Strategy Inc has not disclosed a Bitcoin purchase since acquiring 520 BTC for the week of June 15 to June 21.
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Bitcoin's recent rebound has provided some relief, but Bitcoin treasury companies still have serious red flags.

Strategy Inc. (NasdaqGS:MSTR) again faces the possibility of removal from MSCI global equity indexes under rules that target companies focused mainly on asset accumulation. The renewed index risk raises fresh questions about demand for Strategy shares from index-tracking funds and the resilience of its Bitcoin treasury model. At the same time, a major loss in value across Bitcoin treasury companies highlights broader concerns about the sustainability of this approach to holding crypto on...

Strategy stock has delivered a very large 3 year gain, while the broader valuation checks still lean toward the shares not being a clear bargain. Recent crypto related news and sharp shorter term moves put the focus back on how much risk is already reflected in the current price. Strategy is up 284.3% over 3 years, which puts recent short term swings in the context of a very strong multi year run that long term holders will already be carrying. Management’s push to expand Bitcoin exposure...

Thursday’s options volume rebounded to 60.53 million contracts. Three budget-friendly call options under $100 per contract—Bank of America, Chewy, and Sony—offer asymmetric risk-reward setups to capitalize on unusual options activity without a complicated strategy.

The brokerage will expand Schwab Crypto trading to Solana, Avalanche, and Chainlink, but has not given a launch date for the three tokens.

Bitcoin is holding steady near a key level while the miners that produce it are cratering, and that split tells investors something important about where the smart money is actually flowing this cycle.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
Today’s Bitcoin price prediction has BTC trading at $79,500, up around +1.1% over the past 24 hours, as the coin’s late-August grind between $78,000 and $81,000 stretches into another week. That sideways chop is the entire story right now, and according to BitMEX co-founder Arthur Hayes, it’s not just a ...

Peter Schiff renews his MSTR death spiral warning as Michael Saylor answers with a bullish AI video and stock near $137.

With 840,447 Bitcoin on its balance sheet, Strategy is the world’s largest BTC treasury company.

Strategy Inc (NASDAQ:MSTR) rallied along with Bitcoin. The cryptocurrency rally followed a White House meeting with industry executives, while the Treasury Department’s expanded bond-buyback plans lowered long-term yields and weakened the dollar. However, Strategy Inc (NASDAQ:MSTR) is not a simple leveraged Bitcoin fund. The company held 843,775 Bitcoin on July 26, sold 1,638 Bitcoin during […]

Bitcoin surged over 20% last month, yet Coinbase captured only a fraction of that move while a rival name tripled its gain. Understanding the structural reason behind that gap changes the entire calculus on whether the exchange is a bargain or a trap right now.
Solana outperformed Bitcoin and led the rally in major altcoins on Thursday afternoon.

MicroStrategy stock rallies 12% as Strategy's cash nearly matches its $6.75 billion debt, easing forced Bitcoin sale fears.

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

Is Bitcoin's massive growth story still just getting started?

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

Bitcoin's 3% bounce is hitting Strategy stock and MARA very differently today, and the gap between their moves reveals a structural divide in how the crypto-equity trade actually works when prices recover fast.

According to the average brokerage recommendation (ABR), one should invest in Strategy (MSTR). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
More than $80bn has been wiped off the value of bitcoin treasury companies since the middle of last year, after the crypto-buying craze that...
More than $80bn has been wiped off the value of bitcoin treasury companies since the middle of last year, after the crypto-buying craze that...

Strategy Inc. (NASDAQ:MSTR) has tied much of its balance-sheet strategy to Bitcoin. But the company’s latest move adds something less volatile to that equation: approximately $1.6 billion in cash. The company has established a liquidity pool “USD Cash” that can be used for Bitcoin purchases, share repurchases, and other treasury activities. It is separate from […]

Strategy (MSTR) reported that its $6.69 billion in dollar liquidity nearly matches its outstanding convertible debt obligations. Scott Melker explains how Executive Chairman Michael Saylor appears to be shifting focus toward stockpiling cash to pay off old debt.
