Michael Sellers releases Bitcoin Tracker information, Strategy may disclose position changes next week

According to on chain analyst Ai Yi's monitoring, a certain address spent $115000 to build a PONS position 46 days ago, and currently has a profit of over $2.82 million, with a return rate of 2456.6%. The address cleared its CASHCAT position one hour ago and earned $598000.

Michael Thaler, founder and executive chairman of Strategy, released information about Bitcoin Tracker and wrote "We're back". Strategy usually discloses changes in Bitcoin holdings the day after the release of relevant information.

Tom Lee, Chairman of Bitmine Immersion Technologies, stated that the company has been buying ETH for 60 consecutive weeks and currently holds 97% of its set 5% supply target. Tom Lee pointed out that Bitmine maintained a more stable buying frequency during the process of increasing holdings compared to Michael Saylor's Strategy.

As bitcoin surges back above $80,000, sophisticated trading firms are quietly collecting yield rather than making directional bet.

According to DefiLlama data, Pons' revenue in the past 24 hours reached $693100, surpassing Polymarket ($635200) and fomo ($646500), ranking eighth in protocol revenue ranking, only behind Hyperliquid ($758300).