Strategy’s Bitcoin Custodian List Remains Confidential as Coinbase and Strategy Reach New Market Highs

Key Points

1. Strategy’s Bitcoin portfolio, valued at approximately $70 billion, remains confidential, with the company invoking Rule 83 to avoid public disclosure.

2. Coinbase and Strategy’s stocks reached record highs, driven by increased trading volumes, ETF inflows, and Bitcoin accumulation, though Strategy faced volatility due to external commentary.

3. New crypto treasuries, such as Bit Origin’s $500 million Dogecoin treasury and Sharplink’s Ethereum holdings, highlight growing institutional interest but also market volatility.

4. Regulatory developments, including pending clarity on Ethereum staking ETFs, continue to shape crypto asset management strategies.

5. Aether Holdings announced a $40M offering to bolster financial reserves with Bitcoin, reflecting broader institutional moves into crypto assets.