Arca CIO Jeff Dorman’s thesis centered around Strategy’s capital structure and how it was built around expectations of Bitcoin’s price continuously rising.
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Strategy and its executive chairman, Michael Saylor's "never sell" stance, had become almost gospel in the Bitcoin (BTC) community. But on May 5, he dropped a bombshell that the company is considering selling Bitcoin. Now, a few weeks later, the company made a major Bitcoin move, hinting ...
Crypto analyst Ran Neuner recently joined The Wolf Of All Streets podcast with host Scott Melker to discuss a part of Strategy (NASDAQ:MSTR) that many retail investors still do not fully understand. The conversation focused on STRC, the company’s preferred-stock funding vehicle that helps finance Michael Saylor’s ongoing Bitcoin purchases. Neuner’s conclusion was uneasy. The shrinking ... Strategy’s STRC Funding Loop ‘Gives Me the Shivers,’ Says Analyst Worried About Saylor’s Shrinking Window
Arca CIO Jeff Dorman argues that Strategy's shrinking cash reserves could put Bitcoin holders, MSTR shareholders, and preferred investors on a collision course. Strategy ...
Strategy transferred 411.48 Bitcoin worth roughly $30.3 million to Coinbase Prime, according to Lookonchain data.
Arca CIO Jeff Dorman warns Strategy's $15B preferred stock load and depleted cash buffer are straining the Bitcoin flywheel.
The Arca CIO pointed to $15.5 billion of preferred stock, roughly $1.5 billion in annual dividends, and an $871 million cash reserve, warning that someone may "lose badly" within four…
Strategy’s recent Bitcoin transfer has sparked fresh selling speculation. The transfer does not necessarily indicate a sale. The debate over Strategy’s Bitcoin strategy and market ...
Michael Saylor’s Strategy moved 411 Bitcoin (CRYPTO: BTC) to Coinbase today. For a company that holds 843,738 BTC, that is a rounding error, as 411 coins are about 0.05% of its position. Yet Polymarket traders have already pushed the odds that Strategy sells Bitcoin before year-end to 91%, jumping 68 points since the deposit appeared ... Bitcoin News: Strategy Moved 411 BTC to Coinbase. Is the Largest Corporate Holder Ready to Sell?
Strategy Inc. (NASDAQ:MSTR) CEO Phong Le pointed out the differing strategies between traders and long-term investors on Thursday, responding to Mark Cuban's recent decision to sell his Bitcoin (CRYPTO: BTC). Jumping To The ‘Next Thing’ During a Fox Business interview, Le was asked about the billionaire investor’s move, which surprised many in the cryptocurrency community. After all, Cuban is the same person who once aggressively endorsed Bitcoin as a hedge against inflation, only to sell “most”
Michael Saylor’s Strategy (formerly MicroStrategy) has deposited Bitcoin to Coinbase crypto exchange, according to on-chain data. Michael Saylor earlier announced the company may sell some of its Bitcoin holdings to fund dividends. This comes as Bitcoin fell below $73K and MSTR stock crashed more than 22% in two weeks. Ad Ad Michael Saylor’s Strategy Transfers
The bitcoin price slump continued on Thursday, even as the Nasdaq and gold rallied, while the U.S. dollar and Treasury yields fell. Bitcoin has been more vulnerable to a spell of weakness because ETF outflows haven't been countered by Strategy's on-again, off-again buying binge. There have been seven weeks this year during which Strategy bought more than $1 billion worth of bitcoin, including three weeks with buys over $2 billion.
Peter Schiff has spent years arguing Bitcoin is a mirage, so when he calls a move by Michael Saylor a warning sign, it carries weight. On a recent episode of The Peter Schiff Show titled “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected,” Schiff zeroed in on MicroStrategy (NASDAQ:MSTR), now branded ... Peter Schiff: MicroStrategy’s ‘Smart’ Debt Buyback Just Torched 60% of Its Safety Net
Strategy stock just crashed through its 50-day moving average. Consider a bear call spread that could turn a profit within weeks.
Bitcoin (CRYPTO:BTC) investors have spent the better part of the last five years believing institutional adoption would create a permanent floor under crypto prices. Exchange-traded funds arrived, Wall Street banks softened their tone, and public companies began adding Bitcoin to their balance sheets. Yet surprisingly, one company mattered more than all of them combined: Strategy ... Michael Saylor Has Kept Bitcoin Afloat. What Happens Now as Strategy Prepares to Sell?
We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Strategy Inc (NASDAQ:MSTR) is among the best Strong Buy stocks on this list. TheFly reported on May 19 that TD Cowen increased its price target on MSTR to $400 from $395 while maintaining a Buy rating on the shares. The […]
Strategy Inc. completed a $1.5 billion debt repurchase last week, prompting gold advocate Peter Schiff to publicly question whether the company is running out of cash. Strategy Bought Back Debt At 8% Discount, Added 24,869 Bitcoin Strategy repurchased $1.5 billion...
FTSE 100 down 89 points to 10,415 Oil up as US carries out further strikes on Iran Ex-dividends include Nat Grid, Severn Trent, AB Foods 10.13am: FTSE underperforms, defence sector leads European gains The FTSE has settled into its morning slump, down around 90 points, with little...
Retailers have spent much of the past year trying to understand what consumers want, and what they want is getting more complicated. Customers are still spending, but they are also becoming more selective. Many are looking harder for deals, cutting back on impulse purchases, and choosing value over ...
Leading cryptocurrencies fell sharply on Wednesday, while stocks rallied to record highs with no breakthrough in sight for a U.S.-Iran deal. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:20 p.m. EDT)Bitcoin (CRYPTO: BTC)-2.03%$74,176.96Ethereum (CRYPTO: ETH) -2.65%$2,017.29XRP (CRYPTO: XRP) -2.03%$1.30Solana (CRYPTO: SOL) -1.83%$82.27Dogecoin (CRYPTO: DOGE) -1.39%$0.1000 Crypto Market Slides Bitcoin tumbled, coming close to sinking below $74,000, while Ethereum battled bears to defend the
Strategy revealed on Tuesday that it retired $1.5 billion in convertible debt last week by paying out $1.38 billion in cash on its balance sheet to bondholders. The company touted the move as strengthening its credit profile and raising the bitcoin per share ratio for holders of MSTR common stock. In reality, the increase in bitcoin per share was only theoretical.
Strategy Inc. (NASDAQ:MSTR) could scoop up all the approximately 1 million Bitcoin left to be mined, according to Chair Michael Saylor. "Our company will probably buy all of the Bitcoin produced by the miners between now and the year 2140,"...
WULF's AI and HPC expansion contrasts with MSTR's Bitcoin-heavy model, shaping a different risk-reward profile.
Billionaire hedge fund manager Paul Tudor Jones sold his entire direct stake in MicroStrategy, exited his Ethereum ETF position completely, and dumped equity in two Bitcoin miners during the first quarter of 2026, according to a 13F filing with the Securities and Exchange Commission (SEC). The ...
Bitcoin dropped roughly 2% on Wednesday to hover near $75,500 per token.
More diversified companies are expected to adopt Bitcoin as part of treasury diversification and fiat currency hedging strategies, Grayscale’s Head of Research says.
MicroStrategy (NASDAQ:MSTR), now operating as Strategy, trades at $159.93 after a brutal 56.72% 12-month drawdown that mirrors bitcoin’s slide to $75,870.71. Our 24/7 Wall St. price target for MicroStrategy is $425.34 over the next 12 months, implying 165.96% upside. The recommendation is buy at a medium 50% confidence level, reflecting genuine bitcoin path-dependency in the ... This Stock Could Jump 160%, And It’s Not NVIDIA
Strategy asks STRC holders to vote on semi-monthly dividends by June 8 as Schiff warns the firm is running low on cash.
Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...