- MSTR-25Negative
MSTR news archive
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- MSTR+35Positive
- MSTR+30Positive
- MSTR+72Positive
The Block (@TheBlockCo)
THE BLOCK: Strategy $MSTR acquired another 950 $BTC for $75.7 million at an average price of $79,670 per bitcoin. The purchase brings its total holdings to 846,000 BTC, acquired for approximately $63.8 billion.
- MSTR+60Positive
- MSTR+30Positive
Michael Saylor (@saylor)
Digital Assets After CLARITY: The Best Protection Is Adoption The Digital Assets industry is better off moving forward with supportive rules from the SEC, CFTC, Treasury, and banking regulators than accepting the restrictions in the final CLARITY compromise. We have an administration willing to modernize financial markets. We should use the next two years to put better financial products into people’s hands. Our safest path forward is to create products that delight customers and deploy them broadly. Lower costs, easier access, useful services, and greater control over money give people a direct interest in preserving innovation. The strongest constituency we can build is a public that benefits from what we create. Legal certainty matters. So does the freedom to compete. A law can make a restriction durable just as easily as it can make a right durable. Before celebrating permanence, we should examine what we are making permanent. The September CLARITY compromise would have restricted covered providers from paying customers simply for holding payment stablecoins, while allowing qualifying activity rewards. It also would have directed Treasury to restrict certain rewards upon specified findings of substantial, detrimental deposit transfers from community banks. Protecting a bank from a liquidity crisis and protecting it from a better competitor are different objectives. Financial stability requires sound oversight. Competition requires that customers be free to choose a better service. When technology reduces the cost of delivering financial services, consumers should share in the savings. The separate GENIUS Act already contains restrictions on issuer-paid stablecoin interest and yield, subject to its effective-date provisions. CLARITY’s setback leaves that law intact. The issue is whether to layer additional restrictions onto providers and rewards. Even CLARITY’s innovation sandbox would have limited participating firms to 25 employees and each commission to 20 project approvals annually. These were limits on that program, but they illustrate how legislation can fix the dimensions of an experiment before the market has revealed its potential. The objective should be a free market in financial innovation: clear rules, open entry, vigorous competition, and freedom for customers to choose. Protect ownership rights, require honest disclosures, and punish fraud. Within those rules, let entrepreneurs test better technologies and business models, and let successful products grow. The administration is already opening that path. On September 17, the SEC used existing authority to provide conditional relief for onchain trading of certain tokenized stocks. Chairman Paul Atkins described a process of allowing markets to develop, learning from their operation, and following temporary relief with durable rulemaking. Investor protections and the securities laws’ prohibitions on fraud remain in place. CFTC Chairman Michael Selig supported CLARITY, but also committed to using existing authority if the bill stalled. He directed staff to explore rules for leveraged or margined crypto trading through regulated markets and to work with developers on lawful onchain finance. Treasury Secretary Scott Bessent has connected stablecoin implementation with innovation, American growth, and the dollar’s global role. Workable rules can help translate those objectives into payments, commerce, and financial services people use. CLARITY itself preserved existing SEC exemptive authority. That is precisely the point: substantial opportunities already exist under current law. We can pursue them without accepting the bill’s additional restrictions as the price of progress. As appropriate rules and compliant market infrastructure develop, the benefits can extend across the Digital Assets economy. Digital Capital—Bitcoin (BTC). The OCC has eased supervisory barriers to bank crypto custody. Building on that progress with workable custody rules and prudently underwritten lending can make Bitcoin easier to own, finance, and use as collateral. More institutions competing to serve Bitcoin holders can expand access and deepen liquidity. Digital Credit—Stretch (STRC). Our flagship Digital Credit instrument, STRC, is preferred stock that connects Strategy’s Bitcoin treasury business with investors seeking income. Supportive rules can open opportunities for broader distribution, tokenized ownership, and more convenient trading while preserving shareholders’ legal rights. Compliant lending arrangements could make STRC more useful as collateral, with clear terms and risk disclosures. Digital Equity—Strategy (MSTR). Additional compliant trading venues, easier transfer, and longer trading hours could widen participation in Strategy’s common stock and improve liquidity. More efficient access to equity capital can help Bitcoin treasury companies finance growth and develop new financial products. Modernizing market infrastructure can benefit both issuers and shareholders. Digital Exchanges—Coinbase (COIN). Platforms such as Coinbase can compete to combine crypto, securities, custody, payments, and financing in a more useful customer experience. Supportive rules can help appropriately regulated businesses introduce and integrate new products. Broader participation creates business opportunities for exchanges and greater competition on price and service for customers. Digital Currency—Circle (USDC). USDC, the regulated dollar stablecoin issued through affiliates of U.S.-based Circle, connects digital finance to everyday payments and global commerce. Supportive rules can help Circle and its partners expand digital dollar use through faster settlement, programmable payments, and integration with financial institutions. American businesses can gain new markets while the dollar becomes more useful worldwide. Digital Innovation. These categories reinforce one another. Capital supports credit. Equity finances businesses. Exchanges connect investors and issuers. Digital currency moves value between them. Developers can combine these capabilities into products more useful than the individual components. Open competition lets more people build, more ideas be tested, and more value reach customers. Banks should participate in this future. They can compete to provide custody, payments, distribution, and credit against digital assets. Established institutions and new entrants should earn customers by delivering better products and service. That is how financial innovation improves the financial system. Speed matters because innovation compounds. An earlier launch produces earlier feedback. Better products attract customers, distribution, and investment, which support the next round of improvement. A year spent waiting is a year of benefits customers never receive and experience American businesses never acquire. The gains extend beyond finance. Lower payment and financing costs can free resources for businesses to invest, hire, and expand. Faster settlement puts capital back to work sooner. Broader access connects savers and entrepreneurs. Giving American firms room to develop and export these capabilities can strengthen the U.S. economy while creating value around the world. The strongest argument for CLARITY is familiar: “We need a law to protect us from a future hostile administration.” Durable law can protect rights, and some changes still require Congress. But no statute removes politics from regulation. A future administration would still make important implementation and enforcement decisions. The industry also needs a public constituency that makes hostility costly. Imagine 50 million American voters using digital financial products that improve their lives: cheaper payments, convenient access to Bitcoin, useful securities, transparent income products, and credit on competitive terms. Those voters would have something concrete to defend. Taking away an unfamiliar technology is politically different from taking away a service millions of people rely on. A future administration would have to explain why those customers should lose benefits they already enjoy. The goal should be 50 million satisfied users with a direct interest in preserving financial choice. Adoption raises the political cost of reversal. Sound rulemaking strengthens the legal foundation. We should build both. Adoption also improves the next legislative debate. Products that do not yet exist have no customers to speak for them. Once they are widely used, households, businesses, advisers, developers, and banks can explain what they want preserved. A record of public benefit gives the industry a stronger position than promises about what it might someday deliver. Customer delight must be earned. Products should be useful, understandable, and dependable in good markets and difficult ones. Transparent terms, honest risk disclosures, convenient access, and the freedom to change providers build trust. Broad deployment turns that trust into lasting support. We should use 2027 and 2028 to establish useful products at scale, convert temporary relief into durable rules, and pursue focused legislation where additional authority or protections are needed. The measure of success is the value delivered to customers and the economy. Let the Digital Assets industry innovate rapidly in a free market and create the greatest possible value for the U.S. and global economy. Create products that delight customers. Deploy them broadly. Give millions of people a reason to defend the freedom that made them possible. The best protection for digital innovation is a public that benefits from it.
- MSTR-75Negative
- MSTR+85Positive
Wu Blockchain (@WuBlockchain)
Tom Lee-Managed GRNY ETF Makes MSTR Its Largest Holding Ahead of 46% Rally Bloomberg ETF analyst Eric Balchunas said the Fundstrat Granny Shots US Large Cap ETF (GRNY), managed by BitMine Chairman Tom Lee, sharply increased its position in Strategy (MSTR) starting in mid-August, taking MSTR from the fund’s smallest holding to its largest in roughly two weeks. As of September 3, MSTR accounted for about 3.02% of the portfolio, surpassing Robinhood at 2.99%. Balchunas noted that the accumulation took place before MSTR subsequently rallied about 46%.
- MSTR+45Positive
The Block (@TheBlockCo)
THE BLOCK: The crypto market cap jumped to nearly $2.82 trillion on Thursday, its highest level in more than seven months after mid-January’s plunge from $3.4 trillion to $2.3 trillion. $ZEC jumped 16.5%, $ADA gained 13%, $DOGE and $XRP climbed about 10%, while Strategy $MSTR and Circle $CRCL rallied 15% and Coinbase $COIN rose 10%.
- MSTR+70Positive
The Block (@TheBlockCo)
THE BLOCK: Bitfinex Securities has listed five tokenized products offering exposure to bitcoin treasury companies, including Strategy $MSTR, Metaplanet, H100, and Capital B. The equity-backed notes are issued via a Luxembourg securitization fund and trade against USD, USDT, and bitcoin $BTC.
- MSTR+80Positive
The Block (@TheBlockCo)
THE BLOCK: Michael Saylor-led Strategy adds 4,603 BTC for $369.7 million, taking its bitcoin holdings to 845,050 BTC. The company bought the bitcoin between Aug. 24 and Aug. 30 at an average price of $80,318. $BTC $MSTR
- MSTR+50Positive
Wu Blockchain (@WuBlockchain)
JUST IN: Strategy Buys 4,603 BTC for $369.7M as Holdings Reach 845,050 BTC Strategy said it purchased 4,603 BTC for $369.7 million between August 24 and August 30 at an average price of $80,318, bringing total holdings to 845,050 BTC acquired for $63.73 billion at an average price of $75,412. The purchases were funded through MSTR share sales, which generated $602.8 million in net proceeds during the week. Strategy also used $151.8 million to repurchase STRC preferred shares, while its USD Reserve and USD Cash stood at $5.10 billion and $1.61 billion, respectively.
- MSTR-85Negative
Wu Blockchain (@WuBlockchain)
Arthur Hayes: Strategy's Business Model May Be Losing Its Relevance On August 22, 2026, BitMEX co-founder Arthur Hayes @CryptoHayes said in an interview that the slowdown in Bitcoin’s price growth had caused its second derivative to turn negative, leading Strategy’s financial engineering model to collapse. Founder Michael Saylor now faces a difficult choice: issue more shares, sell BTC, or stop paying dividends. Hayes argued that MSTR has lost its influence and no longer has a justification for trading at a premium. For investors seeking Bitcoin exposure through the stock market, he believes directly buying a Bitcoin ETF such as IBIT is the more rational choice, rather than investing in MSTR, which depends heavily on absolute control of a single individual. Once the premium disappears, the entire strategy will cease to work.
- MSTR-10Negative
The Block (@TheBlockCo)
THE BLOCK: Bernstein expects bitcoin to reach a new all-time high of $150,000 by mid-2027 as the "debasement trade" emerges, before peaking around $300,000 in 2029. $BTC The firm maintained its Outperform rating on Strategy but cut its price target to $350 from $450, citing its updated bitcoin cycle outlook and accelerated equity dilution. $MSTR
- MSTR+75Positive
Wu Blockchain (@WuBlockchain)
Michael Saylor: The Single Most Important Thing Right Now Is to Fix the Credit Business At Strategy's Q2 2026 investor Q&A, livestreamed on Aug. 17, regarding the company's future business blueprint and capital allocation strategy, Executive Chairman Michael Saylor @saylor stated that Strategy aims to be the JPMorgan of digital assets, though without copying traditional banking models. He emphasized that building on holding 4% of the global Bitcoin supply, the key lies in developing products on top of Bitcoin, such as digital equity MSTR and digital credit STRC. The single most important task right now is fixing the digital credit business, as fixing credit will expand equity premiums and drive the company's valuation toward hundreds of billions or even a trillion dollars.
- MSTR+65Positive
Wu Blockchain (@WuBlockchain)
Goldman Raises Coinbase PT to $196; Canaccord Lifts Strategy to $175 CNBC reported that Goldman Sachs maintained its Buy rating on Coinbase (COIN) and raised its price target to $196 from $173, citing additional upside from a sustained improvement in the crypto market and continued growth in newer businesses including derivatives and prediction markets. Canaccord also maintained its Buy rating on Strategy (MSTR) and lifted its target to $175 from $130, saying the setup for MSTR has materially improved in recent weeks. Elsewhere, Raymond James upgraded AMD to Strong Buy, while Bank of America remained positive on Nvidia, Micron and Marvell; Moderna, Dynatrace and Shift4 Payments also received rating upgrades.
- MSTR-10Negative
Lookonchain (@lookonchain)
Michael Saylor(@saylor)'s #Strategy didn't buy or sell any $BTC last week. But it sold 18.26M shares of $MSTR for $2.01B, with $1.57B allocated to USD Cash, which can be used to buy more $BTC. https://www.sec.gov/Archives/edgar/data/1050446/000119312526361845/mstr-20260824.htm
- MSTR-50Negative
- MSTR+75Positive
- MSTR+60Positive
- MSTR+80Positive
Wu Blockchain (@WuBlockchain)
During U.S. trading hours, most crypto-related stocks rose, with MSTR up 15.53%. According to market data from Bitget and its stock page, the gains came after U.S. President Donald Trump expressed support for the crypto industry at an event with technology industry leaders at the White House. Strategy (MSTR) rose 15.53%, Coinbase (COIN) gained 13.41%, Bitdeer (BTDR) rose 9.90%, and Circle (CRCL) gained 7.49%.
- MSTR+80Positive
Wu Blockchain (@WuBlockchain)
12 of Strategy’s Top 15 Institutional Holders Added to MSTR Stakes in Q2 According to 13F data disclosed by Strategy, 12 of MSTR’s 15 largest institutional shareholders increased their positions in the second quarter of 2026, lifting the combined value of their holdings by about $1.2 billion from the previous quarter. Goldman Sachs increased its position by roughly $407 million, Capital International Investors by $364 million and BlackRock Asset Management Ireland by about $98 million, while Capital Research Global Investors and UBS were among the few institutions that reduced their stakes. Strategy is the world’s largest corporate Bitcoin holder, with more than 840,000 BTC on its balance sheet as of August 2026.
- MSTR+70Positive
The Block (@TheBlockCo)
THE BLOCK: $BTC climbed to $69,000 for the first time in two months while $ETH reclaimed $2,000 as crypto markets rallied after the Treasury doubled certain longer-dated bond buybacks and the SEC proposed a new crypto offering framework. The rally triggered nearly $2 billion in liquidations over 24 hours and lifted crypto-linked stocks, with Strategy and Bitmine gaining around 10% and Fold, BitGo and American Bitcoin rising even more. $MSTR $BMNR
- MSTR-50Negative
- MSTR-20Negative
Lombard (@Lombard_Finance)
Last week in Bitcoin: → BTC fell roughly 2.9% on the week to about $63,000, ETF outflows and policy delay weighed on sentiment. → Lombard moved $LBTC's yield engine to a covered-call options strategy managed by Bitwise, targeting 2.5% net APY. → Goldman Sachs agreed to acquire options-ETF manager NEOS for up to $2.25 billion. → BlackRock cut IBIT's in-kind conversion and redemption minimum from $25M to $1M. → US spot Bitcoin ETFs swung to a net weekly outflow near $390 million, reversing the prior week's $853 million of inflows. → Strategy (MSTR) remained a net seller, disclosing the sale of 1,690 BTC to fund STRC preferred buybacks while holdings sit at 840,447 BTC. → Metaplanet quashed a $320 million sale rumor, launched a BitBonds debt program to fund future buys. → Bitcoin's BIP-110 data-restriction soft fork opened its signaling window but drew only ~2% miner support.
- MSTR-10Negative
Wu Blockchain (@WuBlockchain)
JUST IN: Strategy Sells Another 1,690 BTC to Fund STRC Buybacks Strategy sold 1,690 BTC for $108.6 million between August 3 and August 9 at an average price of $64,262, with all proceeds used to repurchase STRC shares. The company also sold 6.59 million MSTR shares for $653.1 million, using $650 million to increase its U.S. dollar reserve to $4.65 billion. Strategy now holds 840,447 BTC acquired for $63.36 billion at an average price of $75,385.
- MSTR+10Positive
The Block (@TheBlockCo)
THE BLOCK: Strategy sold 1,690 BTC for $108.6 million last week at an average price of $64,262, using the proceeds to repurchase 1.15 million shares of its STRC preferred stock. The company also raised $653.1 million through MSTR share sales, boosting its U.S. dollar reserve to $4.65 billion while ending the week with 840,447 BTC.
- MSTR+30Positive
CoinDesk (@CoinDesk)
🎥 Clear Street's Brian Dobson says Michael Saylor's Strategy still has substantial upside if it can continue generating incremental satoshis per share.
- MSTR+70Positive
- MSTR+5Positive
Wu Blockchain (@WuBlockchain)
Breaking: Strategy Sells 1,638 BTC to Fund Preferred Dividends and STRC Buybacks Strategy sold 1,638 BTC for $104.7 million between July 27 and August 2 at an average price of $63,957. The company used roughly half of the proceeds to fund preferred-stock dividends and the remainder to repurchase STRC shares. Strategy also raised $290.6 million through MSTR share sales, repurchased $81.2 million of STRC and increased its U.S. dollar reserve to $4 billion. It continues to hold 842,138 BTC acquired for $63.51 billion at an average price of $75,419.
- MSTR-20Negative
The Block (@TheBlockCo)
THE BLOCK: Strategy lost over $8 billion in Q2 as BTC holdings increased 11%. The company has sold about $218 million of bitcoin YTD to fund preferred stock dividends. $MSTR
- MSTR-40Negative
Wu Blockchain (@WuBlockchain)
Strategy Reports Q2 Results: Holds 843,775 BTC, Records $8.22 Billion Loss Due to Fair Value Changes Strategy (Nasdaq: MSTR), formerly MicroStrategy, reported a net loss of $8.22 billion for the second quarter of 2026, compared with net income of $10.02 billion a year earlier, driven by fair value changes in its bitcoin holdings. As of July 26, the company held approximately 843,775 BTC, up 25% year to date, and raised about $17.06 billion through its at-the-market (ATM) offering programs. Strategy said it increased its USD Reserve to $3.75 billion, covering more than 2.1 years of preferred stock dividend and debt interest obligations. Its convertible debt balance declined to $6.71 billion at the end of the quarter, from $8.21 billion previously.
- MSTR-50Negative
Wu Blockchain (@WuBlockchain)
Strategy Reports Q2 Results: Holds 843,800 BTC, Records $8.2 Billion Loss Due to Fair Value Changes Strategy (Nasdaq: MSTR), formerly MicroStrategy, reported a net loss of $8.22 billion for the second quarter of 2026, compared with net income of $10.02 billion a year earlier, driven by fair value changes in its bitcoin holdings. As of July 26, the company held approximately 843,775 BTC, up 25% year to date, and raised about $17.06 billion through its at-the-market (ATM) offering programs. Strategy said it increased its USD Reserve to $3.75 billion, covering more than 2.1 years of preferred stock dividend and debt interest obligations. Its convertible debt balance declined to $6.71 billion at the end of the quarter, from $8.21 billion previously.
- MSTR-60Negative
Wu Blockchain (@WuBlockchain)
Strategy Reports Q2 Results: Holds 843,800 BTC, Records $8.2 Billion Loss Due to Fair Value Changes Strategy (Nasdaq: MSTR), formerly MicroStrategy, reported a net loss of $8.22 billion for the second quarter of 2026, compared with net income of $10.02 billion a year earlier, driven by fair value changes in its bitcoin holdings. As of July 26, the company held approximately 843,775 BTC, up 25% year to date, and raised about $17.06 billion through its at-the-market (ATM) offering programs. Strategy said it increased its USD Reserve to $3.75 billion, covering more than 2.1 years of preferred stock dividend and debt interest obligations. Its convertible debt balance declined to $6.71 billion at the end of the quarter, from $8.21 billion previously.
- MSTR-80Negative
- MSTR-15Negative
The Block (@TheBlockCo)
THE BLOCK: Strategy buys no bitcoin for a fifth straight week, holding at 843,775 BTC, and lifts its USD reserve by $525 million to $3.75 billion. The firm sold 5.4 million MSTR shares for $544.5 million, deepening its pivot from accumulation to liquidity.
- MSTR-30Negative
Wu Blockchain (@WuBlockchain)
Strategy Sells $544.5M in MSTR Shares, Makes No Bitcoin Purchases Strategy said it sold 5.43 million MSTR shares for $544.5 million in net proceeds between July 20 and July 26, while repurchasing 288,930 STRC preferred shares for $25 million. The company made no bitcoin purchases during the week and continues to hold 843,775 BTC, acquired for $63.69 billion at an average price of $75,476. Its U.S. dollar reserve increased to $3.75 billion.
- MSTR-30Negative
- MSTR+5Positive
The Block (@TheBlockCo)
THE BLOCK: Strategy's decision to pause bitcoin purchases last week is winning support from Wall Street. $MSTR Analysts say the move shows "greater balance-sheet discipline" as the company prioritizes rebuilding its cash reserves.
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- MSTR-75Negative
The Block (@TheBlockCo)
Strategy sells $467 million in MSTR shares, makes no bitcoin purchases as USD reserve hits $3 billion https://www.theblock.co/post/408004/strategy-sells-467-million-in-mstr-shares-makes-no-bitcoin-purchases-as-usd-reserve-hits-3-billion?utm_source=twitter&utm_medium=social
- MSTR-70Negative
- MSTR+50Positive
ZEROBASE (@zerobasezk)
SEC is preparing to propose a new crypto regulation as early as July 2026 that would make it significantly easier for startups to raise capital. Highlighted in a recent Yahoo Finance segment with analyst Scott Melker, the plan—referred to as Regulation Crypto—creates temporary exemptions from full securities registration under the 1933 Securities Act. It includes a startup pathway allowing projects to operate for up to four years with simple white-paper disclosures and raise up to $5 million, a fundraising exemption permitting up to $75 million in any 12-month period with basic disclosures, and a safe harbor for decentralizing projects that covers DeFi and tokenized securities. The goal, according to SEC Chair Paul Atkins, is to provide regulatory clarity, reduce enforcement risks, attract activity onshore, and position the United States as the global leader in crypto while still protecting investors. This marks a clear shift from the prior enforcement-focused approach to one that emphasizes structured rules and innovation. The updated 2026 regulatory agenda places the proposal high on the near-term list, reflecting a broader effort to modernize how crypto assets are treated for capital raising and trading. In the current macroeconomic environment, the timing is notable. U.S. real GDP growth is expected to reach about 2.0 percent for 2026 before easing to 1.8 percent in 2027. Labor market remains solid but is cooling gradually, with unemployment holding in the mid-4 percent range. Inflation, however, has risen to around 4.2 percent year-over-year as of May, driven by higher energy costs from geopolitical tensions, tariff effects, and surging electricity demand tied to AI infrastructure. Federal Reserve has kept policy on hold with a cautious, somewhat hawkish stance, leaving room for potential rate adjustments if price pressures persist. In this setting of moderate growth and sticky inflation, clearer crypto rules could draw more institutional capital into digital assets as an alternative or complementary investment.U.S. stock markets have performed well despite these pressures. S&P 500 is up roughly 8 to 9 percent year-to-date and recently trading near 7,500 after earlier highs above 7,600. Nasdaq has shown even stronger gains fueled by AI enthusiasm, though some rotation and profit-taking occurred in June. Crypto-related equities and vehicles have participated in the broader risk-on environment. Spot Bitcoin ETFs have recorded recovering inflows after earlier outflows, while companies such as Coinbase and MicroStrategy have benefited from crypto price movements and growing institutional interest. Bitcoin itself is trading around $63,700, with Ethereum near $1,750. The proposed exemptions could meaningfully boost capital formation for early-stage crypto projects and accelerate innovation in DeFi and tokenization. Lower compliance costs may help more U.S.-based startups compete globally and expand total activity in the sector. Institutional adoption through ETFs and tokenized assets stands to gain further momentum, potentially supporting related stocks and broader market sentiment. At the same time, the framework must balance accessibility with adequate investor safeguards to avoid past pitfalls of inadequate disclosures or excessive risk-taking. Implementation details will matter, and the proposal could serve as a bridge while larger legislative efforts continue. Overall, the SEC’s move represents a pragmatic step toward integrating crypto more fully into the U.S. financial system. Against a backdrop of steady economic expansion, elevated inflation risks, and resilient equity markets, clearer rules are likely to support innovation and capital flows without undermining core regulatory objectives. Markets will watch the formal release and comment period closely for signs of how quickly these changes take effect.
- MSTR+80Positive
- MSTR-60Negative
CoinDesk (@CoinDesk)
Strategy flipped from Bitcoin's biggest buyer to seller. On CoinDesk's Public Keys at the @NYSE, @Two_Prime's Alex Blume unpacks BTC's range and his doubts on the OpenUSD consortium, @Securitize CEO Carlos Domingo on going public and tokenizing its own stock, and @lumidawealth's @ramahluwalia on why MicroStrategy became a marginal seller. Watch with @JennSanasie. 00:00 Welcome to Public Keys 00:22 Two Prime Founder and CEO Alex Blume on Bitcoin's Range 01:26 Strategy Sells 3,588 Bitcoin to Fund Dividends 03:53 How Bitcoin Breaks From the Strategy Narrative 05:46 Circle Drops 15% on OpenUSD Consortium News 09:13 Securitize (SECZ) Goes Public on the NYSE via SPAC 10:56 Why Securitize Chose a SPAC Over an IPO 12:10 Securitize Tokenizes Its Own Stock on Solana and Avalanche 13:33 Bitcoin, Ether and Hyperliquid ETF Flows 14:37 Lumida CEO Ram Ahluwalia on MicroStrategy's Shift to Selling 16:53 The Bull Case for Hyperliquid 17:37 Non-Consensus Picks: Quality Stocks and ICE 19:09 Why Non-Farm Payrolls Are 'Noise' 20:37 Fed Chair Kevin Warsh Won't Hike or Cut 21:44 Can AI Beat the Market? 23:41 Fear & Greed Index at 24
- MSTR-50Negative
The Block (@TheBlockCo)
THE BLOCK: JPMorgan analysts say Strategy's new bitcoin sale policy introduces what it calls "two-way flow risk," adding uncertainty and volatility to crypto markets. $MSTR The analysts noted Strategy's current cash reserves cover about 17 months of preferred dividends but said the company should increase that to 24-36 months to reduce the likelihood of future bitcoin sales.
- MSTR+75Positive
The Block (@TheBlockCo)
THE BLOCK: TD Cowen reduced its Strategy price target to $260 from $400, but says the cut is about a lower bitcoin forecast, not the company's new capital framework, which it calls "incrementally constructive." The bank still rates MSTR as a Buy, with 200%+ implied upside.
- MSTR+85Positive
- MSTR+70Positive
The Block (@TheBlockCo)
Strategy's MSTR, STRC shares recover after brutal week as Saylor unveils new buyback plans https://www.theblock.co/post/406568/strategy-mstr-strc-shares-recover-after-brutal-week-saylor-unveils-new-buyback-plans?utm_source=twitter&utm_medium=social
- MSTR-30Negative
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