BTC Treasury Criticisms: Circle Q4 Record and PayPal
BTC/USDT
$30,482,073,707.86
$69,550.00 / $63,820.50
Change: $5,729.50 (8.98%)
+0.0004%
Longs pay
Contents
After months of decline in digital asset prices, publicly traded companies adopting Bitcoin (BTC) treasury strategies are facing renewed criticism from activist investors. Tice P. Brown, who holds approximately 10% of Empery Digital, demanded the sale of the company's treasury holding 4,081 BTC and the resignation of the CEO and management, arguing that it does not maximize shareholder value. The company defended the strategy and is positioned as one of the world's top 25 BTC-holding companies. Similarly, GD Culture Group (GDC) decided to use its 7,500 BTC reserves to fund a share buyback program, showing the diversity of treasury strategies.
Empery Digital's Bitcoin holdings. Source: BitcoinTreasuries.NET
Activist Investor Attack on Empery Digital's BTC Treasury
Tice P. Brown's demands were triggered by the decline in BTC price per the BTC detailed analysis (currently $65,696, 24h -2.59%). Although RSI 37.90 gives an oversold signal, the overall trend is downward. Empery continues the HODL strategy instead of selling.
Circle's Q4 Results Trigger USDC Growth
In the stablecoin market, Circle announced stronger-than-expected fourth quarter results: Revenue reached $770 million (+77% increase), net profit hit $133.4 million. USDC supply grew 72% to $75.3 billion by year-end, with shares rising 20%. This shows stablecoin demand spreading to traditional finance like mortgages.
Circle (CRCL) stock performance. Source: Yahoo Finance
PayPal's Crypto Moves and Acquisition Interest
PayPal's digital asset moves (including PayPal USD stablecoin) did not reverse the stock decline, resulting in a 12-month 37% loss. However, players like Stripe are holding early talks. In the BTC futures market, BTC PERP rose 8.40% from the $62,401 low, forming a positive weekly candle.
PayPal (PYPL) 37% drop over 12 months after stock rally. Source: Yahoo Finance
Better Mortgage Stablecoin Deal Details
Better Mortgage and Framework Ventures launched a deal directing $500 million in stablecoin liquidity to US mortgages. This accelerates corporate integration reminiscent of similar steps by the UAE's second-largest bank with $272 billion in assets.
BTC Technical Levels and Risk Analysis
Supertrend bearish, resistance above EMA20 $68,854. Strong supports:
| Level | Price | Score | Distance |
|---|---|---|---|
| S1 | $64,357 | 78/100 ⭐ | -1.84% |
| S2 | $60,000 | 68/100 ⭐ | -8.49% |
Resistances: R1 $66,274 (+1.08%), R2 $68,040 (+3.77%). Investors should watch for S1 breakdown.