Bitcoin Treasury Reserve Asset
Michael Saylor's Strategy Drops $18B in Value, but a Rebound May Be Near: 10X Research
The company is expected to report another quarterly profit on Thursday, possibly reviving expectations for S&P 500 inclusion, 10x Research's Markus Thielen argued.
Strategy Gets Buy Rating From Citi on Bullish Bitcoin Outlook
The Wall Street bank initiated coverage of Strategy with a buy/high risk rating and a $485 price target.
Michael Saylor's Strategy the Architect of New Bitcoin-Backed Fixed Income Market: Benchmark
The company's bitcoin-linked perpetual preferred shares give it a lasting capital edge, analyst Mark Palmer said.
Bakkt Shares Still Look Cheap After 170% Rally: Benchmark
The firm has opportunities in three areas: crypto infrastructure, stablecoin payments and its bitcoin treasury strategy.
NYDIG Calls for Bitcoin Treasury Companies to Drop 'Misleading' mNAV Metric
NYDIG argued that mNAV fails to account for operating businesses and uses assumed shares outstanding, which can be inaccurate.
Corporate Clients Hold Up to 15% of Assets on Mercado Bitcoin, Exchange Exec Says
These companies are not actively trading, but rather holding onto their bitcoin and stablecoins like USDT and USDC for conservative, cash-management purposes.
Semler Scientific Still Has Nearly 170% Upside After Strive Buyout Deal: Benchmark
Semler (SMLR) rose to just $32.06 yesterday even as the implied acquisition value was above $86, an unusually wide arbitrage spread, said analyst Mark Palmer.
Bitcoin to Join Gold on Central Bank Reserve Balance Sheets by 2030: Deutsche Bank
As investors look for alternatives to traditional assets, bitcoin could evolve from a speculative bet into a legitimate pillar of the global financial system, the bank said.
Metaplanet Sets Up U.S., Japan Subsidiaries, Buys Bitcoin.jp Domain Name
The company also plans to raise 204.1 billion yen ($1.4 billion) in an international share sale to increase its bitcoin holdings.
