CryptoQuant said Michael Saylor's Strategy still needs still needs clearer rules for when to buy and sell bitcoin.
BTC PREF is expected to begin trading July 20, with any discount to SEK 120 lifting the indicated cash yield above 10%.
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Strategy would begin considering risks associated with its debt only if bitcoin falls to around $8,000-$10,000, CEO Phong Le said.
Analysts from Benchmark and TD Cowen maintained Buy ratings and price targets of $570 and $260, respectively.
Strategy's total holdings remain at 843,775 BTC and account for around 4% of the 21 million bitcoin supply cap — worth roughly $53 billion.
Standard Chartered retained its $100,000 end-2026 bitcoin target, calling Strategy's STRC pivot a signaling problem, not a solvency one.
JPMorgan says Strategy isn't bitcoin's main structural risk, but blockchain adoption that fails to benefit public blockchains and tokens.
BitGo CEO Mike Belshe said single-digit bitcoin ownership levels make sense for large holders like Strategy after its $216 million sale.
Strategy sold 3,588 BTC last week, with CF Benchmarks suggesting continued sales would become a concern if they stop being a choice.
Strategy’s largest Bitcoin sale in years has put new pressure on the corporate treasury model that made Michael Saylor one of the most closely watched figures in digital assets. On July 6, the company, formerly known as MicroStrategy, revealed that it sold 3,588 Bitcoin for about $216 million between June 29 and July 5. Per […]
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"Strategy is selling more bitcoin. But this will restore confidence in its financing structure and help bitcoin find a more durable bottom."
Strategy's total holdings account for more than 4% of the 21 million bitcoin supply cap — worth around $52.3 billion.
Strategy remains the largest public corporate Bitcoin holder, yet the market is now watching mNAV and funding conditions more closely.
Cathie Wood's ARK Invest bought roughly $77 million of crypto stocks in June, adding $44 million of Coinbase (COIN), $25.25 million of Circle (CRCL), and $8.2 million of Bullish (BLSH) during Bitcoin's worst month in four years, according to ARK's daily trade disclosures. The purchases extend a thesis both Wood and other funds have held […]
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Michael Saylor’s Strategy has calmed the immediate panic around its preferred-stock complex, but the company’s latest overhaul points to a more complicated phase for one of Bitcoin’s most visible corporate buyers. Strategy, formerly known as MicroStrategy, announced a new capital-management framework this week after STRC, its flagship preferred stock, fell to a low of $71.25 […]
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Strategy introduced "avoidable two-way risk" into crypto markets with its recent bitcoin sale policy, according to JPMorgan analysts.
Bitwise CIO Matt Hougan says Strategy's STRC selloff reflects the kind of "end-of-cycle" deleveraging that precedes a bitcoin market bottom.
FBI Director Kash Patel disclosed a six-figure Strategy stock purchase months after execution in a delayed federal ethics filing.
Bitcoin is entering the second half of the year with its support system, which powered its last rally, under pressure. Data from CryptoSlate shows that the largest digital asset has fallen about 33% this year and more than 50% from its October record high above $126,000, trading near its weakest level since September 2024 at […]
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MicroStrategy’s New Bitcoin Sale Authorization Puts Altcoin Traders On Edge: what the validated data shows, why it matters for crypto markets, and the.
Brad Garlinghouse Takes Aim At Strategy’s Debt-Fueled Bitcoin Play: what the validated data shows, why it matters for crypto markets, and the caveat traders.
TD Cowen cut its Strategy price target to $260 from $400 on a lower bitcoin forecast, while calling its new capital framework "constructive."
Benchmark reiterated its Buy rating and $570 target on Strategy, citing its new active two-way capital management framework.
Strategy (formerly MicroStrategy) shares rose Monday after the Bitcoin holder moved to reassure investors that it can meet its preferred stock obligations, authorizing up to $2 billion in buybacks and opening the door to Bitcoin sales that could fund dividends, interest payments, and repurchases. The company, led by Executive Chairman Michael Saylor, announced a new […]
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Strategy outlined a new capital framework as bitcoin steadied after last week's sharp MSTR and STRC selloff.
Strategy approved a digital credit capital framework that could allow up to $1.25 billion in Bitcoin sales for active capital management.
On June 22, Strategy sold $335.5 million of its own common stock, set aside roughly $300 million of it in cash to bring its reserve up to $1.4 billion, and bought a total of 520 Bitcoin with what was left. So the company that wrote the entire corporate Bitcoin playbook spent the bulk of a […]
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Strategy's total holdings remain at 847,363 BTC and account for more than 4% of the 21 million bitcoin supply cap — worth around $51 billion.
Its 7,696 BTC reserve now has to remain legible through a drawdown, wallet scrutiny, and program conditions.
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Grayscale Analyst Outlines Strategy Balance Sheet Pressure Around Bitcoin Holdings: key Strategy Bitcoin holdings context, verified claims, market impact,