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“The short-term setup has shifted into a choppy pullback, with markets watching whether BTC can stabilize within the $90,000–$91,000 support zone,” one trader said.
CryptoQuant’s latest report shows the company preparing for weaker conditions with smaller buys and a growing USD buffer, yet traders continue to price in a playbook built on reflexive accumulation.
according to Saylortracker data, the mNAV of Bitcoin treasury company Strategy (MSTR) has fallen below 1 again, currently at 0.99 (meaning the company's market value is now lower than the value of its 650,000 bitcoins holdings). The current value of the company's Bitcoin holdings is reported at 56.83 billion USD, with an average purchase cost of 74,436 USD, and a Bitcoin return rate of 17.46% to date.
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