Group 1 - Bitcoin has surged past $120,000, marking its return to this level for the first time since reaching a historical high seven weeks ago, driven by its perception as a safe-haven asset amid market turmoil [1] - The recent inflow into Bitcoin ETFs has reached $1.5 billion this week, indicating a market attempt to catch up with the recent impressive gains of gold [1] - Other cryptocurrencies have also seen significant gains, with Ethereum rising over 2.7%, Solana up 5.7%, and Dogecoin increasing by 4.7% [1] Group 2 - The market structure for Bitcoin is showing signs of a long-awaited "breakout," with strong buying pressure despite previous selling pressure, indicating a potential for rapid price increases once selling pressure is alleviated [2] - Historically, October has been a strong month for Bitcoin, with nine out of the last ten years recording price increases, suggesting a seasonal trend that may influence market expectations [2]

JUST IN: Michael Saylor and STRATEGY's Bitcoin holdings close at an all-time high $77.4 BILLION 🚀 https://t.co/1Gv4o6W3Pi ...

RT Bitcoin Asset Research (@stonychambers)$MSTR is equity in Bitcoin's central bank: @StrategyWhy is that? It's something many are struggling to understand 🧵Central banking is the practice of managing the monetary policy and economic stability of a particular economic bloc. Central banks issue base money, set interest rates, control money supply, and backstop systemic liquidity. Central banks hold asset reserves which back the base money it issues.Strategy does all of these things through $STRC and $BTC. St ...

microstrategy just dodged a $7b tax bullet. treasury exempted bitcoin from the 15% corporate unrealized gains tax starting 2026. saylor can now target $100b in bitcoin-backed loans without phantom tax liabilities. every fortune 500 board meeting just got more interesting ...

Core Insights - Bitcoin is currently trading around $120,000, showing significant price increases alongside other digital assets, driven by favorable regulatory news from Washington [2][3] Group 1: Market Performance - A range of digital assets, including Bitcoin, are experiencing price increases, with Bitcoin recently above $120,000 and companies like Coinbase and Strategy seeing double-digit weekly percentage gains [2] - The recent guidance from the Treasury Department and IRS has contributed to a positive shift in crypto markets, moving away from previous stagnation [3] Group 2: Regulatory Impact - The IRS issued interim guidance stating that paper profits and losses on digital assets are not subject to the 15% corporate alternative minimum tax (CAMT), which is seen as beneficial for the crypto industry [3] - This clarification is particularly advantageous for Strategy, which holds the largest Bitcoin stockpile among publicly traded companies, and Coinbase, which ranks in the top 10 [4] Group 3: Company-Specific Developments - Strategy has indicated that it no longer expects to be subject to the CAMT tax, which it had anticipated paying in 2026 due to significant paper gains on its Bitcoin holdings [4][6] - The Financial Accounting Standards Board's changes in December 2023 regarding the accounting and disclosure of cryptocurrencies have allowed companies to report paper gains quarterly, impacting their tax liabilities [5]

Core Viewpoint - The cryptocurrency sector is experiencing a significant rally, with various related stocks showing notable gains following the announcement from CME Group regarding 24/7 cryptocurrency trading starting in 2026 [1] Group 1: Stock Performance - Strategy (MSTR.US) increased by over 3.3% [1] - Coinbase (COIN.US) rose by more than 4.7% [1] - Robinhood (HOOD.US) saw an increase of over 2% [1] - SharpLink Gaming (SBET.US) gained more than 3% [1] - Circle (CRCL.US) also rose by over 4.7% [1] Group 2: Market Announcement - CME Group announced plans to offer 24/7 cryptocurrency trading starting in 2026 [1]

MSTR stock now up 17% over the past 5 daysFierce reboundMarket really likes that tax news https://t.co/n3cLQfs7tQ ...

Core Insights - Robinhood has introduced trading for Strategy Inc's Variable Rate Series A Perpetual "Stretch" Preferred (STRC), marking the platform's first preferred stock listing [1][2] - STRC is now available for retail investors on Robinhood, allowing them to trade it alongside common stocks and ETFs [2] - STRC features a variable dividend that is reset monthly, designed to maintain its price near the $100 stated amount, and serves as a bitcoin-backed alternative to money markets [4] Company Developments - The STRC IPO was the largest in 2025, raising approximately $2.5 billion, with an additional at-the-market offering of $4.2 billion worth of STRC [4] - As of October 2, Robinhood's website indicated that it did not support preferred stocks prior to this listing [2] - At the time of publication, MSTR shares were up 2.9% in pre-market hours, while STRC was priced at $98.54, reflecting a 0.57% increase [5]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Strategy Incorporated (NASDAQ:MSTR) on behalf of long-term stockholders due to a class action complaint alleging breaches of fiduciary duties by the board of directors [1][2]. Group 1: Allegations and Claims - The class action complaint filed on May 16, 2025, covers a Class Period from April 30, 2024, to April 4, 2025, and alleges that the defendants made materially false and misleading statements regarding Strategy's business and operations [1][2]. - Specific allegations include overstating the anticipated profitability of the company's bitcoin-focused investment strategy and treasury operations, underestimating the risks associated with bitcoin's volatility, and failing to disclose the potential magnitude of losses on digital assets following the adoption of ASU 2023-08 [2]. Group 2: Next Steps for Investors - Long-term stockholders of Strategy who have information or questions regarding the claims are encouraged to contact Bragar Eagel & Squire, P.C. for further discussion [3].

RT LaDoger 🟧 (@LaDoger21)Excited to announce that I’m joining @Strategy Engineering team to work on Bitcoin & AI services! 🥳Thank you @saylor and @Strategy team for the amazing opportunity!!🤩We will build infrastructure for BILLIONS of people, for it is our belief that Bitcoin is for Everyone!!! 🥰 ...