Bitcoin just hit its highest level since January, and the equity complex is repricing fast but not evenly. Understanding why Strategy is outrunning the miners it resembles tells you everything about how these trades actually work.
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Bitcoin (CRYPTO:BTC)-linked equities are leading Monday morning’s tape, as a fresh leg higher in the underlying asset reprices the treasury-holding, mining and thematic-fund complex together. The move is broad enough to lift the sector fund noticeably, but narrow enough that it isn’t showing up meaningfully in the broad-market benchmark. That split is the frame…
