Bitcoin (BTC)

This is a chart that I watch closely. Bitcoin got over two standard deviations oversold versus Nasdaq and is now sharply moving higher. Let's see but I think over time crypto should outperform the Nasdaq over time. Secular trends like this are super helpful in asset allocation https://t.co/ih4nBuPh9J

My group chats right now bitcoin:native https://t.co/6pLt7W48hc

⚠️ Trump Media changes its Bitcoin strategy after transferring $165M in BTC

Trump Media & Technology Group, the parent company of Truth Social, has significantly reduced its discretionary exposure to Bitcoin after transferring approximately 2.628 bitcoin:native, valued at about $165M, to Crypto.com.

Following these moves, the company‑linked wallets hold around 4.261 BTC, an amount that roughly matches the bitcoins used as collateral for its convertible notes.

The firm initially accumulated 11.542 BTC for roughly $1.370M near market highs. However, the recent transfers suggest that most of its discretionary position is no longer part of its active treasury strategy.

The shift changes Bitcoin’s role within Trump Media’s balance sheet. The remaining BTC appear to be primarily intended to back financial obligations rather than serve as a long‑term active reserve.

The operation reflects a broader trend among companies holding digital assets: as market conditions evolve, some firms are prioritizing liquidity and financial flexibility over prolonged direct exposure to cryptocurrencies.