Strategy News

Explore crypto strategy insights, investment trends, institutional adoption, regulatory positioning, market analysis, and long-term outlooks.

Bitcoin and Ethereum symbols stacked with “Strategy” and “BitMine” logos over a city skyline, illustrating the largest crypto DATs continuing to buy BTC and ETH.

Digital Asset Treasuries

The “infinite money glitch” fueling Strategy and BitMine has evaporated, forcing a desperate pivot to survive

The arbitrage trade allowing firms to print equity for crypto is dead, leaving their $60 billion hoard structurally exposed.

2 weeks ago

A giant Bitcoin coin tied to a rope drags a floating US $100 bill through rising waters in front of a stormy city skyline, symbolizing what Bitcoin treasury firms need to regain their premiums.

Market

Bitcoin treasury stocks are becoming “distressed assets” as a $107,000 cost basis traps late entrants underwater

Bitcoin treasury companies need a blend of price stability, strategic governance, and revived leverage demand.

3 weeks ago

A dynamic crypto-themed chess scene showing a Bitcoin coin and Tether token positioned as strategic pieces against a large wooden knight, symbolizing competition in the Bitcoin lending market.

Digital Asset Treasuries

How Strategy’s Bitcoin lending plan inadvertently helps hedge fund shorts

Copying Tether's shift to credit markets exposes a cash flow crisis that threatens its 650,000 BTC stockpile.

3 weeks ago

Bitcoin coin on cracked ground with dollar bills flying in a storm outside a building labeled “Strategy,” symbolizing MicroStrategy’s contingency plan to sell Bitcoin while establishing a $1.4B cash reserve.

TradFi

Strategy new ‘last resort’ to sell Bitcoin could trigger on 15% dip – sets $1.4B cash reserve contingency

Strategy outlines stringent 1x mNAV criteria for Bitcoin sales amid market-value challenges and dividend demands.

3 weeks ago

A cinematic sunset scene shows a highway sign for the S&P 500 beside a fallen “Strategy₿” sign with a Bitcoin symbol, symbolizing diverging paths between traditional markets and crypto strategies.

Market

Why Wall Street is blocking Strategy’s S&P 500 entry — even with its $56B Bitcoin empire

The strategy that transformed MicroStrategy into a corporate Bitcoin giant appears to be hindering its S&P 500 aspirations as market skepticism fuels stock volatility.

4 weeks ago

Crypto

Custody shuffle continues as 87,464 more Bitcoin leaves institution-tagged wallets in 24 hours

Data flagged by Timechainindex shows large transfers from ETF and custodian addresses, likely re-custody rather than sell pressure.

1 month ago

TradFi

Why did Wall Street just dump $5.4 billion in Strategy MSTR stock?

MicroStrategy’s role as Bitcoin proxy is fading as Wall Street shifts to a more direct exposure.

1 month ago

Analysis

Will MicroStrategy survive reclassification as a Bitcoin investment vehicle?

MSCI's potential reclassification of MicroStrategy as an investment vehicle could force massive passive fund sell-offs.

1 month ago

fear gauge with its needle buried in the red zone beside gleaming Bitcoin, Ethereum, XRP and Solana coins on a reflective stone plaza, all catching vivid orange sunset and teal storm-cloud light above a hazy futuristic skyline.

Crypto

Bitcoin sentiment has hit rock bottom – as bad as COVID and FTX crashes

At these levels, the question stops being "how scared are people?" and becomes "does extreme fear actually predict anything?"

1 month ago

Crypto

Buy high, sell never: Saylor keeps buying Bitcoin at local tops despite mounting risk

Despite criticism for "buying the top," Strategy’s BTC plays aim for entrenched stability in an evolving market.

1 month ago

A focused James Chanos studies a cracking steel bear glowing with warm light beside bold Bitcoin and MicroStrategy logos against bright teal-and-coral market screens.

Market

Bitcoin treasury bear market ‘gradually’ ending as renowned short seller closes MSTR/BTC position

Bitcoin treasury companies see renewed optimism as renowned short seller James Chanos closes his high-profile MSTR/BTC short after 11 months.

2 months ago

Hyper-realistic low-angle 16:9 outdoor scene of a chained Bitcoin inside a glass cube on a city plaza with a giant Metaplanet billboard showing a glowing candlestick chart against the skyline.

Digital Asset Treasuries

$500M BTC credit: Is Metaplanet proving crypto treasuries are momentum trades?

Bitcoin-backed buybacks don't de-risk a treasury stock, they turn it into a levered, flow-driven bet on Bitcoin and premium cycles that can supercharge rallies and magnify the fade.

2 months ago

The Bitcoin “hard asset” narrative is breaking as silver hits parabolic peaks without taking crypto along for the ride

Ethereum is vanishing from exchanges, and the massive wallets absorbing it prove you aren’t the target audience anymore

XRP ETFs are booming, but a quiet $15 billion payment layer matters more than the price

Something broke for crypto in October, data shows how the market changed

These two financial giants just set Ethereum’s on-chain schedule, but Wall Street relies on a controversial “undo” button

Charles Hoskinson argues the TRUMP token cost crypto a 70-vote Senate win and sparked the Bitcoin-only crisis

Aave insiders warn a “hostile” holiday vote could destroy the protocol’s dominance as prices crash

Solana ends Saga phone support, exposing owners to a critical wallet risk you can’t ignore

Google is secretly bankrolling a $5 billion Bitcoin pivot using a shadow credit mechanism

Strategy News

The “infinite money glitch” fueling Strategy and BitMine has evaporated, forcing a desperate pivot to survive

Bitcoin treasury stocks are becoming “distressed assets” as a $107,000 cost basis traps late entrants underwater

How Strategy’s Bitcoin lending plan inadvertently helps hedge fund shorts

Strategy new ‘last resort’ to sell Bitcoin could trigger on 15% dip – sets $1.4B cash reserve contingency

Why Wall Street is blocking Strategy’s S&P 500 entry — even with its $56B Bitcoin empire

Custody shuffle continues as 87,464 more Bitcoin leaves institution-tagged wallets in 24 hours

Why did Wall Street just dump $5.4 billion in Strategy MSTR stock?

Will MicroStrategy survive reclassification as a Bitcoin investment vehicle?

Bitcoin sentiment has hit rock bottom – as bad as COVID and FTX crashes

Buy high, sell never: Saylor keeps buying Bitcoin at local tops despite mounting risk

Bitcoin treasury bear market ‘gradually’ ending as renowned short seller closes MSTR/BTC position

$500M BTC credit: Is Metaplanet proving crypto treasuries are momentum trades?

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Bitcoin treasury stocks are becoming “distressed assets” as a $107,000 cost basis traps late entrants underwater

The “infinite money glitch” fueling Strategy and BitMine has evaporated, forcing a desperate pivot to survive

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Strategy News

The “infinite money glitch” fueling Strategy and BitMine has evaporated, forcing a desperate pivot to survive

Bitcoin treasury stocks are becoming “distressed assets” as a $107,000 cost basis traps late entrants underwater

How Strategy’s Bitcoin lending plan inadvertently helps hedge fund shorts

Strategy new ‘last resort’ to sell Bitcoin could trigger on 15% dip – sets $1.4B cash reserve contingency