マイクロストラテジー
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.
数億ドル相当のビットコインを売却する戦略が、その資本配分戦略に疑問を投げかける
まずは微量のビットコイン売却、次に数千BTCの購入、そして本日、数千BTCの売却です。Strategy社で何が起きているのでしょうか？
Cantor氏は、Strategyの回復はSTRCを基準価額に回復させることにかかっていると述べています
ストラテジーの優先株式を再び100ドルに戻すことが、ストラテジーの資本エンジンを再始動させる鍵であると、同銀行は述べており、繰り返し行われる経営陣の施策が優先株主および普通株主の双方を支援すると予想されている。
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は、STRCの売りが暗号通貨サイクルの底打ちが近いことを示しており、Strategyの破綻点ではないと述べています
Bitwiseは、STRCのボラティリティは景気後退期のレバレッジ解消を反映しており、機関投資家が戦略に代わりビットコインの最大購入者となる態勢を整えていると述べています。
FBIディレクターのカッシュ・パテル氏、６桁のMSTR投資開示義務を怠る：報告
非政治的ニュース機関NOTUSの報告によると、パテルはBTC保有者であるMSTR株を大量に取得しましたが、適時の開示申請を行いませんでした。
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.
マイケル・セイラー、ストラテジー株が下落を続ける中でもさらなるビットコイン購入を示唆
暗号資産の強気派は、同社の500億ドルの資産を示すチャートを共有し、さらなるデータポイントが必要になるだろうと示唆することで、市場の懐疑的な見方を一蹴した。
大きすぎて潰せない：ストラテジーの130億ドルにのぼるビットコインの評価損失が、数百の著名なトークンを単独で凌駕
ストラテジーの含み損失額は数百のトークンの時価総額を超え、現在の暗号市場におけるリスクの極度な集中を浮き彫りにしています。
