← The Polylog Crypto Intelligence Brief
Morning Edition · Tuesday, October 27, 2026Published at 1:37 AM EDT · New York
Strategy pauses bitcoin purchases and Bitmine buys back stock as bitcoin trades near $79,600 ahead of the Fed decision
Strive bought 6,182 bitcoin at an average of $82,732. US spot bitcoin exchange-traded funds lost $774 million in two days, and Anthropic's initial public offering filing is competing for risk capital.
Corporate treasury buyers are spending on their own securities. Strategy skipped bitcoin purchases for the week of October 19 to 25 and spent $204.9 million buying back its STRC preferred stock. Bitmine, the ether treasury company chaired b…
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Dollar Liquidity Sets Crypto's Direction
Bank reserve levels and Treasury cash management increasingly determine crypto price direction more than crypto-native flows, tying digital assets to the same funding cycle as leveraged equities.
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