TigersPost.com

  • [BTC Daily] Clarity Act Unveiled & Sovereign BTC Adoption : Analysis May 12, 2026

    Bitcoin Chart

    BTC/USD 15m (Coinbase) via TradingView

    Key Indicators Table

    Key Market Indicators
    Current Market Price USD 79,660.00
    Fear & Greed [See Note 1] 41 (Fear)
    SSR Oscillator [See Note 2] 9.6
    U.S. Treasury TGA Balance [See Note 3] USD 832.26B (+USD 6.86B vs Yesterday)
    Coinbase High/Low (24h) Low USD 78,800.00 High USD 80,500.00
    Analysis Period May 11, 04:00 ~ May 12, 04:00 (EDT)
    Notes:
    Note 1: The index scale ranges from 0 (Extreme Fear) to 100 (Extreme Greed).
    Note 2: SSR (Stablecoin Supply Ratio). -1 indicates extreme buying power, +1 indicates buying power depletion.
    Note 3: TGA stands for Treasury General Account, the U.S. Treasury’s operating cash balance.
    (more…)

  • [BTC Daily] Hawkish Fed Pivot & MSTR Supply Overhang : Analysis May 11, 2026

    Bitcoin Chart

    BTC/USD 15m (Coinbase) via TradingView

    Key Indicators Table

    Key Market Indicators
    Current Market Price USD 80,145.20
    Fear & Greed [See Note 1] 46 (Neutral)
    SSR Oscillator [See Note 2] 9.6
    U.S. Treasury TGA Balance [See Note 3] USD 825.40B (-USD 13.81B vs Yesterday)
    Coinbase High/Low (24h) Low USD 79,200.00 High USD 81,100.00
    Analysis Period May 10, 04:00 ~ May 11, 04:00 (EDT)
    Notes:
    Note 1: The index scale ranges from 0 (Extreme Fear) to 100 (Extreme Greed).
    Note 2: SSR (Stablecoin Supply Ratio). -1 indicates extreme buying power, +1 indicates buying power depletion.
    Note 3: TGA stands for Treasury General Account, the U.S. Treasury’s operating cash balance.
    (more…)

  • May 11, 2026 Bitcoin Issue

    Summary

    1. The US Federal Reserve faces a regime change with “inflation hawk” Kevin Warsh’s confirmation vote, injecting macroeconomic uncertainty and capping Bitcoin’s upside around $80,000.
    2. MicroStrategy officially abandoned its “never sell” ideology, outlining mathematical conditions to sell BTC to cover 11.5% STRC dividends, a move institutions view as a long-term market “inoculation” rather than a risk.
    3. Despite macro headwinds, Bitcoin maintains strong downside rigidity driven by over $120 billion in “stealth QE” liquidity released from the US Treasury General Account (TGA) and a historic low SSR of 9.6.
    (more…)

  • [BTC Daily] MSTR Supply Overhang & Fed Leadership Pivot : Analysis May 10, 2026

    Bitcoin Chart

    BTC/USD 15m (Coinbase) via TradingView

    Key Indicators Table

    Key Market Indicators
    Current Market Price USD 80,942.15
    Fear & Greed [See Note 1] 45 (Neutral)
    SSR Oscillator [See Note 2] 9.6
    U.S. Treasury TGA Balance [See Note 3] USD 839.21B (-USD 9.78B vs Yesterday)
    Coinbase High/Low (24h) Low USD 79,850.00 High USD 81,700.00
    Analysis Period May 09, 04:00 ~ May 10, 04:00 (EDT)
    Notes:
    Note 1: The index scale ranges from 0 (Extreme Fear) to 100 (Extreme Greed).
    Note 2: SSR (Stablecoin Supply Ratio). -1 indicates extreme buying power, +1 indicates buying power depletion.
    Note 3: TGA stands for Treasury General Account, the U.S. Treasury’s operating cash balance.
    (more…)

  • May 10, 2026 Bitcoin Issue

    Summary

    1. MicroStrategy (MSTR) has officially retracted its “never sell” philosophy to fund an 11.5% dividend for its STRC preferred stock, introducing a controlled, mathematical approach to Bitcoin liquidation.
    2. The impending leadership change at the US Federal Reserve, transitioning from Jerome Powell to the highly hawkish Kevin Warsh, has injected extreme macroeconomic uncertainty and risk aversion into the market.
    3. A security breach by the Lazarus group on LayerZero’s RPC triggered a massive $2 billion capital migration to Chainlink CCIP, while smart money simultaneously rotates into the DeFi sector amid stablecoin regulation hopes.
    (more…)

  • [TigersPost] Average Purchase Price of Top 5 Bitcoin Institutional Buyers (Including Strategy) in March–April 2026

    1. Summary (Reference Period: March–April 2026)

    1) Top 5 Bitcoin Institutional Buyers & Average Purchase Price Table

    Rank Company Name (Ticker) Average Purchase Price Purchase Period
    1 Strategy Inc. (MSTR) Approx. $72,098 Mar-Apr ’26
    2 Bitcoin Standard Treasury (BSTR) N/A (In-kind Contribution) Mar-Apr ’26
    3 Twenty One Capital (XXI) N/A (Self-Mined/Purchased) Mar-Apr ’26
    4 Metaplanet Inc. (3350.T) Approx. $79,898 Mar-Apr ’26
    5 Strive, Inc. (ASST) Approx. $76,307 ~ $77,890 Mar-Apr ’26

    2) 3 Meaningful Trading Days Graphs, see body for details

    BTC/USD 1D (Coinbase) via TradingView
    (more…)

  • [BTC Daily] Goldilocks NFP & Project Freedom Suspension : Analysis May 09, 2026

    Bitcoin Chart

    BTC/USD 15m (Coinbase) via TradingView

    Key Indicators Table

    Key Market Indicators
    Current Market Price USD 81,650.00
    Fear & Greed [See Note 1] 50 (Neutral)
    SSR Oscillator [See Note 2] 9.6
    U.S. Treasury TGA Balance [See Note 3] USD 848.99B (-USD 7.13B vs Yesterday)
    Coinbase High/Low (24h) Low USD 81,050.00 High USD 82,450.00
    Analysis Period May 08, 04:00 ~ May 09, 04:00 (EDT)
    Notes:
    Note 1: The index scale ranges from 0 (Extreme Fear) to 100 (Extreme Greed).
    Note 2: SSR (Stablecoin Supply Ratio). -1 indicates extreme buying power, +1 indicates buying power depletion.
    Note 3: TGA stands for Treasury General Account, the U.S. Treasury’s operating cash balance.
    (more…)

  • May 09, 2026 Bitcoin Issue

    Summary

    1. The US April NFP report revealed a “Goldilocks” scenario with a 115,000 job increase and slowing wage growth, easing stagflation and interest rate hike fears.
    2. Geopolitical tensions relaxed as the US paused “Project Freedom” in the Strait of Hormuz following diplomatic progress, causing crude oil to drop to $104 and reducing macro risk premiums.
    3. The Swiss National Bank (SNB) increased its stake in MicroStrategy to 766,100 shares, demonstrating a “shadow adoption” strategy by global central banks despite the failure of a domestic Bitcoin reserve initiative.
    (more…)

  • [BTC Daily] Geopolitical Whipsaw & Institutional Yield Pivot : Analysis May 08, 2026

    Bitcoin Chart

    BTC/USD 15m (Coinbase) via TradingView

    Key Indicators Table

    Key Market Indicators
    Current Market Price USD 79,271.60
    Fear & Greed [See Note 1] 43 (Fear)
    SSR Oscillator [See Note 2] 9.5
    U.S. Treasury TGA Balance [See Note 3] USD 856.12B (-USD 4.17B vs Yesterday)
    Coinbase High/Low (24h) Low USD 78,579.52 High USD 81,300.00
    Analysis Period May 07, 04:00 ~ May 08, 04:00 (EDT)
    Notes:
    Note 1: The index scale ranges from 0 (Extreme Fear) to 100 (Extreme Greed).
    Note 2: SSR (Stablecoin Supply Ratio). -1 indicates extreme buying power, +1 indicates buying power depletion.
    Note 3: TGA stands for Treasury General Account, the U.S. Treasury’s operating cash balance.
    (more…)

  • May 08, 2026 Bitcoin Issue

    Summary

    1. Geopolitical tensions in the Strait of Hormuz triggered global stagflation fears and a massive liquidation of long positions, pushing Bitcoin into extreme whipsaw volatility. +4
    2. The market microstructure has become highly efficient, with global quant arbitrage algorithms effectively eliminating regional price disparities such as the Kimchi Premium. +2
    3. Institutional capital continues to act as a robust defense, with algorithmic buy walls absorbing retail sell-offs and spot ETFs recording nearly $1 billion in net inflows over just two days.
    (more…)