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Key Takeaways:
Texas became the first U.S. state to officially approve a standalone, publicly-funded Bitcoin reserve, pushing ahead of Arizona and New Hampshire, which previously discussed similar initiatives. Though the initial investment is expected to be modest (tens of millions), the move is symbolically significant and could pave the way for other states or even countries to follow suit—strengthening the long-term Bitcoin-as-reserve-asset narrative.
On the corporate front, MetaPlanet announced a near-record purchase of 1,111 BTC ($117M), and Strategy teased another acquisition, though volumes remain undisclosed. These actions reaffirm the growing institutional and corporate interest in Bitcoin as a treasury asset.
However, institutional inflows slowed sharply on Friday:
This reflects a cooling momentum, where even recovering sentiment may struggle to reignite flows in the near term.
Rising geopolitical risk—particularly around escalating tensions between the U.S., Iran, and Israel—combined with falling inflows and the absence of short-term catalysts triggered a major weekend correction:
Altcoins were hit hardest, suffering double-digit losses while Bitcoin showed relative strength amid uncertainty.
Despite short-term volatility and risk-off sentiment, long-term structural demand is growing stronger. Public entities like Texas and corporations like MetaPlanet are solidifying Bitcoin’s position as a strategic reserve, laying the groundwork for a rebound once uncertainty fades.
We remain constructive on Bitcoin’s resilience and believe Solana could outperform in a recovery. Ethereum has lost some institutional support short term but may regain ground as volatility cools.
Positioning:
