Strategy purchased 10,624 bitcoin for about $963 million last week, lifting its total holdings to 660,624 BTC as shares edged higher alongside a modest rebound in bitcoin prices.
TD Cowen analysts warn that Strategy’s stock may stay under pressure as they expect MSCI to formally decide by mid-January to remove PBTCs like Strategy from all its indexes in February.
Michael Saylor took to X to dismiss concerns about MSCI-driven outflows, emphasizing that Strategy is an operating company with a $500 million software business and a $7.7 billion Bitcoin-backed digital credit program.
Strategy released its third-quarter earnings and reported a year-to-date Bitcoin yield of 26%, generating $12.9 billion in gains amid the ongoing 2025 crypto bull market.
A deep dive into the three strategic models emerging in corporate Bitcoin treasury companies, from pure-play credit issuers to hybrid operators, based on Michael Saylor’s latest thinking.
PREDICT BITCOIN
