Every Zipp story tagged #MSTR, newest first.
The pitch isn't that Bitcoin moons, it's that Strategy's capital structure can absorb flat BTC for decades, which reframes MSTR as a duration play on Treasury debt, not a levered bet on price.
Two failed short attacks into the $58K lows met fading spot sell pressure, leaving leveraged bears scrambling as MicroStrategy's sales overhang failed to drag price lower.
With STRC trading at $87.79 against a $100 redemption price and $216M of BTC just sold to fund dividends, Cantor frames the preferred as the linchpin of Strategy's entire capital engine, not a side…
Average sale price of roughly $60,000 sits about $15,000 below the company's average cost basis, and the scale is more than 100x last month's 32 BTC sale.
Palantir and Strategy both peaked around their Nasdaq 100 inclusion dates and then bled for months. SpaceX enters at a 28% drawdown already, after a 50% post-IPO surge the market may have fully…
Buying equities for crypto exposure delivers either amplified Bitcoin swings or a second layer of company-specific risk.
A six-month disclosure delay on a $100K–$250K MSTR position puts STOCK Act compliance back in focus, with crypto-policy lines crossing into personal holdings.
Matt Hougan frames the preferred-stock reset as a late-cycle shakeout, with a fresh BTC bull run he expects to start this fall once forced sellers clear.
A six-month disclosure lag on a six-figure equity trade by the FBI's top official is the kind of filing lapse that tends to invite an inspector general, even when the trade itself was cleared.
A delayed disclosure on shares of the largest publicly listed bitcoin holder draws STOCK Act scrutiny and reignites the debate over whether federal officials should be allowed to trade individual…
Strategy's perpetual preferred is paying 10% above comparable yields, and Schiff's read is that the company will have to lift the dividend or liquidate bitcoin to keep the structure funded.
The bitcoin revision does the heavy lifting: Cowen's prior $140K year-end call was already aggressive, and a $40K haircut to $100K flows straight into the proxy that anchors its valuation of…
Eleven of the past twelve months have been red for MSTR, with June alone down ~41%. The dilution math from STRC's debut now sits at the center of every holder's question.
The price target actually lands below Strategy's recent trading band, so the upside call is rooted in the new capital framework rather than a higher multiple on the existing bitcoin stack.
The micro-sale marks Strategy's first Bitcoin divestment in nearly four years and signals that the credit products layered on top of its BTC treasury can pull bitcoin sales into the open market to…
The headline is 'monetization,' but the structural read is a leverage decision: MSTR now treats part of its BTC stack as a funding source, with no fixed sales cap.
Spot ETFs erased the scarcity premium that once made a leveraged Bitcoin wrapper worth holding, and shareholders are now rejecting dilution that used to get a free pass.
The framework lets MicroStrategy actually sell Bitcoin to fund dividends and repurchases, a structural break from the old 'never sell' reflex and a sign the preferred-share flywheel is now the…
Management's own rule says MSTR stops being a productive BTC-buying vehicle below ~1.22x mNAV, and the market just pushed the company's enterprise value under its bitcoin stack.
MicroStrategy's common-stock ATM is bleeding into its BTC bid, spot ETF outflows hit a 30-day record, and a year-stalled Clarity Act is turning prior net buyers into net sellers, a triple-stack the…
WuBlockchain
Glassnode
CoinDesk
CryptoSlate
Crypto News
TheBlock
CoinTelegraph
Altcoin Daily