🚨JUST IN: MICHAEL SAYLOR'S @MICROSTRATEGY ACQUIRES 850 $BTC VALUED AT $99.7 MILLION ...

Strategy has acquired 850 BTC for ~$99.7 million at ~$117,344 per bitcoin and has achieved BTC Yield of 26.0% YTD 2025. As of 9/21/2025, we hodl 639,835 $BTC acquired for ~$47.33 billion at ~$73,971 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/rG5pvryeYL ...

💥 BREAKING: Michael Saylor's STRATEGY buys 850 Bitcoin worth $96 MILLION https://t.co/LahxltX9tP ...

JUST IN: Michael Saylor's 'Strategy' buys 850 Bitcoin worth $96 million. ...

Core Viewpoint - Strategy (NASDAQ: MSTR) has experienced a remarkable 450% increase since January 2024, significantly outperforming Bitcoin's 167% rise. However, concerns have emerged as its stock price has dropped to around $350 since mid-July, raising questions about investor confidence in the Bitcoin treasury company model [1][4]. Group 1: Company Performance - Strategy's stock surged to 450 in the summer but has since declined by 20% since July, indicating a potential loss of investor faith in its business model [2][4]. - The company holds 638,985 BTC valued at approximately $75 billion, while its market cap stands at $100 billion, suggesting it may be overvalued as the gap between its holdings and market cap is narrowing [6]. Group 2: Market Sentiment - The narrative surrounding Bitcoin treasury companies, including Strategy, is perceived as becoming stale, with many new companies entering the market to raise funds for Bitcoin purchases, diluting the uniqueness of the model [2][3]. - Investors are recalibrating their expectations, which may lead to a tightening performance gap between Strategy and Bitcoin, potentially impacting Strategy's stock price negatively [4][6]. Group 3: Investment Perspective - The long-term outperformance of Strategy over Bitcoin raises skepticism about the sustainability of this trend, leading to a cautious stance on investing in Bitcoin treasury companies [7].

U.S. stock futures fell on Monday following Friday’s positive moves. Futures of major benchmark indices were lower.On Sunday, President Donald Trump said media mogul Lachlan Murdoch and tech leaders Oracle Corp.‘s ORCL co-founder Larry Ellison and Dell Technologies Inc.‘s DELL CEO Michael Dell will take part as investors in a proposed deal to transfer TikTok‘s U.S. operations from Chinese parent ByteDance to American ownership. Speaking on Fox News’ Sunday Briefing, Trump praised the group and called them “ ...

U.S. stock futures fell on Monday following Friday’s positive moves. Futures of major benchmark indices were lower.On Sunday, President Donald Trump said media mogul Lachlan Murdoch and tech leaders Oracle Corp.‘s ORCL co-founder Larry Ellison and Dell Technologies Inc.‘s DELL CEO Michael Dell will take part as investors in a proposed deal to transfer TikTok‘s U.S. operations from Chinese parent ByteDance to American ownership. Speaking on Fox News’ Sunday Briefing, Trump praised the group and called them “ ...

JUST IN: Michael Saylor’s STRATEGY is seeking credit ratings for its preferred equity.TRILLIONS incoming. 🔥 https://t.co/nE9kMdLcwy ...

Core Viewpoint - Capital Group, a mutual fund manager, is significantly investing in Bitcoin-related stocks, driven by Mark Casey, who aligns his investment philosophy with Warren Buffett's principles despite Buffett's negative stance on Bitcoin [2][4]. Investment Strategy - Capital Group has invested approximately $1 billion into Bitcoin-related stocks in recent years, indicating a strong commitment to the cryptocurrency market [2]. - The firm acquired a 12.2% stake in MicroStrategy for about $500 million in 2021, marking a strategic entry into Bitcoin exposure [6]. - Additionally, Capital Group has purchased a 5% stake in Metaplanet, a Japanese hospitality firm that transitioned into a Bitcoin treasury firm, with its stock experiencing a surge of up to 6000% since the pivot [7]. Market Perspective - Mark Casey believes Bitcoin has the potential to surpass gold as the preferred store of value, with gold's market capitalization at nearly $25 trillion compared to Bitcoin's $2.3 trillion, suggesting significant growth potential for Bitcoin [4]. - Casey views Bitcoin as a commodity and evaluates Bitcoin treasury firms similarly to companies dealing in physical commodities like gold and oil [10]. Personal Insights - Casey's interest in Bitcoin was sparked by a meeting with early Bitcoin advocate Wences Cesares in 2013, and he expressed a strong enthusiasm for Bitcoin, calling it one of the coolest creations by people [4][5].

Core Viewpoint - Enthusiasm for Michael Saylor's strategy and its imitators is waning, leading to significant stock declines for several companies in the past month [1] Group 1: Company Performance - Strategy's stock has decreased approximately 4% over the past month, underperforming bitcoin, which has increased by 3% [2] - Despite recent underperformance, Strategy's stock has surged by 2,800% since it began investing in bitcoin in 2020 [2] - Metaplanet (MTPLF), a Japanese hotel management firm turned bitcoin holding company, experienced a share price drop of over 36% in the last month [3] - Kindly MD (NAKA), a healthcare data provider, saw its shares decline by 87%, while Semler Scientific (SMLR) fell nearly 12% [3] - Trump Media & Technology Group (DJT), which launched a bitcoin treasury, has seen its shares fall by 8% [4] - A vehicle created by Cantor Fitzgerald (CEP) has dropped 17% as it prepares to take public a bitcoin treasury company [4] Group 2: Market Dynamics - The influx of companies attempting to replicate Strategy's model raises concerns about the sustainability of the bitcoin treasury stock boom [5] - Analyst Gus Galá noted that an oversaturation of similar strategies could lead to diminished investor demand [5] - Factors such as a surge in crypto prices, changes in US accounting rules, and a favorable regulatory environment under the Trump administration have fueled interest in companies imitating Strategy's approach [6] - Kevin O'Leary highlighted that many investors prefer holding equities over direct bitcoin investments, despite the availability of bitcoin exchange-traded funds [7]