Strategy (MSTR), the largest corporate holder of Bitcoin (BTC), now has a total market value of billions of dollars below the value of the cryptocurrency it owns. As of December 3, the company’s market capitalization sits near $50.7 billion, while its BTC reserve is valued at approximately $60.4 billion. The situation has created a historic valuation […]
According to CryptoQuant analyst Carmelo Alemán, the market is mispricing Strategy (MSTR), arguing that the firm’s 649,870 BTC stash now implies a value that’s about 78% above where the stock currently trades. He bases that view on on-chain metrics and CryptoQuant’s MSTR “price bands,” which he says now show the stock sitting deep in its […]
The cryptocurrency markets tumbled hard on Friday once again, with BTC leading the losses with a nosedive to under $94,000, which became a six-month low. Amid the overall uncertainty and market panic, reports emerged at one point claiming that the ultimate bitcoin bull – Michael Saylor – and his company had begun to sell off […]
Digital Asset Treasury Companies (DATCos) have deployed at least $42.7 billion in crypto acquisitions so far in 2025. Interestingly, more than half of that amount was spent in the third quarter alone, when DATCos collectively acquired $22.6 billion worth of digital assets. Q3 2025 has therefore been the strongest quarter on record for DATCo accumulation. […]
Crypto equities, which had strongly outperformed Bitcoin over the past 18 months, are now showing signs of fatigue. Amidst a broader market pullback, investors appear to be fleeing riskier corners of the market. No IPO, No Catalyst After a stellar 18-month run, crypto equities are beginning to lose momentum relative to Bitcoin, according to the […]
Strategy (formerly MicroStrategy) has delivered its most profitable quarter ever in Q2 2025, reporting record net income of $10 billion. The bumper quarter resulted in a diluted earnings per share of $32.60, a dramatic turnaround from a net loss of $102.6 million in the same quarter last year. The company’s explosive performance was primarily driven […]
Strategy, a publicly traded company, has announced the successful closing of its initial public offering (IPO) of 28 million shares of Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) at a public offering price of $90 per share. The offering generated gross proceeds of approximately $2.52 billion, making it the largest US IPO of […]
A looming $12.8 billion debt maturity wall could threaten the sustainability of major Bitcoin Treasury Companies (BTC-TCs) like Marathon Digital and Nakamoto by 2028. This is according to a new Keyrock report showing that while such firms collectively hold more than 725,000 BTC, their reliance on capital markets and negative cash flows for acquisitions has […]
On June 2, Strategy announced that it plans to offer an IPO of “10% Series A Perpetual Stride Preferred Stock” at $100 per share under the ticker STRD. It intends to use the net proceeds from the offering for “general corporate purposes, including the acquisition of Bitcoin and for working capital,” it stated. The firm […]
Jeff Walton, a Bitcoin podcaster and Strategy investor, recently pointed out that Strategy (formerly known as MicroStrategy) is on track to join the S&P 500 Index. Strategy Could Soon Join S&P 500 Walton wrote in a post on the X app: Q2 is likely going to be the big blow out quarter on Earnings for […]