MicroStrategy
Is the Saylor playbook cracking? Bitcoin's biggest buyer just became a seller
On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by Two Prime Founder and CEO Alex Blume to discuss Bitcoin's range-bound price action, Strategy's accelerating Bitcoin sell-off, and why he's skeptical of the stablecoin consortium behind OpenUSD that knocked Circle lower. In a taped interview from the NYSE floor, Securitize CEO Carlos Domingo breaks down the company's NYSE debut under the ticker SECZ via a SPAC deal, its more than $400 million raise, and its move to tokenize its own common stock on the Solana and Avalanche blockchains. Plus, Lumida CEO Ram Ahluwalia makes sense of the macro picture — from MicroStrategy's shift from Bitcoin's marginal buyer to marginal seller and the bull case for Hyperliquid, to why he sees non-farm payrolls as "noise" under new Fed Chair Kevin Warsh. - Learn more at https://www.bullish.com/. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/. - To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.
Strategi penjualan bitcoin senilai ratusan juta menimbulkan pertanyaan tentang buku panduan alokasi modalnya
Pertama, itu adalah penjualan bitcoin dalam jumlah kecil; kemudian, pembelian beberapa ribu BTC; dan akhirnya, hari ini, pelepasan ribuan BTC. Apa yang sedang terjadi di Strategy?
Cantor mengatakan pemulihan Strategi bergantung pada pemulihan STRC ke nilai nominal
Mengembalikan saham preferen Strategy ke harga $100 adalah kunci untuk memulai kembali mesin modal Strategy, kata bank tersebut, dengan tindakan manajemen yang berulang diharapkan dapat mendukung baik pemegang saham preferen maupun saham biasa.
Why Markus Thielen says Bitcoin's pain isn't over yet
On today's Markets Outlook, 10x Research Founder and CEO Markus Thielen tells CoinDesk's Jennifer Sanasie why he sees Bitcoin dropping even more before recovery, with $7B in ETF outflows since mid-May and MicroStrategy stepping back as the last real buyer. Plus, why he stays bearish on Ethereum, why he's calling Hyperliquid overvalued, and why nothing turns around until the Fed goes dovish.
Bitwise mengatakan penjualan STRC menandakan siklus kripto mendekati titik terendah, bukan titik patahnya Strategy
Bitwise mengatakan volatilitas STRC mencerminkan pelepasan leverage pada tahap akhir siklus, dengan institusi yang siap menggantikan Strategy sebagai pembeli bitcoin terbesar.
Direktur FBI Kash Patel tertangkap lalai dalam pengungkapan wajib terkait investasi MSTR bernilai enam digit: Laporan
Patel mengakumulasi saham MSTR, pemegang BTC, namun gagal mengajukan pengungkapan tepat waktu, menurut laporan dari media nonpartisan NOTUS.
BTC ETFs bled $4B in worst month ever, Strategy's plan forward and an institutional super cycle for ETH?
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by CoinDesk Indices and Data to break down nearly $1.8 billion in weekly Bitcoin ETF outflows, Strategy's new capital plan, and whether the digital asset treasury narrative is back. SharpLink CEO Joseph Chalom joins to unpack the Ethereum Foundation's funding crisis, the launch of ETHlabs, and the company's $75 million raise, as he makes the case for an institutional supercycle in ETH. In this week's 10X, Kaizen founder Brian Jung breaks down his MicroStrategy short. Moody's Ratings Managing Director and Global Head of Digital Economy Fabian Astic explains how the firm is embedding credit ratings into tokenized securities on Solana and unveils the first-ever credit rating methodology for stablecoins. Plus, Midnight Foundation President Fahmi Syed details the partnership with Bank of England-regulated Monument Bank and why privacy is becoming the missing piece for institutional adoption.
Michael Saylor menggoda dengan rencana pembelian bitcoin lebih banyak meskipun saham Strategy terus mengalami penurunan
Sang bullish crypto mengabaikan skeptisisme pasar dengan membagikan grafik dari cadangan perusahaan senilai $50 miliar dan menggoda bahwa mereka akan membutuhkan lebih banyak titik data.
Terlalu besar untuk gagal: Kerugian kertas bitcoin Strategi sebesar $13 miliar sendiri melampaui ratusan token ternama
Kerugian tercatat Strategi melebihi kapitalisasi pasar ratusan token, menyoroti konsentrasi risiko yang sangat tinggi di pasar kripto saat ini.
Saham STRC yang menghasilkan hasil dari Strategy kini memiliki korelasi yang lebih tinggi dengan BTC dibandingkan sebelumnya
Menguatnya korelasi tersebut mengurangi daya tarik STRC sebagai instrumen pendapatan yang relatif lebih stabil.
