Strategy just added 2,932 BTC at ~$90K, taking its stack to 712,647 BTC. That’s 3.4% of total supply. Over $8B in unrealized gains. No hedging. No hesitation.
At the same time, Cathie Wood is calling the bottom in and reiterating an $800K Bitcoin by 2030, pointing to a completed deleveraging and Bitcoin’s maturation as an institutional asset.
Yes, BlackRock saw $356M in ETF outflows last week. And yes, they moved coins to Coinbase Prime. That’s how redemptions settle. Holdings still sit near 780,000 BTC.
This is the tell.
Short-term vehicles see flows. Long-term allocators see price.
Retail sees noise. Institutions see inventory.
When the largest holders are accumulating into dips while headlines fixate on outflows, the market is quietly transitioning hands. That’s how floors form.
📈SILVER SURGES PAST $115, OUTPACING BITCOIN’S GAINS SINCE 2017
Silver hit fresh record highs above $115 per ounce, extending a more than 500% rally since 2017, surpassing Bitcoin’s gains over the same period as precious metals continue to outperform risk assets.
RWAs are where generational wealth will be built in 2026.
Gold at ATH. Silver at ATH. Real assets repricing everywhere.
Crypto hasn't priced this shift yet.
Most will realize when RWAs already 5-10x'd.
7 RWA protocols before they explode: 1. @chainlink The backbone of RWA pricing and settlement. Proof of Reserves, CCIP, and data feeds are what make tokenized assets usable at scale. Most RWA stacks depend on this layer whether they mention it or not.
2. @OndoFinance Tokenized US Treasuries and yield-bearing RWAs for onchain capital. Clear product-market fit with institutions looking for compliant yield without leaving crypto rails.
3. @Zebec_HQ Streaming payments and real-world payroll infrastructure. Bridges onchain assets with real cash flows, not just static tokenization.
4. @maplefinance Institutional lending and credit markets onchain. RWAs here aren’t just assets, they’re balance sheets and risk models expressed in smart contracts.
5. @origin_trail Supply chain and asset provenance infrastructure. Critical for RWAs where verification, metadata, and traceability matter more than yield.
6. @centrifuge Tokenizing invoices, credit, and real-world receivables. One of the few projects with long-term traction connecting private credit to DeFi liquidity.
7. @creditcoin Onchain credit history and lending infrastructure focused on emerging markets. RWAs here are loans and repayments, not just wrapped assets.
$RESOLV $AXS $BTR
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