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Is Microstrategy About To Sell Bitcoin?
Coin Bureau· 2025-12-02 15:17
For the last 5 years, one company has been the main character of Bitcoin. They've bought billions of dollars worth of BTC. They've become the largest corporate holder in history, stacking over 3% of the entire supply, and their main man has become the de facto spokesman for institutional adoption.There is no second best. Famous for his laser eyes and his promise to never ever sell. Yes, I am of course talking about Strategy, the company formerly known as Micro Strategy.But what happens if the main character ...
Canaccord's Joseph Vafi on what's next for bitcoin proxy Microstrategy
Youtube· 2025-12-01 18:50
Core Viewpoint - MicroStrategy has significantly outperformed Bitcoin since it began its Bitcoin acquisition strategy in August 2020, becoming the best-performing stock in the Fortune 500, outperforming Bitcoin by double or more during this period [2]. Group 1: Company Strategy and Performance - MicroStrategy's operating company balance sheet allows it to leverage equity and debt to opportunistically buy Bitcoin, which is a unique advantage compared to investment companies [1][3]. - The company has acquired an additional $4 billion in Bitcoin this month and successfully priced a convertible notes offering to raise $2.5 billion, which is expected to be used for further Bitcoin acquisitions [5]. - The software business now constitutes less than 10% of MicroStrategy's overall enterprise value, indicating that the Bitcoin strategy has become the primary driver of the company's value [7]. Group 2: Market Dynamics and Valuation - The premium of MicroStrategy's stock relative to the Bitcoin it holds is currently over 200%, which has expanded and is a topic of discussion among investors [4][6]. - A sum of the parts analysis shows that even when backing out the software business, the premium remains significant, highlighting the market's valuation of the company's Bitcoin holdings [7][8]. - The ability to exploit capital markets for Bitcoin acquisitions is a key differentiator for MicroStrategy compared to Bitcoin ETFs, which lack an operating company balance sheet [8].
Michael Saylor Finally Admits It — They Might SELL Bitcoin If THIS Happens.
Digital Asset News· 2025-11-30 19:20
Microstrategy and Michael Saylor finally admit it - they may sell bitcoin if THIS happens. Follow Jerry V. Hall - https://x.com/Jerryvhall1 The links below may include affiliate links, which means I may receive a commission at no cost to you if you make a purchase through a link. You DO NOT have to use the links but you will not receive any bonus if offered. Not investment advice. Crypto investing and trading involves risk of loss. ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● 1. THE 5 RULES - https://youtu.be/iNBi ...
X @Starknet (BTCFi arc)
Starknet 🐺🐱· 2025-10-27 08:55
8/ Lootverse will allocate 200 ETH over the next 8 months to buy back Loot-related assets.Loot (@lootproject):1. The Lootverse Microstrategy Proposal + the @LootSurvivor advancement proposal have passed, marking a major shift of the treasury mgmt from its idle state in the past 2 yrs. >200E will be spent in the next 8 months to purchase major loot related assetshttps://t.co/wySDgFRisF ...
X @Wu Blockchain
Wu Blockchain· 2025-10-14 10:04
Company Strategy & Vision - Bitmine emphasizes communication to consistently convey the core view that "Ethereum is in a super cycle" [1] - Bitmine aims to attract institutional investors, creating a virtuous cycle [1] - Bitmine, as a DAT company, collaborates with Microstrategy to create liquidity, hoping to support Ethereum for the next 15 years [1] Market Positioning - Bitmine is a leading Digital Asset Treasury (DAT) firm [1] - Bitmine's Chairman message videos disseminate the company's core views [1]
BitMine Immersion (BMNR) ETH Holdings Exceed 1.15 Million Tokens, Valued in Excess of $4.96 Billion, and Largest ETH Treasury in World
Prnewswire· 2025-08-11 11:30
Core Insights - BitMine has become the largest ETH treasury globally, with holdings exceeding $4.96 billion, marking a $2.0 billion increase from the previous week [1][2][3] - The company aims to acquire 5% of the total ETH supply and is supported by notable institutional investors including ARK's Cathie Wood and Pantera [1][2] - BitMine is now the 25th most liquid stock in the US, with an average daily trading volume of $2.2 billion [1][3] Company Overview - BitMine launched its ETH Treasury strategy on June 30th, achieving significant milestones within five weeks, ranking as the third largest crypto treasury globally, behind Microstrategy and Mara Blockchain [2] - The company focuses on long-term investment in Bitcoin and Ethereum, with operations in low-cost energy regions [4] - BitMine's business lines include Bitcoin mining, synthetic Bitcoin mining, and advisory services for companies interested in Bitcoin revenues [4]
BitMine Immersion (BMNR) ETH Holdings Exceed 833,000 Tokens, Valued in Excess of $2.9 Billion, and Largest ETH Treasury in World
Prnewswire· 2025-08-04 11:30
Core Insights - BitMine has become the largest ETH Treasury in the world, holding over $2.9 billion in ETH, with a total of 833,137 ETH at a price of $3,491.86 per ETH as of August 3, 2025 [1][2] - The company aims to acquire 5% of the total ETH supply, positioning itself among notable institutional investors like Bill Miller III, Cathie Wood, and others [1][4] - BitMine's stock is now one of the most liquid in the US, trading an average of $1.6 billion per day, ranking 42nd among US-listed stocks [3] Company Strategy - BitMine launched its ETH Treasury strategy on June 30, 2025, and has rapidly increased its ETH holdings from zero to over 833,000 in just 35 days [2][3] - The company is focused on long-term investment in cryptocurrencies, leveraging its Bitcoin mining operations and capital raising transactions [6] Investor Sentiment - Bill Miller III expressed confidence in BitMine's management and its potential for profitability, particularly once ETH staking is activated [5] - The company is seen as a critical player in the digital infrastructure space as the financial system increasingly moves onto the blockchain [4]