CryptoQuant analyst: Bitcoin and gold diverge after Federal Reserve decision

Jiang Zhuo'er stated that MSTR holds $55 billion in BTC and needs to pay $1.7 billion in STRC dividends annually. Selling BTC can pay dividends for 32 years. STRC is a preferred stock that does not require principal repayment, and MSTR has no risk of forced liquidation and will not be unable to pay dividends. Jiang Zhuo'er believes that this statement reflects a pessimistic market outlook. STRC has severely lost its anchor and is unable to raise funds again. MSTR has been purchasing BTC in the past two weeks by issuing additional common shares, resulting in losses and a decrease in per share content when mNAV is less than 1, which cannot be sustained on a weekly basis.

[SBI Holdings Strategically Invests in Fasset, Jointly Building International Remittance Infrastructure] According to CoinPost, SBI Holdings completed a strategic investment in Fasset in May 2026. Its subsidiary, SBI Remit, signed an MoU with Fasset, and the two parties will jointly develop international remittance infrastructure based on stablecoin technology. Fasset provides stablecoin settlement, remittance, and investment services through its Own Network, covering 125 countries and regions with over 2 million users. In the same month, Fasset completed a $51 million Series B funding round, with investors including SBI Group, Investcorp, and Arz Portföy.

According to AiCoin's real-time on chain monitoring, from 15:24-16:07 (UTC+8) today, the "pension whale" reduced its ETH short position by 7173 ETH, with a value of $12.54 million. As of press time, the value of its ETH short position is $750.1 million, with a floating profit of $251.66 million. In addition, the giant whale has pending orders worth approximately $868000 that have not yet been executed. Whale Address: 0x0ddf9bae2af4b874b96d287a5ad42eb47138a902

Analyst @ Crazzyblockk pointed out that Binance's funding rate is 370 basis points lower than the median of three exchanges, at the bottom 2.8% of all readings since 2021, reflecting the coexistence of bearish sentiment in the market and retail buying behavior. （CryptoQuant）

Pension usdt. eth is gradually closing ETH short positions, with a current short position of $80 million and a floating profit of $2.77 million. The total profit of this account is $40.16 million.