Exodus Movementは、決済関連の買収に向けた資金を確保するため、第1四半期に1,000ビットコイン以上を売却した。同社は収益の急減に伴い、純損失が拡大したことを報告している。
Exodus Movementは、3月末時点でビットコインの保有量を63%削減し、628 BTCとした。同社は当四半期中に1,076 BTCを含む総額7,320万ドル相当の暗号資産を売却し、現金および現金同等物、ステーブルコインの保有高を520万ドルから7,440万ドルまで引き上げた。同社が提出した報告書によると、売却益はW3Cの買収および関連する債務の支払いに充てられる予定である。
ユーザーの間では、Exodusが決済事業の買収資金を確保するために第1四半期に1,000 BTC以上を売却したこと、そしてそれに伴う純損失の拡大と収益の減少について議論が交わされた。反応は、財務戦略を現金や決済インフラへとシフトしたことに対する中立的な報告から、企業のビットコイン保有戦略と比較した際のビットコイン売却に対する懐疑的な意見まで多岐にわたった。一部のユーザーは暗号資産決済における分散化のメリットを強調した一方で、この方向転換が期待通りの成果を上げられなかった場合のリスクを指摘する声もあった。
LATEST: 📊 Exodus Movement posted a $32.1 million net loss in Q1 2026, more than double last year's figure, after selling 63% of its Bitcoin treasury to fund an acquisition. pic.twitter.com/PqBzuKW6rT
— CoinMarketCap (@CoinMarketCap) 2026年5月12日
EXODUS DUMPS 1,000 BITCOIN TO FUND PAYMENTS PIVOT@exodus sold $73.2M in crypto during Q1 2026, pushing the wallet provider's cash, cash equivalents, and stablecoins from $5.2M to $74.4M by quarter-end.
— BSCN (@BSCNews) 2026年5月12日
The self-custody pioneer is liquidating $BTC to bankroll a payments… pic.twitter.com/xSGfjJtsIT
Exodus basically sold Bitcoin to buy the payments company. in crypto, we call this stacking sats horizontally. If their self custody + payments combo prints, this loss becomes a rounding error. If not, OOF.
— Astonish | Web3 Growth (@AstonishWeb3) 2026年5月12日
EXODUS SELLS 1,076 BITCOIN IN Q1 TO FUND PAYMENTS ACQUISITION AS REVENUE FALLS 37%
— The Bitcoiner (@TheBitcoinerIO) 2026年5月12日
Exodus Movement sold 1,076 bitcoin during the first quarter of 2026, cutting its BTC holdings by 63% from 1,704 to 628, as the crypto wallet company liquidated its Bitcoin treasury to fund the…
Exodus, a publicly traded Bitcoin wallet firm, is broadening its focus beyond just wallets to encompass the full crypto payments stack, selling $87 million in BTC in the process. This move signals a growing interest in crypto as a medium for everyday transactions.
— Ben Ruggles (@BenRustC) 2026年5月12日
AIによるレポート AIによって生成された画像
Coinbase shares recovered 10 percent from session lows on Friday following a weaker-than-expected first-quarter report and a multi-hour trading outage tied to Amazon Web Services failures. Bitcoin held above $80,000 while several altcoins posted gains of 5 to 12 percent.
Strategy, the largest corporate holder of bitcoin, reported a $12.77 billion net loss for the first quarter while its bitcoin holdings grew. Chief executive Michael Saylor signaled the company may sell some of its bitcoin to stabilize the market.
AIによるレポート
Coinbase announced a $667 million net loss for the fourth quarter of 2025, marking its first quarterly deficit since 2023. The loss stemmed primarily from non-cash write-downs on its cryptocurrency holdings and strategic investments, despite record highs in trading volume and market share. Total revenue fell 21.6% year-over-year to $1.78 billion, missing analyst expectations.
Following a mid-week rally above $68,000, Bitcoin retreated toward $70,000 by early March 6, 2026, erasing $110 billion in market capitalization amid worsening Iran conflict, rising oil prices, and a strengthening U.S. dollar. The pullback occurs despite ongoing institutional adoption, with $2.6 billion in Bitcoin options set to expire, heightening volatility risks.
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A long-dormant bitcoin wallet transferred approximately $40 million worth of BTC on Sunday to a new address. The move comes as the cryptocurrency trades near $80,700. Blockchain data shows the coins had remained untouched since November 2013.
Tether, the issuer of the largest stablecoin USDT, announced a first-quarter net profit of $1.04 billion for 2026. The company's excess reserves reached a record $8.23 billion, with total assets nearing $192 billion against liabilities of about $183.5 billion. Reserves include significant holdings in U.S. Treasuries, gold, and bitcoin.