$BTC vs $SPX has gained +25% from the recent bottom but has been stalling the past couple of weeks.
At least BTC isn't underperforming anymore as it did so heavily since the Summer of 2025.

Twitter

Circle is the stock I follow most closely, and I've always believed that only those with expertise in other fields can truly understand this company. I've written a lot about it, but the most impressive investor in my opinion is Cathie Wood. Her operations on this stock are textbook examples: from "buying at the open," to "selling at the high," and then "buying back at the low," she made hundreds of millions of dollars in profit.
Interestingly, she's not a swing trader; she's the type who looks at the long-term narrative and holds positions for the very long term, ignoring fluctuations. But her actions with this particular stock make me think she only very clearly grasped short-term volatility—...

A recap of Cathie Wood amazing moves on Circle

Less than a year after entering the market, French semiconductor company Sequans liquidated its Bitcoin reserves and announced a return to its core semiconductor business.

Another Bitcoin vault company exits the market: Huge losses from hoarding coins at high prices, failing to last even a year.

Key Takeaways

- Strategy Inc. (NASDAQ: MSTR) deposited 411.48 BTC (approximately $30.3 million) into Coinbase Prime on May 29, 2026, marking the company's first such exchange transfer in nearly two years.

- Transfers to exchanges do not constitute a completed sale; institutional holders typically move Bitcoin for custody adjustments, collateral management, or OTC settlement.

- The transfer amount is less than 0.... of Strategy's total holdings (approximately 843,738 BTC as of mid-May 2026).