MicroStrategy
Strategy Raising Another $21B to Buy Bitcoin, Posts Large Q1 Loss on BTC Price Decline
The company boosted its BTC Yield target to 25% from 15% and its BTC $ Gain Target to $15 billion from $10 billion.

Strategy Adds Additional $1.42B of Bitcoin With Latest Purchase
The company stack is worth more than $52 billion at bitcoin's current price of $95,000.

Strategy Stock Could Climb as New Rival Twenty One Validates Its Bitcoin Strategy
TD Cowen says launch of Twenty One could shift institutional sentiment and validate MSTR’s long-term bitcoin strategy.

Strategy Stock Saw $180M in Failed Trades in March, Possible Short Squeeze Indicator
High failed-to-deliver volume and high short interest suggest pressure is building beneath MSTR.

Strategy’s Bitcoin Buying Spree Has Minimal Impact on Prices, TD Cowen Says
TD Cowen analysts evaluated the Strategy’s treasury activity against bitcoin trading volume and price action over the past six months.

Janover Takes Page From Saylor Playbook, Doubling SOL Stack to $20M as Stock Soars 1700%
Former Kraken executives led by Joseph Onorati took over the real estate-focused fintech company aiming to become the first U.S.-listed firm with treasury strategy centered on Solana.

MSTR vs. MSTY: Growth or Income? A 12-Month Showdown
MSTY’s portfolio consists primarily of U.S. Treasury bills, cash, and short-term call options on MSTR, allowing it to synthetically replicate exposure without directly owning the stock.

Strategy Scoops Up 3,459 More BTC, Now Holds 531,644 BTC
Company boosts total holdings to 531,644 BTC following latest $285 million purchase.

Strategy Treads Water on BTC Bet, While Metaplanet, Semler Reel from Heavy Losses
Strategy’s cushion is narrowing, with an average bitcoin cost basis of $67,458.

Risk to Bitcoin Buying Plans Makes Strategy a Sell, Says Wall Street Analyst
Michael Saylor's perpetual capital raising machine could be nearing its limit, according to Monness, Crespi, Hardt & Co.
