
Key facts: Metaplanet buys Siiibo, 40,177 BTC; demand −652k; B/A 0.05
Metaplanet acquires Siiibo Securities for ¥2.1B to integrate its 40,177 BTC holdings into securities operations offering BTC-linked yield products. Meanwhile, Bitcoin demand dropped by 652k weekly per CryptoQuant, with ETF outflows reaching $19M. Standard Chartered and Galaxy Research suggest a potential bottom near $59,000-$46,000, while Strategy plans renewed accumulation after recent sales.
- Since BTCUSD’s yearly low near $59,000, order-book bid/ask ratio ~0.05; cumulative volume delta shows buying in small orders and less net selling from largest traders. 1
- Metaplanet to acquire Siiibo Securities for ¥2.1B, creating Metaplanet Securities in July to offer BTC-linked yield products and integrate its 40,177 BTC holdings into securities ops. 2
- CryptoQuant: weekly Bitcoin demand dropped 652,000 BTC, ETF-related demand decline fastest since Jan 2024. BTCUSD trading near $63,000. 3
- Standard Chartered says BTCUSD bottomed near $59,000 after a 53% drop from $126,000. BTC traded around $63,854; cited near-term US political deal, ETF inflows and oil as catalysts. 4
- Strategy said it will buy more Bitcoin (BTCUSD) next week after disclosing last week it sold some holdings for the first time since 2022, specifying timing for renewed accumulation. 5
- BTCUSD saw $19M net outflows from U.S. spot Bitcoin ETFs Thursday. ARKB led outflows with $27M while IBIT had $30M net inflows, reversing prior-day larger outflows. 6
- On-chain data: BTCUSD netflows ~‑3,600 BTC leaving exchanges; Exchange Whale Ratio ~0.56; no large exchange deposits detected; whale activity remains relatively stable. 7
- Galaxy Research says BTCUSD four-year cycle intact; 51% drawdown from Oct 2025 high. Volatility narrowed. Modeled cycle bottom between $40,000–$46,000 before Q4 2026; eight months since peak. 8
- Bitcoin Core v31.0 has a privacy bug: failed encrypted handshakes can fall back to non‑Tor, exposing users' real IPs. Fix planned in v31.1. Traders should disable private broadcast or use Tor. 9
- Report reveals a new Bitcoin position linked to SpaceX. Traders note potential for SpaceX to increase BTC holdings if proceeds from an IPO arise; Tim Draper compared Musk to Satoshi. 10
