Strategy’s $76K Cost Basis Emerges As A Key Market Stress Line
February 4, 2026 · 3:00 AM
The key to understanding Bitcoin’s current market phase is not forecasting short-term price direction, but analyzing structure—where capital is concentrated, how that capital is financed, and whether fresh demand is entering the system. A recent CryptoQuant report shifts the focus away from narratives and toward these underlying mechanics, highlighting Strategy as a central structural reference […]
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