BBX: "Traditional asset managers indirectly buying up" and "the debt twilight of old mining giants"—Capital Group increases holdings in Strive, Poolin sells assets worth 52 million

According to BBX, last weekend the global computing power and crypto infrastructure sector presented a stark contrast between boom and bust. There was no grand narrative of emotions, only cold financial statements revealing the flow of capital and the demise of old forces: —Asset management giants entering the field: Capital Group boosted Strive’s holdings to $33.62 million in real assets, establishing a pathway for traditional funds to access the market via treasury companies. —Strict financial discipline: Bitdeer (NASDAQ: $BTDR) precisely sold 274.8 BTC within a week, shattering external illusions of hoarding coins with its “zero holdings” approach. —Historical bad debt liquidation: Poolin fell under the weight of $173 million in debt, with its premium energy infrastructure in Texas forced to be bundled and transferred to new capital for $52 million. The market is presenting a clear dual trend: traditional asset managers are rapidly penetrating through compliant intermediaries; while legacy forces that lack cash flow risk resilience are being accelerated out of the cycle. Source: bbx.com