MicroStrategy

‘Days to Cover mNAV,’ Emerges as the New Standard for Evaluating Bitcoin Equities
‘Days to Cover mNAV,’ Emerges as the New Standard for Evaluating Bitcoin Equities

As bitcoin (BTC) continues to mature as an institutional asset, a growing number of public companies are integrating BTC into their treasuries, sparking renewed investor interest in so-called leverage...

Last updated 3 mins ago

Standard Chartered: Sovereigns Quietly Load Up on Bitcoin, $500K Target in Sight
Standard Chartered: Sovereigns Quietly Load Up on Bitcoin, $500K Target in Sight

Sovereign and government-affiliated entities ramped up their indirect exposure to Bitcoin in Q1 2025 by increasing their stakes in MicroStrategy (MSTR), according to a new report from Standard Charter...

Last updated 3 mins ago

Strategy’s STRK Hits Record Proceeds, Has Outperformed Bitcoin, S&P 500 Since Debut
Strategy’s STRK Hits Record Proceeds, Has Outperformed Bitcoin, S&P 500 Since Debut

Disclaimer: The analyst who wrote this report owns shares of Strategy (MSTR).

Last updated 3 mins ago

Saudi Arabia’s Subtle Bitcoin Bet Is Hiding in Plain Sight
Saudi Arabia’s Subtle Bitcoin Bet Is Hiding in Plain Sight

In a development that could reshape perceptions of institutional crypto adoption, the Saudi Central Bank has revealed its ownership of shares in MicroStrategy, the U.S. firm renowned for holding more ...

Last updated 3 mins ago

Strategy Expands Bitcoin Holdings With Latest Multi-Million Dollar Purchase
Strategy Expands Bitcoin Holdings With Latest Multi-Million Dollar Purchase

Disclaimer: The analyst who wrote this piece owns shares of Strategy (MSTR)

Last updated 3 mins ago

Michael Saylor’s Strategy Adds 1,895 Bitcoin, Bringing Company Stack to 555,450 BTC
Michael Saylor’s Strategy Adds 1,895 Bitcoin, Bringing Company Stack to 555,450 BTC

Led by Executive Chairman Michael Saylor, Strategy (MSTR) added modestly to its bitcoin holdings last week.

Last updated 3 mins ago

Reflections on Those MSTR Bitcoin ‘Earnings’
Reflections on Those MSTR Bitcoin ‘Earnings’

MSTR earnings came out May 1. My morning media stops last Thursday (here and here) asked for a preview. We don't talk about stocks, so I planned to zoom out and hit themes. While preparing, I had to s...

Last updated 3 mins ago

Strategy Adds Additional $1.42B of Bitcoin With Latest Purchase
Strategy Adds Additional $1.42B of Bitcoin With Latest Purchase

Disclaimer: The analyst who wrote this piece owns shares of Strategy (MSTR)

Last updated 3 mins ago

Strategy Stock Could Climb as New Rival Twenty One Validates Its Bitcoin Strategy
Strategy Stock Could Climb as New Rival Twenty One Validates Its Bitcoin Strategy

Michael Saylor's bitcoin buying strategy had both believers and skeptics. But a new rival just emerged, already holding nearly $4 billion BTC on its balance sheet—and it's a bullish sign, according ...

Last updated 3 mins ago

Strategy Stock Saw $180M in Failed Trades in March, Possible Short Squeeze Indicator
Strategy Stock Saw $180M in Failed Trades in March, Possible Short Squeeze Indicator

Disclaimer: The analyst who wrote this piece owns shares of Strategy (MSTR)

Last updated 3 mins ago