Strategy
Has the DAT Bubble Already Burst? CoinShares Says In Many Ways, Yes.
Digital-asset treasury plays that once traded at big premiums have fallen back toward net asset value.
Strategy Stock Still a Buy at Cantor After Plunge Forces Major Price Target Cut
Lower adjusted net asset value multiple means Strategy can no longer issue equity at a premium, threatening its long-term plan to accumulate more bitcoin, analyst Brett Knoblauch wrote.
JPMorgan Maintains Bitcoin's Gold-Linked Target at $170K Despite Recent Drop
The bank’s volatility-adjusted bitcoin-to-gold model still points to a theoretical price around $170K over the next six to twelve months.
Strategy Faces Possible MSCI Index Removal, Threatening Billions in Outflows: Reuters
A removal could lead to outflows of up to $8.8 billion if other index providers follow suit because the stock is part of many passive investment products.
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%.
Seller Exhaustion or a Bottom? Strategy Gains 11% From Session's Worst Levels
Peter Schiff took a victory lap after the company Monday morning announced it had raised $1.44 billion via common stock sales as a reserve to pay preferred dividends for nearly two years.
Strategy Still the Premier Bitcoin Proxy, Benchmark Says, Rejecting ‘Doom’ Narrative
The broker said fears over Strategy’s solvency are misplaced and the stock remains the strongest asymmetric bet on bitcoin.
Strategy Establishes $1.44B Cash Reserve, Slashes 2025 Profit, BTC Yield Targets
Led by Executive Chairman Michael Saylor, the company also added to its bitcoin holdings last week, bringing its total stack to 650,000 BTC.
Strategy CEO: Equity and Debt Flexibility Power Long-Term Bitcoin Accumulation Plan
Phong Le says Strategy has no near-term debt maturity risk and plans to continue using convertibles and equity to grow its bitcoin position over time.
Is Strategy Stock the Preferred Hedge Against Crypto Losses? Tom Lee Thinks So
Strategy’s 650,000 BTC holdings make it a ‘pressure valve’ for the broader market, said the Bitmine Immersion chairman.
