The mNAV Collapse: Why MicroStrategy's Bitcoin Engine Just Stalled
The plumbing just broke. While everyone was watching Bitcoin's price action,...
Magazine
•
IvyWhale
•
2026-07-04
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27
Fear
Market Sentiment
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202608
04
upgrade
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10
05
upgrade
Ethereum Pectra Upgrade
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22
03
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Optimism Unlock
Circulating supply increases by about 2%
28
03
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Arbitrum Token Unlock
92 million ARB released
30
04
upgrade
Celestia Mainnet Upgrade
Improves data availability sampling efficiency
12
05
halving
BCH Halving
Block reward halving event
15
04
halving
Bitcoin Halving
Block reward reduced to 3.125 BTC
18
03
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Team and early investor shares released
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All →
1
Bitcoin
BTC
$63,285.9
1
Ethereum
ETH
$1,866.58
1
Solana
SOL
$73.28
1
BNB Chain
BNB
$587.6
1
XRP Ledger
XRP
$1.08
1
Dogecoin
DOGE
$0.0704
1
Cardano
ADA
$0.1892
1
Avalanche
AVAX
$6.61
1
Polkadot
DOT
$0.7985
1
Chainlink
LINK
$8.31
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Optimism
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