Strategy stated in an official post that even if Bitcoin’s price were to decline to $8,000, the company would still have sufficient assets to fully cover its outstanding debt obligations. Strategy founder Michael Saylor said the company plans to convert its convertible debt into equity over the next three to six years. https://t.co/mf7SbrIjy3 ...

吴说获悉，Strategy 官方发推表示，即使比特币价格跌至 8000 美元，公司仍拥有足够资产可完全覆盖 其债务。Strategy 创始人 Michael Saylor 对此表示，公司计划在未来 3 至 6 年内将可转换债务转为股 权。 来源：市场资讯 （来源：吴说） ...

Core Viewpoint - The potential threat of quantum computers undermining the security of Bitcoin has emerged as a significant concern, contributing to a decline in Bitcoin's price to about half of its peak in October 2025 [2][4]. Group 1: Bitcoin Price Decline - Bitcoin's price has dropped significantly, currently at approximately half of its peak value reached in October 2025, attributed to investor risk aversion and delays in the easing of restrictions in the U.S. [2] - The introduction of quantum computing as a new risk factor has intensified market concerns, despite some companies and exchanges denying the associated risks [2][5]. Group 2: Research and Analysis - A report published by researchers from the Federal Reserve and the Chicago Federal Reserve in September 2025 highlighted that while altering blockchain data is currently difficult, future quantum computing capabilities could enable data breaches if transaction data is stored beforehand [4]. - The report emphasized the need to address privacy risks associated with data security in the context of quantum computing advancements [4]. Group 3: Market Reactions - S3 Partners reported a 40% increase in short positions on Strategy stocks since September 2025, indicating growing investor bets against Bitcoin's price, with concerns about quantum computing's impact on Bitcoin's vulnerability being a contributing factor [5]. - Despite the concerns, some industry leaders, such as Michael Saylor of Strategy, argue that quantum computing is still in its early development stages and may not pose a threat for at least another decade [5]. Group 4: Recent Market Movements - Following Saylor's rebuttal, Strategy's stock price rose nearly 30% on February 6 but subsequently fell again, reflecting ongoing investor anxiety, with Bitcoin's price fluctuating around $66,000 after a brief recovery to $70,000 [6].

中东局势，突变！ 据最新消息，美国已下令向中东地区派遣第二艘航空母舰。目前，美军"亚伯拉罕·林肯"号航母打击群已部署 在中东海域。当地时间周四（2月12日），美国总统特朗普表示，美国"必须"与伊朗达成协议，否则局势将"非 常严重"。 或受地缘政治紧张局势影响，黄金、白银价格周五（2月13日）大幅拉升。其中，现货白银一度涨超5%，盘中 突破79美元/盎司；现货黄金一度涨近2%，价格突破5000美元/盎司。截至发稿，现货白银涨4.45%，现货黄金 涨1.58%。黄金概念股集体上行，Hycroft Mining大涨近12%，泛美白银、科尔黛伦矿业、金田涨超4%，纽曼 矿业、金罗斯黄金涨超3%。 当前，不少机构预计金价将恢复上行趋势，并认为推动此前上涨的因素依然存在，包括地缘政治紧张局势、对 美联储独立性的质疑等。周五，澳新银行将第二季度黄金价格展望上调至5800美元/盎司。 值得注意的是，2月13日晚间，加密货币市场也有拉升动作。比特币从6.54万美元的位置拉升至6.77万美元，以 太坊从1930美元拉升至1995美元。美股加密货币概念股多数上扬。截至发稿，Coinbase涨超7%，Strategy涨超 6%，BM ...

The Morning Minute (2.13)Powered by @yeet⏰Top News:-Crypto majors fall alongside metals & stocks; BTC at $67k-Coinbase misses Q4 earnings, revenue down 22% YoY-CFTC names dozens of crypto execs to its Innovation Advisory Committee-Solana announces Graveyard Hack to resurrect dead sectors-Aave Labs shares new proposal to send 100% of revenue to the DAO🌎 Macro Crypto and Markets-Crypto majors are red down 1-2% following a red day for metals, stocks and crypto; BTC -1% at $67.1K; ETH -1% at $1,960; SOL -2% at ...

⚡️ INSIGHT: Strategy CEO Phong Le claims Strategy’s balance sheet carries less leverage than investment-grade peers, calling it “amplified, not levered.” https://t.co/5BXecDMwYF ...

Core Insights - Bitcoin-buying firms are facing challenges in maintaining demand as the price of Bitcoin declines, with Strategy leading the market by acquiring 93% of Bitcoin purchased by publicly traded firms last month [1] - Digital asset treasuries added nearly 43,230 Bitcoin worth $3.5 billion last month, showing an increase from December but significantly lower than the acquisitions in November 2024 [2] - The sentiment around digital asset treasuries has shifted, with Strategy's stock price dropping 70%, leading to investor frustration [3] Company Performance - Strategy disclosed a $12.4 billion loss in the fourth quarter, raising concerns about the sustainability of its business model despite co-founder Michael Saylor's assertion that the company operates as a "digital fortress" [5] - Strategy's competitors have been making smaller Bitcoin purchases for four consecutive months, indicating a potential shift in market dynamics [4] - The company has introduced various types of preferred shares to support its operations, with the variable rate preferred share (STRC) growing to $3.4 billion [6][7] Market Dynamics - Analysts have previously warned that Bitcoin-buying firms might become forced sellers due to their corporate structures, with many having acquired Bitcoin at an average price of $90,000 [8]

According to Bloomberg, Strategy CEO Phong Le stated that the company will issue more perpetual preferred shares to address investor concerns over stock price volatility. The new product, "Stretch," offers investors exposure to digital assets while mitigating risk, with a monthly reset dividend rate of 11.25%, designed to stabilize its price around a $100 face value. So far, perpetual preferred shares have made up a small portion of Strategy’s financing, which has included $370 million in common stock and $ ...

Strategy, a company that hoards Bitcoin, will issue more perpetual preferred stock to ease the concerns of investors worried about buying its volatile shares, said CEO Phong Le https://t.co/uSgcTaXUIZ ...

RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: Strategy CEO Phong Le says their preferred stock “Stretch” closed at $100 today — meaning they’ll be buying more Bitcoin 💥"The story of the day is Stretch closes at $100, exactly how it was engineered to perform." 🚀https://t.co/hgvX9j3a0R ...