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.
Cantor 表示，Strategy 的复苏取决于将 STRC 恢复至面值
该银行表示，将 Strategy 的优先股恢复至 100 美元 是重启 Strategy 资本引擎的关键，预计管理层将采取持续行动，以支持优先股和普通股股东。
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 表示 STRC 抛售预示加密周期接近底部，而非 Strategy 的破裂点
Bitwise 表示，STRC 的波动性反映了周期末期的杠杆解除，机构准备取代 Strategy 成为比特币的最大买家。
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.
