeFi
finance
investment strategy
Strategy's 738K BTC Hoard: How STRC Preferred Equity Built an Infinite Bitcoin Accumulation Machine
·Dora Noda·8 min

Strategy's 738K BTC Hoard: How STRC Preferred Equity Built an Infinite Bitcoin Accumulation Machine

Explore how Strategy, formerly MicroStrategy, amassed 738,731 BTC through innovative financial instruments like STRC preferred equity, transforming from a software company to a Bitcoin bank and sparking a corporate Bitcoin treasury movement.

Bitcoin
crypto
finance
investment strategy
+1
Bitcoin's $67K Resilience While Oil Hits $110: Is Crypto Finally Decoupling from Traditional Risk Assets?
·Dora Noda·7 min

Bitcoin's $67K Resilience While Oil Hits $110: Is Crypto Finally Decoupling from Traditional Risk Assets?

As geopolitical tensions drive oil prices to new highs, Bitcoin's stability at $67K raises questions about its evolving role as a macro hedge. Explore how institutional investments and market dynamics are influencing Bitcoin's decoupling from traditional risk assets.

Bitcoin
crypto
macroeconomics
investment strategy
+1
Coinbase's 2025 Investment Blueprint: Strategic Patterns and Builder Opportunities
·Dora Noda·24 min

Coinbase's 2025 Investment Blueprint: Strategic Patterns and Builder Opportunities

In 2025, Coinbase invested over $3.3 billion in 34+ ventures, shaping a strategic roadmap for the future of crypto. This analysis breaks down their investments, highlighting key opportunities for web3 builders and exploring the company's aggressive expansion across the crypto value chain.

Coinbase
investment strategy
Web3
crypto
+2