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Strategy is selling BTC in a volume of several hundred million, cutting it while taking a loss.
The world’s largest BTC corporate holdings are shrinking, yet the market is still shouting that 64k is the bottom.
USDC trading volume has already surpassed USDT—Visa’s data doesn’t lie. The center of gravity for stablecoins is shifting from Asia to the US.
I’m not saying the bull market has ended, but you need to know who is buying and who is selling right now.
Banks are laying out compliant channels—institutions haven’t stepped in yet, but the biggest “old money” is already reducing positions.