In one of the largest Bitcoin transfers in corporate history, Strategy (MSTR) has abruptly moved $5.1 billion in BTC off Coinbase, according to Arkham. Analysts say this is a massive consolidation move that could precede another strategic shift — or signal a major tightening of Bitcoin's available liquidity.

At the same time, a new Bitcoin Block Channel model is projecting a $300,000 BTC surge, while Cathie Wood reaffirms her $1.5M Bitcoin target, claiming nothing has changed about ARK's ultra-bullish thesis. Tom Lee, however, cools off his timeline and backpedals on his $250K call.

Elsewhere, a "significant step forward" sees $97K targets reappear, a bizarre Conor McGregor vs. Khabib NFT drama erupts, and Metaplanet continues leaning deeper into BTC-backed debt.

Today we break down the $5.1B transfer, the $300K model, and what this all means for Bitcoin's next explosive move.

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