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Saylor’s Strategy Has Consistently Delivered Bitcoin Yield Since 2020

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Strategy (formerly MicroStrategy), a U.S.-listed company known for its business intelligence and mobile software offerings, has maintained a disciplined, Bitcoin-focused treasury approach that has consistently delivered measurable Bitcoin yield since 2020.

In a post shared on X, the company disclosed that it has achieved steady BTC yield growth over multiple market cycles. The post, which was accompanied by a chart illustrates the increase in Bitcoin per share, rising from 56,598 in 2020 to 195,689 by January 2026. This progression highlights consistent accumulation despite significant price volatility across the broader crypto market.

The phrase accompanying the chart, “Stay humble and stack sats,” captures the ethos behind Strategy’s treasury philosophy: disciplined, long-term Bitcoin accumulation. As of late 2025, the company held over 250,000 BTC, underscoring its commitment to this approach.

From Software Firm to Bitcoin Treasury Powerhouse

Strategy’s transformation began in August 2020, when it made its first Bitcoin purchase, a move that surprised Wall Street at the time. What followed was a sustained, multi-year strategy of raising capital through equity issuances and convertible debt, with the proceeds systematically converted into Bitcoin.

Despite periods of intense market volatility and widespread skepticism, Michael Saylor’s Bitcoin strategy has remained consistent. This unwavering approach has positioned Strategy as the largest corporate holder of Bitcoin and has reshaped how institutions perceive and engage with digital assets.

Key Milestones in BTC Yield Growth

The chart highlights several notable phases in Strategy’s Bitcoin yield journey:

2021: A +47.3% BTC yield, driven by aggressive accumulation during the Bitcoin bull market.

2022–2023: More moderate but still positive yields throughout the prolonged crypto winter.

2025: A strong +22.8% yield in a year marked by renewed Bitcoin volatility.

2026 YTD (as of late January): Continued positive contribution to the long-term growth curve.

By January 26, 2026, Strategy reportedly held 712,647 BTC, acquired at an average price of approximately $76,037 per coin, for a total cost basis of about $54.2 billion. Its most recent purchase that month, 2,932 BTC for roughly $264 million at an average price of $90,061 per Bitcoin further increased overall holdings and boosted per-share Bitcoin exposure.

Notably, Strategy popularized the concept of BTC Yield to describe the percentage growth in Bitcoin held per diluted share over time. Unlike traditional financial metrics such as earnings yield or dividends, BTC yield focuses solely on the increase in Bitcoin ownership per share.

The company’s leadership argues that Bitcoin per share is the most critical long-term value metric for shareholders. Their thesis rests on three core beliefs:

•Bitcoin represents a superior store of value in the digital era.

•Increasing Bitcoin ownership per share creates compounding value, even if Bitcoin’s price growth is modest.

•Traditional GAAP earnings are secondary for a company intentionally structured as a Bitcoin accumulation vehicle first and a software business second.

Looking Ahead

As of January 29, 2026, Strategy’s stock traded at approximately 0.92–0.94× its Bitcoin-linked net asset value (NAV). This pricing implies that the market assigns little or even negative value to the company’s legacy software business and its future capital-raising potential.

Opinions remain divided. Some analysts view the valuation gap as an opportunity, while others caution that structural limits could emerge if dilution eventually outpaces achievable Bitcoin accumulation. Regardless of differing perspectives, Strategy’s 2020–2026 BTC yield curve stands as one of the clearest examples of how a public company can reinvent itself as a leveraged Bitcoin proxy and deliver substantial per-share Bitcoin growth in the process.

ZKP’s 300x Potential Steals the Spotlight as Zcash Weakens and Hedera Wobbles

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Big partnerships don’t always translate into strong charts, and the market is being reminded of that again. Recent Hedera news highlights a high-profile McLaren partnership, yet HBAR continues to lose technical support. At the same time, Zcash is trading within a bearish structure that points to deeper downside despite selective whale accumulation. Against that uneven backdrop, attention is increasingly shifting toward Zero Knowledge Proof (ZKP) and its contribution-based model.

ZKP’s discussion around its Level 300 Proof Pod ceiling is gaining traction as investors reassess incentives beyond price action. While majors digest weakness, ZKP’s predictable issuance and participation mechanics are drawing interest from those debating the best crypto to buy right now as markets prioritize structure, not hype.

Zcash Breakdown Persists Despite Selective Dip Buying

Recent Zcash price action reflects a market still under pressure. Since mid-January, ZEC has broken below the $414 level, confirming a bearish continuation structure. Based on the height of the prior range, downside targets sit near $266, implying a potential 35% decline, with extended risk toward $250 if selling accelerates. A short-term rebound of roughly 9% from the January 25 low has not materially altered the broader trend.

On-chain data shows large holders increasing exposure, with whale balances rising about 5.96% and mega-whales up roughly 1.39% over 24 hours. However, retail behavior remains cautious. During the rebound, spot selling pressure approached $9 million, suggesting many participants are using rallies to exit. For Zcash, key levels remain clear: $326 as critical support, and $402–$449 as the zone required to invalidate the bearish setup. Until then, downside risk dominates discussions around the best crypto to buy right now.

Hedera’s Partnerships Clash With Weak Price Structure

Recent Hedera news has been fundamentally positive but technically fragile. Hedera secured a multi-year partnership with McLaren Racing, becoming an official partner across Formula 1 and IndyCar platforms. The collaboration aims to deliver free-to-claim digital collectibles and blockchain-powered fan engagement to millions of users worldwide.

Despite this visibility, HBAR has flipped a key support zone into resistance. Price action has trended lower from the $0.13 area, with analysts watching the $0.08–$0.10 range as a possible demand zone. Momentum indicators remain weak, with RSI below 50 and MACD still under the zero line.

The divergence between strong Hedera news and weak chart structure underscores a broader theme: adoption headlines alone are not enough to reverse bearish conditions. That disconnect continues to influence how traders evaluate risk when choosing the best crypto to buy right now.

ZKP Builds Around Contribution, Not Timing

Zero Knowledge Proof (ZKP) anchors its incentive model around Proof Pods, which earn ZKP through verifiable contribution rather than passive holding. Proof Pods are plug-and-play hardware devices that perform real compute tasks under Proof of Intelligence, with output validated on-chain. Earnings scale through software-based levels, starting from entry configurations and increasing incrementally up to Level 300, the maximum earning tier. Importantly, rewards are calculated using the previous day’s auction closing price, directly linking compensation to network participation and real demand rather than speculation.

Access to ZKP is governed by a structured presale auction that runs on a rolling 24-hour cycle. Each day, a fixed allocation of tokens is distributed proportionally among participants, with no fixed price and no preferential access. The presale is divided into 17 stages, and each stage reduces the daily token allocation compared with the previous one. This stepwise design introduces predictability into supply, discouraging rushed participation and reinforcing disciplined engagement, an approach increasingly cited when evaluating the best crypto to buy right now in uncertain markets.

ZKP has paired this framework with a $5 million giveaway, distributing $500,000 worth of ZKP to each of ten winners. To enter, participants must hold at least $100 worth of ZKP, follow official project channels, share the giveaway post, and refer others. Referral rewards are built in: referrers receive a 20% bonus, while referred participants earn an additional 10%, reinforcing network growth through active involvement.

Together, Proof Pods, staged auctions, and participation-driven incentives position ZKP as a system built around measurable contribution. For investors assessing structure rather than hype, this combination continues to surface in discussions around the best crypto to buy right now.

Final Note

Taken together, recent Hedera news and Zcash price action highlight a market that is increasingly selective. High-profile partnerships and selective accumulation have not been enough to offset bearish structures or cautious sentiment. Price levels, liquidity behavior, and participation trends are now carrying more weight than announcements alone.

ZKP stands out in that context by emphasizing predictability and contribution. Its daily auction model, Proof Pod earnings that scale up to Level 300, and participation-driven incentives offer a different framework for evaluating opportunity. As investors reassess risk and debate the best crypto to buy right now, the contrast between weakening charts and structured participation suggests future repricing may depend less on narratives and more on how clearly incentives, supply, and real contribution align over time.

Explore ZKP:

Website: https://zkp.com/

Buy: https://buy.zkp.com/

X: https://x.com/ZKPofficial

Telegram: https://t.me/ZKPofficial

Projections Show That a Simple $100 Ozak AI Position Could Grow Into Tens of Thousands if Trendlines Hold

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Ozak AI, with its token $OZ, keeps coming up in talks about crypto projects that might actually stick around for the long haul instead of just fading after some quick buzz. It’s this mix of AI and something called DePIN, which is a decentralized physical infrastructure network, and that puts it right where two big tech trends are heading in the next cycle or so. The whole setup is about tying AI automation with decentralized stuff and tokenizing growth all in one place, and I think a lot of people see that as something that could really develop over the years.

The Presale Progress of Ozak AI ($OZ)

The presale is what has people watching closely. They have pulled in over $6.0 million funds already, and that’s even when the crypto market feels a bit dry on liquidity sometimes. Early buyers got in way cheaper, like over four hundred percent growth from the start, or at least that’s the estimate. Prices are still $0.014, but the money keeps coming in steadily, which makes me think investors are betting on real use down the line, not just flipping for quick gains. That kind of pattern gets analysts excited about how even putting in a hundred bucks now might turn into something much bigger if it catches on.

The Game-Changing Features of Ozak AI ($OZ)

What makes the AI and DePIN combo interesting is how it builds value that keeps growing. The AI part handles smart analytics and automation that gets better with more data and users. Then the DePIN side adds that decentralized infrastructure for making things scalable and tough against issues. It all works together, so as more people join, the system just gets stronger. Plus, it’s cross-chain, meaning it can run on different blockchains, not stuck to one, which opens up way more possibilities for users over time. It seems like that could compound in a good way.

The $OZ token has real roles too, like in staking or voting on governance and helping expand the ecosystem. It’s not just for trading but more like a key to get in and participate. That design probably helps keep demand going if the platform actually takes off past the first wave of users. They are big on security too, with audits and stuff to make holders feel okay about keeping it long-term. I might be oversimplifying, but utility like that sounds solid for holding.

The Partnerships of Ozak AI ($OZ)

Partnerships are another piece that adds to the picture, even if no one bets everything on them. Ozak AI teamed up with SINT for easy AI upgrades and voice stuff, and Hive Intel for better data APIs across chains to make analytics sharper. Weblume helps with no-code ways to plug in real-time AI into Web3 apps. Then there’s Pyth Network for live feeds and Dex3 for liquidity help. All that together bolsters the tech side more than just hyping it up short-term.

Conclusion

Early pricing and that presale momentum, along with the focus on infrastructure, set it up so small investments could punch above their weight later. If the trends continue and adoption builds around the AI DePIN model, a $100 spot today turning into thousands over the years doesn’t sound crazy to some observers. For anyone thinking multi-year instead of quick trades, it’s starting to look like a spot where early small moves pay off big in the end, or that’s the vibe. This part gets messy to predict, but the foundation seems to be there.

For more information about Ozak AI, visit the links below:

Website: https://ozak.ai/

Twitter/X: https://x.com/OzakAGI

Telegram: https://t.me/OzakAGI

Bitcoin Slips Below $88,000 as Geopolitical Tensions and Bearish Signals Weigh on Crypto

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Bitcoin extended its recent pullback on Thursday, briefly dipping below the $88,000 mark after falling about 1.5% over the past 24 hours. The decline came amid rising geopolitical tensions and growing uncertainty across global financial markets, prompting investors to rotate away from risk crypto assets.

The broader crypto sell-off coincided with renewed tensions between the United States and Iran. President Donald Trump intensified pressure on Tehran to negotiate a new nuclear deal, warning that a “massive armada” of U.S. warships was moving toward the region.

Retail sentiment reflected the unease. On Stocktwits, sentiment around Bitcoin deteriorated from “bearish” to “extremely bearish” within a day, underscoring weakening short-term confidence among retail traders.

Technically, analysts remain divided on Bitcoin’s near-term direction. BTC has repeatedly failed to reclaim the $90,000 level as support, keeping downside risks in focus. Analyst Ted Pillows noted that another test of the $88,000 zone would occur before any meaningful rebound. “BTC failed to reclaim the $90,000 level again,” he said, adding that a sweep of support could precede the next bounce.

Crypto research firm CryptoQuant flagged an early warning signal, noting that Bitcoin’s “supply in loss” metric has begun to rise. Historically, such a shift has appeared during the early stages of prolonged bear markets. While current levels remain far below those seen during full capitulation phases, CryptoQuant emphasized that the change in trend itself is significant, suggesting a potential shift toward a more bearish market structure rather than a brief correction.

Bitcoin’s recent price action reflects that uncertainty. Trading around $88,016 at the time of this report, the asset has struggled to regain momentum after sliding from yearly highs near $98,000. Buying pressure has weakened, erasing gains recorded earlier in the year.

Meanwhile, capital has continued to flow into precious metals. Gold and silver extended their record-breaking rallies, reinforcing the divergence between traditional safe havens and crypto assets. Gold surged 2.6% in the past day to a new all-time high of $5,597 per ounce, while silver climbed 1.3% to $119.3 per ounce. Year to date, gold is up roughly 28.6%, while silver has gained more than 65%, reflecting sustained demand and strong investor interest.

Despite crypto’s underperformance, some analysts see a potential rotation ahead. Market commentary from Milk Road highlighted a recurring pattern in which Bitcoin tends to follow gold’s price movements with an approximate six-month lag. If that historical relationship holds, Bitcoin’s current stagnation could precede a delayed upside move.

Macro investor Raoul Pal echoed that view, arguing that Bitcoin lagging gold is not unusual at this stage of the cycle. According to Pal, gold typically moves first, while Bitcoin catches up later as global liquidity conditions improve. He also suggested that many investors are currently underweight crypto, believing the bull cycle has ended. Should prices begin to rise again, he expects a rapid shift in positioning as investors rush to regain exposure.

Outlook

In the near term, Bitcoin faces a challenging environment. Geopolitical risks, fragile sentiment, and bearish on-chain signals could keep price action volatile, with the $88,000 level acting as a critical support zone. A sustained move above $90,000 remains necessary to restore bullish momentum.

Over the medium term, the outlook is more nuanced. If global macro conditions stabilize and liquidity continues to expand as reflected in the ongoing rally in gold and silver, Bitcoin could follow with a delayed catch-up move.

Tesla Doubles Down on AI Bet With $2bn xAI Investment as Robotaxi Promises Face Fresh Scrutiny

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Tesla said on Wednesday it will invest $2 billion in xAI, the artificial intelligence startup founded by its chief executive, Elon Musk, reinforcing the company’s strategic pivot away from being viewed primarily as an electric vehicle maker and toward an AI and robotics-driven future.

The move underscores how much of Tesla’s $1.5 trillion valuation is now tied to expectations around autonomy, software, and AI-driven services rather than car sales alone.

The investment is expected to deepen the technical and financial link between Tesla and xAI, Musk’s artificial intelligence startup, which he has positioned as a counterweight to OpenAI and other large AI labs. The strategic logic is clear for Tesla as advances in large language models, computer vision, and decision-making systems are central to its ambitions in Full Self-Driving, robotaxis, and humanoid robotics.

By backing xAI directly, Tesla is effectively internalizing part of the AI supply chain that underpins those long-promised products, reducing reliance on third-party models and potentially accelerating development tailored to its own hardware and data.

Investors initially welcomed the announcement, with Tesla shares rising about 3.4% in extended trading, but the reaction also reflects a deeper dynamic. Markets have become increasingly tolerant of Tesla’s weaker vehicle fundamentals as long as there is evidence, however incremental, that the autonomy story is moving closer to commercial reality.

Reiterating that production plans for the Cybercab robotaxi and Semi trucks remain on track this year was therefore as important as the xAI investment itself. Tesla has a long history of missed timelines, and each reaffirmation is aimed squarely at rebuilding credibility after repeated delays.

That credibility challenge looms large. Musk has spent nearly a decade promising that Tesla vehicles were on the cusp of full autonomy, at various points predicting nationwide robotaxi networks and rapid revenue transformation. Those predictions have yet to materialize at scale. The company’s current robotaxi operations still largely rely on Model Y vehicles running supervised versions of Full Self-Driving, with no firm regulatory approval for widespread unsupervised use.

The purpose-built Cybercab, designed without a steering wheel or pedals, remains a symbol of Tesla’s ambitions and its execution risk. Musk previously said production would begin in April 2026, but more recent comments describing early output as “agonizingly slow” have only reinforced investor caution around timelines and volumes.

Against this backdrop, Tesla’s core vehicle business is under visible pressure. Competition has intensified as both established automakers and newer entrants roll out fresher models, often at lower prices. The expiration of a key U.S. tax incentive for electric vehicles has further weighed on demand, while Musk’s far-right political rhetoric has alienated some customers, particularly in urban and coastal markets that historically drove EV adoption.

These factors have forced Tesla to lean more heavily on lower-priced “Standard” versions of the Model 3 and Model Y to sustain volumes.

Analysts widely see this pricing strategy as a calculated compromise. By expanding the installed base of Tesla vehicles, even at the cost of thinner margins, the company increases the pool of cars that could later generate high-margin software and services revenue, from Full Self-Driving subscriptions to future robotaxi participation.

Wall Street expectations reflect cautious optimism rather than exuberance. Visible Alpha data shows analysts forecasting deliveries of 1.77 million vehicles in 2026, an 8.2% increase, a far cry from the explosive growth rates Tesla once enjoyed but still respectable in a maturing EV market.

Financially, the latest quarterly results offered some reassurance. Revenue for the three months ended December 31 came in at $24.9 billion, slightly ahead of consensus estimates, while adjusted earnings per share of 50 cents exceeded expectations. Perhaps more notable was automotive gross margin excluding regulatory credits, which reached 17.9%, well above forecasts.

That performance suggests Tesla has retained some pricing power and cost discipline, even as it discounts vehicles to defend market share.

Beyond cars and autonomy, Tesla’s energy generation and storage business continues to emerge as a stabilizing force. Energy-storage deployments jumped about 29% to a record 14.2 gigawatt-hours in the fourth quarter, benefiting from strong demand for grid-scale batteries as utilities and governments invest in renewable energy and grid resilience.

While still smaller than the automotive segment, energy is increasingly viewed by investors as a durable growth engine with less exposure to the volatility of consumer sentiment and Musk’s public persona.

The investment in xAI also needs to be understood in the context of Musk’s broader ecosystem. By linking Tesla more closely with xAI, alongside ventures such as SpaceX and Neuralink, Musk is reinforcing a network of companies that share talent, data, and strategic direction. Supporters argue this ecosystem creates powerful synergies that no traditional automaker can match. Sceptics counter that it concentrates risk, blurring corporate boundaries and raising governance questions, particularly when Tesla shareholders are effectively funding another Musk-controlled entity.

Those concerns are amplified by the scale of Musk’s compensation. The $1 trillion pay package tied to ambitious operational and valuation milestones has reassured some investors of his long-term commitment to Tesla, even as he juggles multiple businesses and political interests. Others worry it entrenches a dependence on Musk’s vision and execution at a time when the company may need more conventional discipline to navigate intensifying competition.

Ultimately, Tesla’s latest announcements reinforce a familiar pattern. The company continues to deliver solid, if unspectacular, results in its legacy businesses while doubling down on a future defined by artificial intelligence, autonomy, and robotics. The $2 billion investment in xAI is a tangible signal that Tesla is willing to put significant capital behind that future.