📣 Brian Armstrong, Coinbase CEO: "Coinbase and crypto have never been in a stronger position".

@just 📄

🪙 Bitcoin open interest has plunged 55% from its October 2025 peak, marking the steepest decline since April 2023

@just 📄

🔝 Who owns the most Bitcoin in 2026, per Arkham

Satoshi Nakamoto is the largest holder of Bitcoin, in possession of 1.1M BTC worth ~$75B at today’s prices.

Coinbase is the second-largest entity with holdings of 993k BTC.

Moreover, BlackRock has 762k, Binance has 661k, Fidelity Custody has 448k, and Strategy has 415k*.

The United States Government holds 328k BTC. These holdings are from various asset seizures of criminal organisations.

* — Strategy controls 715k BTC but some of this BTC is attributed to Fidelity Custody on-chain due to their omnibus custodial method.

🔜 Full research

@just 📄

💎 Ethereum's PoS contract address now holds over 50% of ETH supply for the first time in the coin's 11-year history

@just 📄

❕ Bloomberg: Tech billionaire Peter Thiel exits Ether treasury firm ETHZilla

A new SEC filing shows the billionaire investor and his Founders Fund fully sold their stake in the company.

@just 📄

⌨️ CryptoQuant CEO warns that roughly 6.89M BTC remain vulnerable to quantum attacks

Around 3.4 million BTC have been dormant for over a decade — including ~1M BTC linked to Satoshi. At today's prices, that's worth hundreds of billions of dollars — more than enough incentive for a quantum attacker.

"The hardest truth of Bitcoin quantum upgrade: It would likely require freezing Satoshi’s ~1M BTC, and millions more in old addresses", Ki Young Ju says.

@just 📄

🔽 Arkham: For the first time in ~2.5 years, Saylor’s average BTC buy price went down

Strategy purchased $168.4M of BTC, bringing MSTR’s average cost basis down $29 to $76,027.
The last time this happened was on 25th September 2023, almost 2 and a half years ago.

@just 📄

📣 Paolo Ardoino, Tether CEO: "Bitcoin is energy harvested from the universe".

@just 📄

❕ Polymarket traders expect US strikes on Iran before the end of March

Odds are up +42% in just a few days.

@just 📄

🪙 Arthur Hayes says Bitcoin's divergence from the Nasdaq 100 signals a potential AI-driven credit crisis that could trigger Fed money printing and push BTC to a new all-time high

@just 📄

🔥 $3.5 trillion Goldman Sachs CEO David Solomon says he owns a small amount of Bitcoin but is watching it closely

@just 📄

🔥 Altcoin volumes have fallen 50% as capital rotates back into Bitcoin, echoing past corrective phases

@just 📄

🔝 By market cap, crypto ranks 13th among the world’s largest stock markets

@just 📄

⚡️ Trump says the US trade deficit has dropped 78% due to tariffs and will turn positive this year for the first time in decades

@just 📄

❕ CNN: The US is prepared to strike Iran as early as this weekend, but Trump has yet to make a final call

@just 📄

⭐ Major Bitcoin forecasts for this cycle:

• Mike McGlone (Bloomberg) → $10,000.

Thinks Bitcoin inflated along with stocks. If the stock market tops and recession hits, crypto could unwind much deeper — like it did in past crashes.

• Tom Lee (Fundstrat) → $250,000.

Says supply keeps shrinking after the halving while ETF money keeps coming in. Fewer coins + steady buyers = higher prices.

• CZ (Binance) → ~$200,000.

Believes this cycle is different. Big institutions, ETFs and governments entering the space could push demand to a new level.

• Cathie Wood (ARK Invest) → $300,000.

Sees Bitcoin becoming “digital gold.” If global investors allocate even a small % of portfolios to BTC, price could multiply.

@just 📄

🪙 UAE government mines $455M in BTC via Citadel Mining

The UAE‑linked Citadel Mining has mined and held about 6,782 Bitcoin (~$453.6M), according to on‑chain data tracked by Arkham Intelligence.

@just 📄

📣 Michael Saylor today's mood

BTC = $65,900

@just 📄

⚡️ Polymarket’s lawsuit could decide who regulates US prediction markets

Polymarket’s federal lawsuit against Massachusetts could determine whether prediction markets are regulated solely by the CFTC or also by states.

The lawsuit followed state-level actions against platforms like Kalshi, with Massachusetts and Nevada moving to restrict sports-related prediction contracts.

@just 📄

❕ Bloomberg: Analyst Nic Puckrin warning Bitcoin could drop to $55,000

Spot trading is at its lowest since 2023, and a deeper sell-off may continue unless rates fall, the dollar weakens, or major ETF inflows arrive.

🔄 Earlier: Bitcoin forecasts.

@just 📄