MicroStrategy
MARA Trades at a Premium Factoring in Its Debt, Not a Discount: VanEck’s Sigel
VanEck’s Matthew Sigel argues MARA’s valuation looks expensive when adjusted for its leverage and capital structure.
STRF Emerges as Strategy’s Standout Credit Instrument After Nine Months of Trading
The company's senior preferred stock has rebounded 20% from November lows, with investors apparently favoring that over the more junior issues.
Asia Morning Briefing: Polymarket Bettors Still Expect Big Strategy Buys Even as Saylor Prepares for a Weak Market
CryptoQuant’s latest report shows the company preparing for weaker conditions with smaller buys and a growing USD buffer, yet traders continue to price in a playbook built on reflexive accumulation.
Strategy Battles for Par on STRC, Lifting Dividend to 10.75%
The company lifted STRC’s payout after the preferred stock again slipped below its $100 par value.
Why The Market Crashed On October 10, And Why It’s Struggling to Bounce
MSCI’s proposed reclassification and potential index exclusion of Digital Asset Treasury (DAT) companies now looms over the market as a major structural overhang, says Dr. Avtar Sehra, founder and CEO of STBL. This helps explain the lack of a sustained recovery in crypto prices since the October 10th crash.
Strategy Gains Nearly 20% From Monday Low as Bear Gloating Suggests at Least Temporary Bottom
There comes a point when long-standing detractors become so vocal, their tone shifting from criticism to arrogance, that it often reflects conditions that are consistent with a bottom.
Michael Saylor Sunday Change-Up Suggests New Announcement Coming Monday
The executive chairman of bitcoin treasury firm Strategy teased a switch from orange dots to green dots in what's become his routine cheeky Sunday X post.
Crypto Bottoming Signs? FT Drops Trifecta of Bitcoin Gloom on Wednesday
As British taxes have been hiked once again, the U.K.-based publication took a victory lap on bitcoin's recent struggles.
The Coming Bitcoin Treasury Bubble
Today’s uncertain macroeconomic climate has created an environment where corporate leaders are desperate to look innovative – Bitcoin treasuries give them a way to do that, without fixing their broken business models, says Tony Yazbeck, co-founder of The Bitcoin Way.
Strategy Might Have Paused Bitcoin Accumulation Last Week
The company's stock valuation sits near cycle lows as index exclusion chatter grows.
