Learn Bitcoin
Explainers on the signals CoinBucha tracks. Also served as MCP resources (coinbucha://learn/*).
Worked example · dated 6 Jul 2026
The streak “ended” — IBIT kept bleeding, and the sovereign bid never blinked
Reading a divergence across price, ETF flows and sovereign holdings. Information, not advice.
Explainer · reviewed 7 Jul 2026
The US Strategic Bitcoin Reserve: what’s actually law, and what’s still stalled
The settled part vs the stalled part of the US reserve — the slowest, policy-led signal. Information, not advice.
Explainer · reviewed 17 Jul 2026
Corporate Bitcoin treasuries in 2026: a record stack, and the split the market is now pricing
Both sides at once — public companies hold ~1.285M BTC (Strategy ~843,775) at a record, while premiums compress and holders diverge (buyers Strive/American Bitcoin/CleanSpark/Metaplanet; sellers Riot/MARA/Strategy). Every figure dated and sourced. Information, not advice.
Explainer · reviewed 10 Jul 2026
mNAV, explained: how a Bitcoin-treasury company trades at a premium or discount to its coins
What mNAV is, how to read premium/discount as an observable ratio (not a valuation call), the ~0.99–1.80× range, and why trackers disagree. Reads the live treasury-premium cohort. Information, not advice.
- Why state Bitcoin reserves are a structural, policy-led demand signal.
- Why open-role counts at Bitcoin firms lead shipping and growth. See the live per-company hub.
- ETF net flowsReading institutional demand through spot-ETF creations and redemptions. (soon)
- On-chain accumulationHODL waves and exchange outflows as supply-tightening signals. (soon)