MicroStrategy, Bitcoin,. Photo by BeInCrypto MicroStrategy pushed back against Morgan Stanley Capital International's (MSCI) proposal to remove Bitcoin-heavy companies from major equity indexes, arguing the rule wrongly treated them like investment funds. The response came after JPMorgan warned that the move could trigger billions in forced selling, putting Strategy at the center of a broader debate over how Bitcoin exposure should be managed in public markets. Strategy Defends Its Operating Model Strat ...

Strategy (MSTR) has written a formal letter in response to MSCI's proposal to exclude companies whose digital asset holdings represent 50% or more of total assets from MSCI Global Investable Market Indexes. Led by Executive Chairman Michael Saylor, Strategy argued that digital asset treasury companies (DATs), including Strategy itself, are operating businesses that use digital assets as productive capital, not passive vehicles for tracking price movements. Strategy builds bitcoin backed credit instruments ...

Core Viewpoint - The company Strategy (NASDAQ:MSTR) is open to selling Bitcoin to fund dividend payments if necessary, marking a shift in its previous stance on Bitcoin retention [1][3]. Group 1: Company Strategy - CEO Phong Le stated that selling Bitcoin would be considered if the company's trading value fell below the net asset value (mNAV) of its Bitcoin holdings, emphasizing that this would be a last resort [1][2]. - The ultimate goal of the company is to maximize Bitcoin per share, and selling Bitcoin to pay dividends is seen as more accretive under certain conditions [2]. Group 2: Market Position - The company currently holds 650,000 BTC valued at $56.5 billion, representing the largest corporate Bitcoin holdings [5]. - The company's mNAV has recently compressed to 0.99, indicating that it is now valued below its Bitcoin holdings, which reflects a decline in the digital asset treasury trade's appeal [6]. Group 3: Leadership Comments - Michael Saylor, the company's Chair, addressed skepticism regarding the company's willingness to sell Bitcoin for dividends, asserting that it is possible to sell a small fraction of its holdings to cover dividend payments while still increasing Bitcoin holdings [4].

进一步聚焦这15位给出"买入"评级的分析师，其中12位明确给出了目标价;这些目标价的中位数所指向 的价位约为485美元，相较于周一189美元的收盘价，隐含着超过150%的上涨空间。 值得一提的是，President Capital Management Corp. 的分析师 Jeffrey Yu 与 Cantor Fitzgerald 的分析师 Brett Knoblauch 均预测，该股股价将在 200 美元上下区间震荡盘整;而紧随其后的最低目标价则为 425 美元。反观 Benchmark Co. 的分析师 Mark Palmer，其给出的目标价高达 705 美元，这意味着股价涨幅 将接近四倍。 这家曾以软件业务起家的公司，率先在市场中掀起了"比特币财库"的投资热潮。其看涨的逻辑清晰且直 接：比特币将会如同2022年与2017年那般，从最新的暴跌行情中强势反弹，进而推动Strategy所持有的 加密货币资产价值大幅飙升。 在采访中，Palmer 坦言："于加密货币领域而言，一年的时间跨度就如同一个漫长的纪元，其间足以发 生天翻地覆的巨变。" 这一观点深刻凸显出评估像 Strategy 这类"数字资产财库" ...

Joining me right now, Jim Thorne, chief market strategist, Wellington Altus Private Wealth is with me. Um, I know we're going to get to an array of stories, including even Bitcoin and and a play that you have there, but first, let's just talk big picture and how you think the markets are behaving. >> Well, we're really close to 7,000, which is my year end target. Um, you know, uh, we're in a bullish phase, 8,000 to 8,400 by the end of next year.I think the big trade for next year is when do you put the earl ...

MicroStrategy (MSTR) shares closed comfortably in the green on Dec. 9 as Bitcoin (BTCUSD) – the world’s largest cryptocurrency by market cap – rallied ahead of the Federal Reserve’s rate decision. BTC pushed past $94,000 this morning as investors grew more optimistic that the U.S. central bank will deliver a “hawkish cut” on Thursday. More News from Barchart Despite today’s gain, MicroStrategy stock remains down over 50% versus its year-to-date high in mid-July. www.barchart.com Is It Worth Buying Mic ...

MicroStrategy (MSTR) is doubling down on its Bitcoin strategy despite mounting pressure from a stock price that has collapsed more than 50% over the past six months. The company added 10,624 Bitcoin (BTCUSD) last week for $962.7 million at an average price of $90,615 per coin, bringing total holdings to 660,624 Bitcoin acquired for $49.35 billion. The purchase marks a return to aggressive buying after several weeks of smaller acquisitions constrained by worsening market conditions. The acquisition was fun ...

Andrew Tate, the former kickboxing champion and controversial online personality, just can't keep himself out of the world of crypto trading. Tate, who suffered a complete wipeout of his entire trading balance on the crypto derivatives exchange Hyperliquid last month, is not new to digital assets. Related: Andrew Tate predicts Bitcoin will crash to $26K before its biggest move The controversial personality who gained notoriety over the charges of rape and human trafficking in Europe has often promoted cry ...

Andrew Tate DADDY meme coin. Photo by BeInCrypto Bitcoin Community Divided as MicroStrategy’s Latest 10,000 BTC Buy Fails to Move Price — OTC Liquidity and Market Structure Under Scrutiny Andrew Tate’s post questioning why MicroStrategy’s ~10,000 BTC purchase did not move Bitcoin’s price has triggered widespread debate across the crypto community. The exchange highlights a persistent point of confusion among retail traders: how can a buy of this scale take place without producing a visible market reaction ...

Key Takeaways Strategy's Q3 subscription revenues jumped 65.4% to $46M, becoming 36% of total revenues.Strategy's subscription gains were partly offset by declines in product support and services.Strategy's software margins remain healthy, making subscriptions a stabilizing force amid volatility.Strategy Inc. (MSTR) is widely known today for its aggressive Bitcoin strategy, but the company's long-term fundamentals are centered on its software and enterprise analytics businesses. Within this segment, subscri ...