bitcoin

According to Cointelegraph, Morgan Stanley's latest 13F filing submitted to the U.S. SEC shows that as of June 30, it held approximately 16.5 million shares of BlackRock IBIT, an increase of 23% from 13.4 million shares in the first quarter. However, due to the decline in Bitcoin prices during the quarter, the market value of this holding dropped from $667 million to $549 million, a decrease of about 18%.During the same period, Morgan Stanley also held 2.57 million shares of MSBT, valued at approximately $43.3 million, and increased its holdings in Grayscale Bitcoin Mini Trust, Bitwise Bitcoin ETF, and Fidelity FBTC, with FBTC holdings increasing by nearly 38%.In terms of Ethereum, its ETHA holdings increased by about 202% to 4.6 million shares, and the Grayscale Ethereum Staked Mini ETF holdings increased by about 26% to 5.1 million shares. Additionally, Morgan Stanley also established new positions in the Grayscale Solana Staked ETF and Fidelity Solana Fund, with market values of approximately $4.25 million and $2.26 million, respectively.On the individual stock front, Morgan Stanley's holdings in Circle (CRCL) surged from about 1.46 million shares to 8.32 million shares, while also increasing positions in mining companies and infrastructure firms such as Cipher Digital, Core Scientific, Hut 8, and Bitdeer; on the other hand, it reduced its holdings by about 550,000 shares in Coinbase, reduced over 3.1 million shares in CleanSpark, and completely exited approximately 8 million shares in Bitfarms.

Bitcoin News posted on the X platform that since 2026, publicly listed Bitcoin mining companies have sold 28,000 Bitcoins, worth 1.78 billion dollars.

According to Coinpedia, JPMorgan, with an asset management scale of approximately $5.1 trillion, submitted its Q2 13F filing to the SEC, showing significant adjustments in its crypto-related ETF holdings. In terms of Bitcoin, the bank held approximately 10.4 million shares of BlackRock's IBIT as of June 30, valued at about $355.7 million, up from about 8.3 million shares and nearly $162 million in Q1; the number of IBIT call options increased to about 3.94 million, while put options decreased from about 4.75 million to about 3.5 million.Regarding Ethereum, JPMorgan held nearly 1.17 million shares of BlackRock's ETHA, valued at approximately $14.3 million, a significant increase of 338% compared to the previous quarter, but the value of Bitcoin positions still exceeds that of ETHA by more than twenty times. For XRP, after the related positions were reduced to zero in Q1, the bank re-established its holdings, holding small shares of Bitwise XRP ETF and Grayscale XRP Trust ETF, as well as approximately 19,900 shares of Armada Acquisition Corp II related to Ripple-supported trading, valued at about $207,000.In addition, the filing also showed that JPMorgan established a new position in Bitwise Solana Staking ETF, holding about 47,500 shares. The article also mentioned that there has been a recent net outflow from the U.S. spot Bitcoin ETF, with the next 13F covering Q3 expected to be disclosed in November.

Bitcoin News posted on the X platform that the 256 Foundation has launched the 256 Red Team security project, which audits ASIC miner firmware through reverse engineering, real-time traffic capture, and reconciliation by share level. The team stated that 41 issue reports have been submitted regarding the original Bitmain firmware as well as third-party firmware such as LuxOS, VNISH, and Braiins OS.Identified issues include unauthenticated factory APIs, paths that allow root access, default credentials, built-in vendor SSH keys, and updaters that cannot verify installed content. After reverse engineering the Bitmain miner daemon and checking real-time connections, researchers reported that no evidence of hash power hijacking, remote kill switches, or hidden beacons was found in the original Bitmain firmware; the related risks are mainly concentrated in third-party "optimized" firmware.Researchers have submitted 3 responsible disclosures to VNISH, Luxor, and Braiins, granting each party 30 days to respond before public disclosure. MicroBT, Canaan, Auradine, Bitdeer, and ePIC will undergo follow-up audits.

According to Bitcoin News, Boltzhq has shut down due to its five-person team being overwhelmed by increasingly complex AI-assisted attacks. A group of experienced Bitcoin users will take over the service with additional capital and engineering resources.The founder has stepped down. The service is currently still offline, and the new team is working to restart it.

According to PR Newswire, Bank Leumi of Israel announced a partnership with Galaxy Digital to provide customers with trading services for digital assets such as Bitcoin starting in 2027, initially supporting Bitcoin, Ethereum, and Solana. Bank Leumi will also become the first bank in Israel to offer digital asset trading services to its customers.At the same time, Leumi will integrate with Galaxy's digital asset custody infrastructure platform to provide underlying security architecture support for the bank's digital asset services.

According to PR Newswire, AI data center company Hyperscale Data (NYSE: GPUS) announced that it has completed the sale of approximately 685 bitcoins, cashing out about 43 million dollars at recent market prices.The funds will primarily be used for the ongoing development and expansion of the Michigan data center, while repaying approximately 30 million dollars in debt to optimize the capital structure. After the sale, the company still holds about 275 bitcoins. The company's Executive Chairman Todd Ault stated that this move is part of a capital allocation decision and not a abandonment of the long-term bitcoin accumulation strategy. The company will continue to engage in bitcoin mining and plans to gradually rebuild its bitcoin holdings over time.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the largest on-chain Bitcoin short has increased its position to $125 million, with an unrealized profit of $1.794 million.The whale added another 258 BTC 5 minutes ago, bringing the latest position update to 1,900 BTC, with an opening price of $63,582.

According to CoinDesk, the index provider MSCI has launched a new round of consultations, proposing to exclude so-called "non-operating companies" from its Global Investable Market Indexes. This classification will no longer use the proportion of crypto assets as the sole threshold but will adopt a two-step screening process: first, it will check whether operating assets exceed 50% of total assets; those that do not pass will then be assessed based on five financial ratios: operating asset intensity, expense intensity, cash flow, fair value intensity, and capital dependence. If at least four of these do not meet the standards, they will not qualify for inclusion.If the current data is applied to the MSCI ACWI IMI Index, Bitcoin-holding companies Strategy (MSTR), Metaplanet (3350), and uranium holder Yellow Cake will be excluded. Strategy has cumulatively held approximately 840,400 BTC since 2020, while Metaplanet holds about 43,000 BTC. MSCI's description of "non-operating companies" refers to businesses that create value by accumulating and holding non-operating assets, have limited operating cash flow, and rely on external financing for expansion.The consultation for collecting opinions will end on September 30, with results expected to be announced around October 16; even if approved, the related adjustments will not take effect until the index review in November 2026 at the earliest. Previously, a consultation in October 2025 regarding "digital asset treasury" companies, which set a standard of 50% for crypto asset proportion, had caused market fluctuations and industry opposition, ultimately being postponed.

According to regulatory documents, Switzerland's largest bank UBS has increased its holdings in BlackRock iShares Bitcoin Trust (IBIT), raising its total position to over $83 million, corresponding to approximately 2.5 million shares. The bank has gradually increased its Bitcoin exposure since the approval of BlackRock's Bitcoin ETF in 2024, with the total holdings in related cryptocurrency ETFs amounting to about $90 million.BlackRock IBIT manages assets totaling approximately $47.3 billion. UBS also holds a position of about $1.5 million in the Bitcoin mining company American Bitcoin Corp., supported by Eric and Donald Trump Jr. Previously, there were reports that UBS plans to offer Bitcoin trading services to some private clients in Switzerland.

Financial giant Charles Schwab announced that it has launched direct trading services for Bitcoin and Ethereum for approximately 40 million brokerage accounts. The product is named Schwab Crypto, covering 48 states in the U.S. (excluding New York and Louisiana), with a trading fee rate of 0.75%, operated by Charles Schwab Premier Bank and Paxos.Joe Vietri, head of digital assets at Charles Schwab, stated that the company aims to become the preferred platform for retail investors to allocate digital assets, supporting users to trade crypto assets alongside other investment types through its services, education, and research advantages. The company also maintains a risk warning, stating that even if Bitcoin or Ethereum only accounts for 1% to 3% of a portfolio, it can have a significant impact, and both have previously dropped over 70% in past cycles.

Metaplanet CEO Simon Gerovich disclosed that the company's revenue for the first half of the fiscal year 2026 was 4.94 billion yen, a year-on-year increase of 134%; operating profit was 3.33 billion yen, a year-on-year increase of 136%; and net assets were 340.88 billion yen, a decrease of 25.7% compared to the end of the fiscal year 2025.

According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $131 million. The Bitcoin spot ETF with the highest single-day net inflow yesterday was Grayscale Bitcoin Trust ETF BTC, with a single-day net inflow of $38.9268 million, and the total historical net inflow of BTC has reached $2.739 billion. The second is Morgan Stanley ETF MSBT, with a single-day net inflow of $7.0806 million, and the total historical net inflow of MSBT has reached $436 million.The Bitcoin spot ETF with the highest single-day net outflow yesterday was the ETF ARKB from Ark Invest and 21Shares, with a single-day net outflow of $58.8155 million, and the total historical net inflow of ARKB has reached $1.277 billion. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $77.271 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.07%, with a historical cumulative net inflow of $51.846 billion.

According to on-chain analysts, a Bitcoin whale who has held their position for three years has a cost basis as low as $20,000, with peak unrealized profits exceeding $15.31 million.This address deposited 158.7 BTC, worth $10.01 million, to Coinbase 8 hours ago, with the funds sourced from another address that withdrew the relevant Bitcoin from Kraken on March 11, 2023. During the holding period, this whale did not choose to take profits; if they sell now, they will make a profit of $6.206 million, which is more than a 40% reduction from the peak profit.

According to Cointelegraph, asset management company VanEck stated that Bitcoin is approaching the cycle bottom, which may mean that investors should start to gradually rebuild their positions.

Founder of Formula News, Vida, stated that he has hedged through the BTC/USD1 perpetual contract when Bitcoin was around $63,000, exiting about one-third of his BTC position, while still retaining two-thirds of his spot holdings.He indicated that he remains optimistic about Bitcoin in the long term, but the current BTC narrative has been significantly overshadowed by AI, and he expects that a new core narrative will be difficult to emerge in the next 1 to 2 years. He believes that the next bull market for Bitcoin may need to be driven by issues with U.S. Treasuries or the dollar, or rising concerns about fiat currency devaluation, and that prior to this, global assets may first experience repricing.Based on this judgment, he anticipates the opportunity to buy back the positions he exited in the range of $45,000 to $55,000 over the next 1 to 3 years, while retaining two-thirds of his BTC spot as a long-term base.

According to Onchain Lens monitoring, a certain whale transferred 546.8 bitcoins to Galaxy Digital for over-the-counter sale, worth approximately 34.7 million dollars.

According to monitoring by Catcher Predict, in the "Bitcoin August Price Prediction" event on the prediction market Polymarket, the "Yes" option for the sub-market "62,500 USD" has experienced dramatic fluctuations in winning probability, soaring from 77.5% an hour ago to the current 92.5% (a fluctuation of 15%). Please note the impact of related breaking news.

Garrett Jin released this week's market report, characterizing the rebound in the South Korean market as a wide-ranging fluctuation rather than a new trend. SK Hynix rebounded continuously after retesting the 1.42 million won area, closing up 5.9% at 1,593,000 won. The KOSPI has risen 20% from the July low, entering a technical bull market, but foreign capital has not shifted to long-term holdings, and the drag from leveraged ETFs remains. Garrett Jin set the first profit-taking level at $1,150 (approximately 1.63 million won), with the next target at $1,300 (1.85 million won).Garrett Jin also noted that gold recorded its strongest weekly gain since January this week at +7.8%, priced at $4,388. The driving factors were a decrease of 23,000 in July non-farm payrolls and a moderate CPI that dampened September rate hike expectations. However, it is currently overbought in the short term, and a pullback could present an opportunity for incremental accumulation. Bitcoin has shown no response to the same macro-positive factors, remaining trapped between the support at $62,500 and resistance at $65,000-$70,000, with the bottom structure since $57,700 gradually being built. Garrett Jin will wait for the next buying opportunity after a pullback.Regarding SpaceX, Garrett Jin believes the recent performance is a classic case of "bad news fully priced in + short squeeze," with the unlocking itself becoming a washout rather than the starting point of a decline. However, the unlocking window has not yet ended, with an additional 319 million shares to be unlocked, approximately 700 million shares each in September and October. The current range up to $160 is a profit-taking zone rather than a high-entry zone.