MSTR's 10.8% Cost vs 4.5% Yield: The Structural Inversion CLARITY Can't Fix
MicroStrategy just posted an $8.22 billion net loss. The market barely blinke...
microstrategy related articles
MicroStrategy just posted an $8.22 billion net loss. The market barely blinke...
Five weeks of silence. For a company that once measured its heartbeat in week...
Most people think Bitcoin's biggest risk is external regulation or a competit...
The Dune dashboard hasn't updated with a new inflow for 31 days....
A Nasdaq-listed insurance tech firm named Zhibao wants to buy Bitcoin. The...
Alpha found in the noise. Michael Saylor just gave the market a new number to...
The ledger of corporate Bitcoin accumulation has a new entry, but it is blank...
Block 18,402,112 just confirmed the transfer. Strategy’s wallet didn’t move a...
For three consecutive weeks, the world's largest corporate Bitcoin holder has...
We didn't see a single satoshi move from Strategy last week. No 8-K announcin...
Consider the moment when the market tells you that a 12% annual dividend is...
The chart does not lie, but it does not tell the truth either. Last week, a...
Silence is the loudest warning before a storm. On July 18th, Michael Saylor,...
Last week, an early Uber investor—a man who bet on a platform that turned...
A single entity now holds roughly 1% of the total Bitcoin supply. That entity...
We assumed the enterprise Bitcoin play was a fortress of conviction — a signa...
Hook JPMorgan sees a positive signal. MicroStrategy added cash reserves, and...
The headline is almost too clean for this market. A Nordic bank, Swedbank,...
The debt is the only truth. The commitment is just a string in a log file....
Hook It was 3:47 AM in Rome when my screen flashed red. A trader friend sent ...
Bitcoin is down 49% from its all-time high. The 10-year US Treasury yield is...
Hook Block 876,323 just confirmed it. Strategy’s market value-to-net asset...
Fear
Market Sentiment
Team and early investor shares released
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
92 million ARB released
Improves data availability sampling efficiency
Block reward halving event
Block reward reduced to 3.125 BTC
Bitcoin Season