Analysis
Michael Saylor’s $13,400 Bitcoin floor exposes the exact order of losses inside Strategy’s debt stack
The filed ratio moves with cash and claims, while MSTR dilution and legal priority shape real losses.
Liam 'Akiba' Wright 3 min read
Strategy News
Follow Strategy news, including Bitcoin treasury moves, corporate buying activity, earnings, and updates tied to its BTC-focused strategy.
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Digital Asset Treasuries
Bitcoin hit $80,000 but failed to restore BTC treasury premiums at Strategy, Twenty One Capital, or Metaplanet
Strategy, Twenty One Capital and Metaplanet still face a funding bind as common-equity discounts collide with debt, pledged coins and dilution.
Digital Asset Treasuries
Strategy’s MSTR quietly outperforms Bitcoin’s $80,000 rally as STRC closes in on $100
Strategy’s common stock surged 37% while its flagship preferred security recovered 35%, even as management sold $2 billion of new MSTR shares.
Latest Strategy News & Analysis
Featured
MSTR holders just funded a $1.59 billion cash pile that may never become Bitcoin
Strategy's $1.59 billion discretionary pool can fund Bitcoin, buybacks, debt or reserve growth, leaving MSTR holders financing the choice.
Digital Asset Treasuries
Saylor sat out Bitcoin’s 20% rally while Tom Lee bought Ethereum after a 30% surge
The two largest corporate crypto treasuries took opposite paths after a breakout week, with Strategy building cash while BitMine added another 32,447 ETH.
Digital Asset Treasuries
Wall Street piled $1.2 billion into MSTR in Q2 before Strategy turned its Bitcoin flywheel toward rescuing STRC
Goldman, Capital International and BlackRock-related firms increased exposure before Strategy redirected capital away from Bitcoin accumulation.
Digital Asset Treasuries
Strategy raised $334 million from MSTR shareholders last week — Bitcoin got none of it
Strategy has gone nearly two months without adding Bitcoin as the STRC preferred-stock support absorbs capital.
Digital Asset Treasuries
Strategy tells MSCI ‘Bitcoin doesn’t need you’ as $2.8 billion index risk hangs over MSTR
The Bitcoin giant is fighting a new MSCI framework that could remove it from major indexes after an earlier crypto-specific effort failed.
DeFi
Strategy sold $100M to defend STRC’s $100 stock price as DeFi packages the risk into a 7% ‘safer’ trade
Solstice is packaging Strategy’s STRC Bitcoin-related yield into a Solana-native product targeting 20%+ returns with first-loss exposure.
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Digital Asset Treasuries
Strategy’s $4.6 billion cash buffer gives it almost 3 years before Bitcoin sales create real stress
Digital Asset Treasuries
Strategy has $785 million left to close STRC’s final $5 gap after selling $213 million in Bitcoin
Digital Asset Treasuries
Michael Saylor reveals how ChatGPT helped Strategy unlock $15 billion for its Bitcoin machine
Digital Asset Treasuries
