This report is part of our CIO Strategy publication and is available to CIO Strategy subscribers. Market Updates and Trading Signals subscribers may add CIO Strategy as a separate subscription.
Please contact [email protected] to activate access.
Bitcoin is climbing, but not everything tied to it is coming along for the ride. Treasury companies like MicroStrategy are lagging even as the coin itself holds a firm uptrend, raising real questions about capital allocation strategy now that Bitcoin purchases have paused in favor of building cash reserves. The far more compelling story this week is unfolding in the mining sector.
Please see attached PDF report.

Trading Strategy
Become a paying subscriber of Trading Strategy to get access to this post and other subscriber-only content.
UpgradeSharper Analysis. Trusted Community. Confident Decisions:
- Everything in Market Updates, Trading Signals and more:
- Full coverage across digital currencies and crypto-linked equities (stocks).
- Weekly Chart Book on Top Crypto stocks Movers and What’s Driving Them.
- Weekly Chart Books with 30 key daily, weekly, and monthly charts.
- Twice-monthly on-chain insights driving market cycle clarity.
- Twice-monthly Bitcoin derivatives insights with actionable option trades.
- Regular Strategic reports that sharpen clarity and strengthen conviction.