Strategy 2025 Updates Profit Forecasts
Strategy has revised its revenue and profitability forecasts based on a scenario where Bitcoin will be in the $85,000–110,000 range by the end of 2025. The company forecasts operating income of $7.0–9.5 billion and net income of $5.5–6.3 billion for fiscal year 2025. Diluted earnings per share expectations have been lowered to a range of $17–19.
Strategy Creates $1.44 Billion Reserve
The company has set aside $1.44 billion in reserves to cover dividends and debt interest payments for at least 12 months, with the goal of extending this period to 24 months. The reserve was created from ATM stock issuance funds. Strategy’s Bitcoin holdings stand at 650,000 BTC, representing approximately 3.1% of the total supply.
Strategy Purchased an Additional 130 BTC Last Week
According to official data, Strategy purchased 130 BTC between November 17 and 30, adding $11.7 million in new investments to its portfolio. The average purchase price was $89,960. The company’s total BTC holdings reached 650,000, rising to a value of approximately $48.38 billion.
According to CoinShares’ latest report, following four weeks of outflows, there was a net inflow of $1.07 billion into ETP products last week. The main reason for this rebound was the strengthened expectation of interest rate cuts following statements by Fed member John Williams. Bitcoin, Ethereum, and XRP recorded strong inflows of $464 million, $309 million, and $289 million, respectively.
Bitdeer Increases BTC Holdings to 2,141
According to BitcoinTreasuries data, Bitdeer added 56.4 BTC with its latest purchase, bringing its total holdings to 2,141 BTC. The company ranks 35th among the top 100 Bitcoin holders globally. The increased reserves indicate that the mining company’s balance sheet strengthening strategy is continuing.
Remixpoint Cancels 1.2 billion Yen Web3 Investment
Tokyo-listed Remixpoint has canceled its fund allocated to Web3 projects due to current market conditions. The company reported that it could not find projects that met its short-term growth potential and risk-return balance targets. The funds will be redirected to the energy and battery business.
Germany and Switzerland Shut Down Cryptomixer Platform
Cryptomixer, a money laundering platform operating for nine years, was shut down in a joint operation by the two countries. The operation seized 12 TB of data, over $27 million in crypto assets, and three servers. Authorities stated that the platform was a major laundering hub for ransomware groups and dark web markets.
Spar Switzerland Integrates Bitcoin Lightning Payments
Spar, which has 13,900 stores worldwide, has added Bitcoin Lightning payment support to its Swiss app. This integration means expanded digital asset payment options for the retail giant. With Lightning integration, fast and low-fee BTC transactions are now possible.
China Property Investment Plans Collaboration with Kimber Labs for RWA Tokenization
The company has signed a non-binding term sheet with Kimber Labs regarding potential collaboration on the tokenization of real-world assets. The project aims to develop an institutional RWA infrastructure. The parties have begun a preliminary evaluation process.
Bank of America: 25 Basis Point Rate Cut Expected in December
BofA Global Research forecasts a 25 bp rate cut at the Fed’s December 2025 meeting. The bank had previously predicted that a cut would not occur. The change in expectations is linked to strengthening signals of economic softening.
Bank of Israel: Stablecoins Are No Longer Marginal
Governor Amir Yaron stated that the stablecoin volume has reached $2 trillion per month, approaching the size of major financial institutions. He emphasized that the concentration of 99% of the market in USDT and USDC poses systemic risk. Yaron stated that the regulatory framework and reserve requirements need to be strengthened.
David Sacks Denies Conflict of Interest Allegations
David Sacks, former US Special Representative for Artificial Intelligence and Cryptocurrency, denied conflict of interest allegations in the media via X. He stated that the New York Times had prepared a story containing fabricated accusations about him. Sacks said he had refuted all the allegations in detail.
Number of Transactions on Polygon Network Reaches 6 Million
According to PolygonScan, daily transactions on the network reached 6 million, the highest volume since December 2023. Daily active addresses were recorded at 1.4 million. Nansen data shows that user interactions are concentrated on USDC, USDT, MakerDAO, Origin, and QuickSwap.
