MSTR
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 Trading Explodes to Highest in a Year as Shares Fall on Dollar Reserve, Profit Forecast
Trading volume in Strategy shares surged to 42.9 million, the most since last December, as the price fell 3.25%.

Arca CIO Jeff Dorman Rejects Claims Saylor’s Strategy (MSTR) Faces Forced Bitcoin-Sale Risk
Dorman says fears that Strategy will be forced to sell bitcoin are misplaced, citing the firm’s balance sheet, governance and cash flow.

Robinhood Lists Strategy’s Preferred Stocks Including STRC — and Why This Matters for Bitcoin
Robinhood’s listing of Strategy’s preferred stocks could fund more bitcoin buys without tapping new MSTR stock issuance, a move that may boost BTC demand.

Michael Saylor's Strategy Buys Another 1,955 BTC for $217M
MicroStrategy expanded its bitcoin holdings with a $217 million purchase, amid recent investor pushback as the stock slides and its valuation relative to bitcoin weakens.

Asia Morning Briefing: BTC Treasury Demand Is Weakening, CryptoQuant Cautions
Despite record bitcoin treasury holdings, the sharp drop in average purchase size shows weakening institutional appetite, even as Taiwan's Sora Ventures prepares a $1 billion BTC Treasury fund.

Michael Saylor’s Strategy Snubbed by S&P 500 Amid Robinhood's Surprise Inclusion
Robinhood was unexpectedly added to the S&P 500, boosting its stock by 7% after the market closed.

Asia Morning Briefing: ‘Just Buy a Bitcoin ETF’ — BTC Treasury Model Faces Reality Check
Crypto money managers warned that without a billion-dollar balance sheet or a clear framework for risk, most Bitcoin treasuries will struggle to stand out.

Leveraged Bearish Strategy ETF Surges 19%, Signals Dour Outlook for MSTR and Bitcoin
The ETF, which bets against MSTR, has seen a net inflow of $16.3 million in the past six months, while its bullish counterpart has experienced significant outflows.

Leveraged Bearish Strategy ETF Pulls in Millions at Record Lows
The bargain hunting at record lows accompanies outflows from its 2x bullish counterpart, MSTX.
