#microstrategy

Liquidity is a mood, not a metric. When the tide of macro volatility recedes,...

When Norges Bank Investment Management (NBIM) released its quarterly holdings...

The number 48 is being celebrated in all the wrong places. Strategy Inc., the...

Five weeks. Zero Bitcoin. A perpetual preferred stock trading at $88.10, a fu...

I didn't write this article to bash Strategy (formerly MicroStrategy). I wrot...

Hook A company buys back 618,000 shares of its own stock for $43,400. That’s...

MicroStrategy didn't buy Bitcoin last week. The headline reads like a quiet...

Liquidity was a mirage; stability was the trap. I've heard it before. Every...

Zhibao trades at $0.87. It wants to sell $220 million in new stock to buy...

Twenty One’s mNAV hit 0.3x last week. That means the market valued its 43,500...

Contrary to the narrative of institutional conviction, the liquidation of...

The math never lies. But the narrative around it often does. On a stage in...

Hook When a Bitcoin treasury company liquidates, the market shrugs. 668 BTC...

Hook $3.23 billion in cash. Zero new Bitcoin. Strategy (formerly MicroStrateg...

The numbers do not lie, they only whisper. This week, two data points from th...

The data shows a fracture. Raise $2.635 billion in one week via an...

The market is pricing MicroStrategy's STRC preferred stock at $85.27. A forme...

The MicroStrategy Bitcoin Bank Adoption Index dropped last week. The headline...

Most people believe Michael Saylor’s recent interview telegraphed bullish...

Hook On a quiet Wednesday afternoon in Denver, I watched the ticker. Strategy...

Speed reveals truth; patience reveals value. On July 16, BitMine – a publicly...

Over the past quarter, Strategy — formerly MicroStrategy — doubled its cash...

The chart says 8,000 active wallets in the Vancouver metro area. The news say...

We built the utopia of permissionless finance, then audited the ruins of...

Pump, dump, debug. Repeat. Strategy just sold 3,588 Bitcoin. For a company th...

MSTR trades at a 2.8x premium to its net asset value of bitcoin holdings. The...

In the quiet hours of a mid-July Berlin evening, I sat refreshing the SEC’s...

They buried the truth in the dividend schedule of 2024. Strategy (formerly...

On April 8, 2025, MicroStrategy (now officially rebranded as Strategy) added...

The sell order hit the books. 2,300 BTC. 9:47 AM EST. No warning. Michael...

When the biggest bull flinches, do we call it a strategy shift or a surrender...