MS Capital

₿ Strategy Is Back in Bitcoin-Buying Mode Strategy has purchased another 4,603 BTC for approximately $370 million, increasing its total holdings to 845,050 BTC. The company also added $29 million to its USD Reserve and repurchased around $152 million worth of STRC shares, showing that it is balancing Bitcoin accumulation with liquidity and capital management. With 845,050 BTC on its balance sheet, every $1,000 move in Bitcoin changes the value of Strategy’s holdings by roughly $845 million. Michael Saylor said, “We’re Back.” This latest purchase confirms it. Disclaimer: This content is for market updates only and does not constitute investment advice.

₿ Michael Saylor Signals Strategy May Be Buying Bitcoin Again Michael Saylor posted “We’re Back” alongside Strategy’s Bitcoin holdings chart, fueling speculation that the company has resumed buying BTC after a two-month pause. Strategy has not announced a Bitcoin purchase since June 22 and currently holds 840,447 BTC. Saylor’s chart posts often appear shortly before the company discloses its latest activity, although no new purchase has been officially confirmed yet. The signal comes as Bitcoin rebounds from Friday’s low and trades near $78,000–$79,000. If confirmed, this would mark Strategy’s return to the market after spending recent weeks strengthening its cash reserves and balance sheet. Disclaimer: This content is for market updates only and does not constitute investment advice.

Did Kevin Warsh “Trick” Trading Algorithms? During the opening minutes of his Jackson Hole speech, Fed Chair Kevin Warsh repeatedly used the word “hike” but he was talking about hiking in the mountains, not raising interest rates. The most curious moment came when Warsh ended one sentence with “hike” and began the next with “interest rates.” Some observers suspect that keyword-scanning trading algorithms may have combined the two phrases and interpreted them as “hike interest rates,” even though Warsh never actually said that. If so, the misunderstanding could have triggered automated trades and contributed to the market’s sharp volatility within minutes. However, there is currently no evidence confirming that trading algorithms were genuinely fooled. A more likely explanation is that markets reacted to the broader message of the speech, which became increasingly hawkish on inflation and monetary policy. Still, the episode highlights how a single word and even the order of two sentences can potentially move modern markets. Disclaimer: This content is for market updates only and does not constitute investment advice.

📉 The Fed Chair Is Flexing on the Bond Market The US 10-year Treasury yield is now trading above the level seen when the Treasury Secretary announced plans to double bond purchases. That is quite a signal. More Treasury buying would normally support bond prices and help push yields lower. Instead, yields have continued rising as investors focus on persistent inflation and the possibility that the Fed may keep interest rates higher for longer or even tighten further. In other words, the Treasury can increase its bond purchases, but the Fed’s hawkish message is still dominating the market. The Treasury brought more demand. The Fed Chair brought higher yields. Warsh is basically flexing right now.

The Chair's symposium speech is done, but tonight isn't the verdict. Across the last 11 speeches, the 10-year Treasury yield never moved more than 10 basis points on the day - yet in 2022 it was up 94 a month later. What to watch: equities react to sentiment tonight; the bond market waits for data. July PCE landed this morning, and two more gates stand before 9/16 (ET): • 9/5 · August NFP • 9/11 · August CPI Don't read tonight's price as the conclusion. The speech opens the window; it doesn't close it. Majors and Treasuries, tradable as USDT-margined perpetuals: 👉 BTC | Here 👉 Treasuries 20Y+ | Here Compiled from public information. Not investment advice. Markets carry risk assess for yourself. #JacksonHole #Fed #BTC #Treasuries $BTC $TLT

CZ: Bitcoin Could Reach $1 Million Sooner Than Many Expect Binance founder Changpeng “CZ” Zhao believes Bitcoin won’t need 25 years to reach $1 million, saying the milestone could arrive much sooner. Speaking at Bitcoin Asia in Hong Kong, he emphasized that adoption matters beyond price highlighting large-scale Bitcoin payments and a future where pension funds hold BTC as a reserve asset. These are developments he envisions, not confirmed investment plans. The price target grabs attention. The bigger question is how widely Bitcoin will actually be used and held. CZ’s personal outlook not a guaranteed outcome or investment advice.

🎁 MBTC ON YOUR RADAR? HERE’S THE AIRDROP SETUP MBTC is promoting a free-to-join points campaign featuring potential NFT and token rewards. The process is simple: register, connect your social accounts and apply for the whitelist. Then complete daily missions to collect Points. 🗓 Advertised distribution: September 28 not yet independently confirmed. Interested? Review the campaign details and participation requirements here: 👉 Explore MBTC — referral link Rewards aren’t guaranteed. Check requested permissions before connecting accounts or wallets, and never share your seed phrase. Disclaimer: This content is for market updates only and does not constitute investment advice.

🇯🇵 Japan Plans Blockchain Network for Stock and Government Bond Settlement Japan is developing a blockchain-based system to settle stock and government bond trades, with the Financial Services Agency, Ministry of Finance and Bank of Japan coordinating the initiative. The network is expected to launch in the early 2030s. By allowing banks to transact using digital tokens, the system could reduce settlement times from the current one to two days to near-instant completion. The move comes as Japan seeks to keep capital and financial innovation onshore. Major banks including MUFG, SMBC and Mizuho have already begun testing tokenized stocks and bonds a sign that blockchain is moving deeper into traditional financial infrastructure. Disclaimer: This content is for market updates only and does not constitute investment advice.

🇹🇭 Thailand Drafts Rules for Spot Bitcoin and Ethereum ETFs Thailand’s SEC has opened a public consultation on its proposed framework for locally listed spot BTC and ETH ETFs, with feedback accepted until September 20, 2026. Under the draft rules: 🔹 Each ETF may passively track only BTC or ETH 🔹 Average exposure to the underlying asset must remain at least 80% of NAV 🔹 The funds would trade exclusively on the Stock Exchange of Thailand 🔹 Crypto assets would initially be held mainly by regulated domestic custodians Qualified foreign custodians may be permitted when necessary. If approved, the framework could create another regulated gateway for crypto investment in Asia. Source: Crypto Briefing Disclaimer: This content is for market updates only and does not constitute investment advice.

Strategy Launches New “USD Cash” Fund After $2B Share Sale! Strategy has established a new cash fund called “USD Cash,” primarily intended for Bitcoin purchases, debt repayments, dividends and share buybacks. The company also sold 18.2 million MSTR shares, raising approximately $2 billion. The proceeds were allocated as follows: 🔹 $300 million added to its USD Reserve 🔹 $136.4 million to repurchase 1.4 million STRC shares 🔹 The remaining $1.6 billion placed in the newly created USD Cash fund Strategy did not buy or sell any Bitcoin during this period. Its holdings remain unchanged at 840,447 BTC. Disclaimer: This content is for market updates only and does not constitute investment advice.

Citi to Launch Bitcoin Custody Service by Late 2026 Citi plans to launch a digital-asset custody service by the end of 2026, initially supporting Bitcoin. Clients will be able to manage crypto and traditional assets within the same system through Custody+, a platform Citi is developing for financial markets operating nearly 24/7. The bank is also working on tokenized deposits and participating in blockchain initiatives designed to support round-the-clock cross-border payments. Another major step toward bringing digital assets into traditional banking infrastructure. Disclaimer: This content is for market updates only and does not constitute investment advice.

🇺🇸 Trump to Meet Crypto Leaders at the White House President Trump is expected to meet executives from major crypto and prediction-market companies at the White House on Wednesday, including Coinbase, Ripple, Gemini, Robinhood, Polymarket and Kalshi. SEC Chairman Paul Atkins and CFTC Chairman Michael Selig are also expected to attend. The meeting will focus on crypto regulation, market structure and prediction markets, as the CLARITY Act remains stalled in Congress. One day later, the CFTC will hold the first meeting of its newly established Innovation Advisory Committee. Disclaimer: This content is for market updates only and does not constitute investment advice.

MIXIN FINAL UPDATE - CAMPAIGN ENDS AUGUST 22 Some users mistakenly believe they need to deposit 500 USDT to participate. In fact, 500 USDT refers to cumulative eligible futures trading volume, not the amount you must deposit or maintain in your account. To qualify: ✅ Register through the referral link below. ✅ Bind invitation code SUBYQYKP before trading. ✅ Complete phone verification. ✅ Accumulate 500 USDT in eligible trading volume using 5x leverage or above. 🎁 Rewards: 👉 First 100 qualified users: Guaranteed 3 USDT + 100% trading fee cashback for 14 days. 👉 Users ranked 101–300: Trading fee cashback for 14 days. 👉 Cashback is capped at 5 USDT per user per week. 📌 Invitation Code: SUBYQYKP 🔗 Register: https://mixin.one/referrals/SUBYQYKP Only genuine completed trades count. Self-trading, wash trading, multiple accounts and other volume-manipulation activities will be excluded. Leveraged trading involves significant risk, so please trade responsibly.

🚨Hacker Allegedly Selling French Tax Data Linked to Over 678,000 Individuals and Businesses A hacker is reportedly selling tax records belonging to approximately 392,867 individuals and 285,570 businesses in France, potentially exposing Bitcoin holders to scams, extortion and asset theft. The database was allegedly obtained from France’s tax authority, DGFiP, during a cyberattack in June and is now being offered for several thousand euros. The leaked information reportedly includes names, addresses, phone numbers, income details, tax identification numbers and family information. The incident comes amid a reported rise in crypto-related extortion and violent attacks, with France among the countries most affected in 2026. Crypto holders should remain alert to phishing attempts, impersonation and suspicious requests involving personal or financial information.

🏝 World Liberty Financial Delays Tokenized Maldives Resort Offering World Liberty Financial, the Trump family-backed crypto company, has delayed plans to launch a digital token linked to financing for the Trump International Hotel & Resort in the Maldives. The proposed structure would allow eligible investors to purchase tokens representing interests in loans used to finance the resort’s construction, potentially earning fixed yield and loan-related income. According to Bloomberg, the offering was scheduled for a spring launch but was postponed after the Iran conflict disrupted air travel across the Middle East. The Maldives relies heavily on international travelers connecting through major aviation hubs such as Dubai, Doha, and Abu Dhabi, making its tourism sector particularly vulnerable to regional disruptions. A new launch date has not yet been announced. Disclaimer: This content is for market updates only and does not constitute investment advice.

Travis Kling and Ikigai Have Exited Bitcoin! Ikigai began shifting capital from BTC into AI stocks around May 2026 and now holds no Bitcoin. BTC also represents less than 2% of Travis Kling’s personal portfolio. Travis cited three major concerns: ✅ Strategy’s large BTC holdings create concentration risk. ✅ Bitcoin remains vulnerable to quantum computing. ✅ Synthetic “paper Bitcoin” could weaken BTC’s scarcity narrative. However, he still expects to hold a significant amount of BTC again in the future. With miners pivoting toward AI, crypto funds shutting down, layoffs increasing, and hacks continuing, market sentiment remains deeply pessimistic. Historically, this level of capitulation has often appeared near the final stages of a bear market. Disclaimer: This content is for market updates only and does not constitute investment advice.

Hyperion DeFi Reports $31 Million in Q2 Profit as HYPE Treasury Surpasses $130 Million! Hyperion DeFi, a Nasdaq-listed company trading under the ticker HYPD and focused on accumulating HYPE tokens from the Hyperliquid ecosystem, has reported $31 million in net income for Q2, nearly four times its profit from the previous quarter. The value of the company’s HYPE treasury increased to $132.6 million, supported by HYPE’s price rising from $36.60 to $65 and its holdings growing to 2.04 million tokens. Revenue from staking and other yield-generating activities also increased significantly, while operating expenses declined by 21%. Disclaimer: The information above is provided for market update purposes only and does not constitute investment advice.

Fidelity đang chuẩn bị bổ sung staking ETH và trả tiền mặt hàng quý cho quỹ ETF Ethereum FETH. Fidelity Ethereum Fund (FETH) hiện quản lý khoảng 898 triệu USD tài sản và có thể staking gần như toàn bộ ETH mà FETH đang nắm giữ, nhưng vẫn phải giữ lại một phần ETH để đáp ứng nhu cầu rút tiền và các chi phí của quỹ. Fidelity dự kiến giữ lại 85% phần thưởng staking, còn 15% sẽ được chia cho bên quản lý quỹ, đơn vị lưu ký và các đơn vị vận hành mạng lưới. Phần lợi nhuận staking còn lại sau khi trừ chi phí sẽ được dùng để chi trả tiền mặt cho nhà đầu tư mỗi quý. Nếu cần thêm tiền mặt để trả khoản này, Fidelity cũng có thể bán một phần ETH. Lưu ý: Thông tin trên nhằm mục đích cập nhật thị trường và không cấu thành lời khuyên đầu tư.

TOP 1 NHẬN ~12,500 USD – kèo đua volume DOS này đang khá xịn. OKX Boost vừa mở Trading Competition cho DOS, và tổng thưởng lên tới 735.000$, pool lớn nha anh em! Top 1: 25,000 DOS ~ $12,500 Top 2: 15,600 DOS ~ $7,800 Top 3: 9,740 DOS ~ $4,870 Top 4–10: 6,480 DOS ~ $3,240 Top 3000: 220 DOCS ~ $108 Điều kiện vào BXH cũng đơn giản: Boost Balance tối thiểu $100 và đạt từ $100 volume. Volume được tính khi trade DOS với USDT, USDC, BNB, WBNB hoặc BUSD trên BNB Chain qua OKX DEX. Đặc biệt BXH cập nhật 10 phút/lần, anh em có thể theo dõi vị trí liên tục để cân volume và đua rank. Tham gia sự kiện tại đây: https://web3.okx.com/vi/boost/trading-competition/dos

🇺🇸 Trump Media lỗ khoảng 361 triệu USD từ crypto trong nửa đầu năm. Danh mục tài sản số của Trump Media đang chịu áp lực đáng kể khi giá crypto suy yếu. Công ty ghi nhận khoản lỗ khoảng 361 triệu USD trong nửa đầu năm, chủ yếu liên quan đến biến động giá tài sản số. Tính đến cuối tháng 6: • Nắm giữ 9.477 BTC, giảm 65 BTC so với cuối tháng 3. Giá trị lượng Bitcoin này giảm từ khoảng 836 triệu USD xuống còn 557 triệu USD. • Khoảng 67% số BTC đang được sử dụng làm tài sản thế chấp hoặc liên quan đến các chiến lược quyền chọn Bitcoin. • Vẫn nắm giữ khoảng 756 triệu CRO, nhưng giá trị đã giảm từ 68 triệu USD xuống 40,6 triệu USD. Đáng chú ý, Trump Media gần đây cũng đã hủy kế hoạch thành lập công ty dự trữ CRO cùng Crypto.com, cho thấy chiến lược crypto của công ty đang có những điều chỉnh khá rõ rệt. Từ việc tích cực mở rộng sang Bitcoin, CRO và các dự án crypto, Trump Media giờ đang phải đối mặt với mặt còn lại của chiến lược treasury: khi thị trường giảm, biến động trên bảng cân đối kế toán cũng tăng theo. Lưu ý: Thông tin trên nhằm mục đích cập nhật thị trường và không cấu thành lời khuyên đầu tư.