Every Zipp story tagged #Strategy, newest first.
Geoffrey Kendrick frames recent Strategy-related pressure as a communication problem, not a balance sheet issue, and expects the preferred STRC to recover toward par, easing forced-selling risk on…
Geoffrey Kendrick frames Strategy's STRC preferred wobble as a communication mismatch, not a credit event, and holds his end-2026 BTC target intact through the noise.
A market with every major signal pointed in a different direction, and the loudest single overhang is the former loudest accumulator moving from buyer to seller while the Fed debates rate hikes into…
The pitch reframes MicroStrategy's dividend math as a function of Bitcoin's long-run returns, not the company's cash flow: above 3.3% annualized, the BTC capital gains cover the variable dividend in…
The dollar loss is the headline, but the structural shift is what every BTC treasury watcher will read: Saylor is now treating Bitcoin as a working capital asset to service preferred dividends, not…
The lawsuit hinges on whether 32 BTC sold across one May week qualifies as the kind of "notable" divestment the market was structured to capture.
Strategy's first major BTC sale since 2020 met a muted market, while a $12K HyperSwap airdrop scam and a $20M BONK treasury exploit marked a sharp day for DeFi security.
The market absorbed the largest Strategy sale since it dropped its never-sell stance, but CME futures open interest just hit a 32-month low and downside options skew ranks fourth-highest on record,…
Saylor's first-ever on-chain sale of $216M did almost nothing to a market busy digesting Trump's open pivot back to the industry ahead of midterms and a record $1.79T stablecoin month.
Strategy's first major sell in months landed the same week stablecoin supply shrank for the second week running, while Bitmine kept stacking ETH through the cooldown.
The trade itself is small in scheme terms, but the timing reads like a contrarian signal: a quiet whale re-enters with max leverage at the moment Strategy starts selling.
The sale is the first sizable disposition since MicroStrategy rebranded as Strategy and lands at roughly 20% below its average cost basis, a fact bitcoin treasury watchers will weigh against prior…
The sale funds dividends on Strategy's STRF, STRE, STRK, STRD, and STRC preferred tranches, not a treasury rotation, but it shatters the company's 'only buys' narrative.
The sale is the first material BTC disposal by the original corporate-treasury accumulator, and it lands while $BTC sits near cycle lows, forcing a rethink of the playbook that bought the 2022 bottom.
Analysts at the $4.7T bank say the same entity driving the most aggressive BTC accumulation on record could, under margin stress, flip from net buyer to forced seller.
The week's roundup bundles nine macro crypto signals, from Strategy's treasury pivot and a UK rule finalization to Visa and BlackRock backing a new stablecoin and $189M of mid-term lobbying.
Strategy still anchors the corporate bid with roughly two-thirds of the float, but the top 10 alone now control more than 1.1M BTC and the buyer list is broadening beyond pure-play treasury names.
Analysts want Strategy to hold 24 to 36 months of dividend coverage in cash, up from 17 months today, framing the firm's BTC treasury model as a source of two-way market risk.
Bitwise frames STRC's break below par as textbook late-cycle deleveraging, with Strategy well-capitalized on $52B in liquid assets against $7B of debt and institutions set to take over the bid.
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.
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