두 개의 가장 큰 기업 암호화폐 재무부는 일주일 후 전략 구축 현금으로 반대 경로를 택했고 Bit Mine은 32, 447 ETH를 추가했습니다.
비트코인과 이더리움은 지난 주 국채 수익률 하락, 미국 암호화폐 낙관주의 재개, 단기 청산 물결로 인해 디지털 자산이 급격히 상승하면서 급등했습니다.
비트코인은 20% 이상 상승하여 $80, 000에 접근했으며, 이더리움은 2025년 5월 이후 가장 높은 주간 상승률로 약 30% 상승했습니다.
집회는 새로운 $2를 모았습니다. 60억 달러의 ETF 유입, 수십억 달러의 약세 포지션을 시장에서 몰아냈고 두 자산을 여러 달 동안 최고치로 끌어올렸습니다.
Interestingly, the breakout produced a sharp split between the companies behind 암호화폐’s two largest corporate treasuries.
Strategy, the largest corporate holder of 비트코인, used the strength to raise capital without adding to its BTC holdings, while Bit Mine Immersion Technologies, the largest ETH holding company, continued buying the digital asset into the rally.
Strategy'sdecision to sit out 비트코인's breakout coincided with one of its largest capital raises, leaving the company with more cash to deploy than at any point in its 비트코인-buying campaign.
Between Aug. 17 and Aug. 23, Strategysaidthat it sold 18. 26million MSTR shares for about $2. 01billion in net proceeds.
Rather than recycle that money into 비트코인, it directed $300million into its existing USD Reserve, used $136. 4million to repurchase STRC preferred shares, and placed most of the remainder into a newly created USD Cash account.
That pushed the company's dollar 유동성 to $6. 69billion as of Aug. 23, including $5. 10billion in its reserve and $1. 59billion in the new cash pool.
The distinction between the two accounts gives Strategy considerably more flexibility than the headline cash figure suggests.
USD 준비금은 주로 우선주 배당금과 이자 의무를 충당하기 위한 것이며, USD 현금은 비트코인 구매, MSTR 또는 우선주 환매, 전환사채 상환 또는 기타 재무 거래 자금 조달에 사용될 수 있습니다.
원문 제목: Saylor sat out Bitcoin’s 20% rally while Tom Lee bought Ethereum after a 30% surge
The two largest corporate crypto treasuries took opposite paths after a breakout week, with Strategy building cash while BitMine added another 32,447 ETH.
BitcoinandEthereumsurged last week asfalling Treasury yields,renewed US crypto optimism, and a wave of short liquidations sent digital assets sharply higher.
Bitcoin climbed more than 20% and approached $80,000, while Ethereum gained about 30% in its strongest weekly advance since May 2025.
The rally drew fresh$2.6 billion in ETF inflows,forced billions of dollars in bearish positions out of the market, and pushed both assets to multi-month highs.
Interestingly, the breakout produced a sharp split between the companies behind crypto’s two largest corporate treasuries.
Strategy, the largest corporate holder of Bitcoin, used the strength to raise capital without adding to its BTC holdings, while BitMine Immersion Technologies, the largest ETH holding company, continued buying the digital asset into the rally.
Strategy'sdecision to sit out Bitcoin's breakout coincided with one of its largest capital raises, leaving the company with more cash to deploy than at any point in its Bitcoin-buying campaign.
Between Aug. 17 and Aug. 23, Strategysaidthat it sold 18.26 million MSTR shares for about $2.01 billion in net proceeds.
Rather than recycle that money into Bitcoin, it directed $300 million into its existing USD Reserve, used $136.4 million to repurchase STRC preferred shares, and placed most of the remainder into a newly created USD Cash account.
That pushed the company's dollar liquidity to $6.69 billion as of Aug. 23, including $5.10 billion in its reserve and $1.59 billion in the new cash pool.
The distinction between the two accounts gives Strategy considerably more flexibility than the headline cash figure suggests.
The USD Reserveis primarily intended to cover preferred-stock dividends and interest obligations, while USD Cash can be used to buy Bitcoin, repurchase MSTR or preferred shares, repay convertible debt or fund other treasury transactions.
