microstrategy

Strategy just opened the door to tactical Bitcoin sales in a major treasury pivot. Executives signaled they will consider selling BTC to optimize capital allocation, fund dividends, and boost Bitcoin per share, while remaining a net accumulator long-term.

Strategy's STRC ATM has produced $2.7 billion in volume across just two trading sessions this week, more than all of last week combined.

Strategy's STRC ATM just printed $1B in single-day volume — 100% above par. Back-to-back billion-dollar weeks confirmed. The Bitcoin machine is accelerating.

TD Securities has established Public Bitcoin Treasury Companies (PBTCs) as a distinct investable equity category, defining formal institutional standards.

Strategy acquired another 22,337 bitcoin for about $1.57 billion last week.

I went to Strategy World last week. On the Bitcoin side, this conference might as well have been called “Stretch World.” STRC (Strategy Variable...

Index giant MSCI announces its decision January 15 on excluding companies with over 50% digital assets, including Bitcoin holders MicroStrategy and Metaplanet, potentially triggering $10-15B in forced sales and reshaping corporate Bitcoin strategies.

Strategy announced a $1.44 billion cash reserve to cover dividends and updated its 2025 earnings forecast after Bitcoin’s price dropped sharply. The company also bought 130 more bitcoin.

MSCI’s move to exclude Bitcoin treasury companies is shortsighted, unnecessary, and undermines the neutrality investors expect in global benchmarks.

Strategy faces the risk of being removed from major equity indices, with JPMorgan warning that MSCI’s January 15 decision could trigger up to $2.8B–$8.8B in passive outflows and deal a major blow to Saylor’s bitcoin-leveraged strategy.