Follow Strategy news, including Bitcoin treasury moves, corporate buying activity, earnings, and updates tied to its BTC-focused strategy.
With its Bitcoin-backed preferred stock, Strategy attracts income tourists, including high-profile institutional investors like BlackRock.
Oluwapelumi Adejumo 6 min read 
With MSCI freeze blocking automatic buys, Strategy must pivot to active investors for new funding, challenging its Bitcoin acquisition model.
The arbitrage trade allowing firms to print equity for crypto is dead, leaving their $60 billion hoard structurally exposed.
Bitcoin treasury companies need a blend of price stability, strategic governance, and revived leverage demand.
Copying Tether's shift to credit markets exposes a cash flow crisis that threatens its 650,000 BTC stockpile.
Strategy outlines stringent 1x mNAV criteria for Bitcoin sales amid market-value challenges and dividend demands.
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.
Data flagged by Timechainindex shows large transfers from ETF and custodian addresses, likely re-custody rather than sell pressure.
MicroStrategy’s role as Bitcoin proxy is fading as Wall Street shifts to a more direct exposure.
