Strategy's mNAV premium falls, $17.4B loss, and yield focus test its Bitcoin leverage in 2026. Photo by BeInCrypto MicroStrategy (now Strategy) is in its most consequential phase since adopting Bitcoin as its primary treasury asset. The company’s mNAV (microstrategic net asset value) premium has fallen to 1.04x, effectively erasing the valuation buffer that once powered its dramatic outperformance versus Bitcoin itself. The shift marks a regime change, with Strategy’s future no longer hinging primarily o ...

The Strategy (NASDAQ: MSTR) stock is seeing the much-needed recovery in the past 2-3 trading sessions. During the overnight trading session on Sunday, Jan. 4, the MSTR stock gained another 3.5%, moving past $163. This comes as Bitcoin price also shows strength, moving to $92,500 with Michael Saylor hinting at additional BTC purchases. MSTR Stock Makes Healthy Recovery The MSTR stock has bounced after forming support at $150. During the Jan. 4 overnight trading, the stock gained past $163, according to Y ...

Tether acquired 8,888 bitcoin in the fourth quarter of 2025, lifting its total holdings to 96,185 BTC, valued at $8.42 billion, and making it the fifth-largest bitcoin wallet globally. The $876 million purchase reinforces the stablecoin issuer’s commitment to converting profits into bitcoin reserves, even as institutional appetite for the crypto remains strong despite recent market weakness, especially towards the end of Q4 2025. Source: TradingView The USDT issuer transferred 961 BTC, worth $97.18 mil ...

Metaplanet CEO Simon Gerovich took to X to announce that the Japan-listed company acquired 4,279 Bitcoin in Q4 2025. The purchase cost roughly $451 million, at an average purchase price of approximately $105,412. At this pace, it is steadily moving toward its target of accumulating 210,000 Bitcoin by 2027. Metaplanet Increases Stash to 35,102 BTC Metaplanet successfully expanded its Bitcoin holding to 35,102 BTC by purchasing 4279 BTC for $451 million. In his X post, Simon Gerovich noted that the com ...

Metaplanet Inc.(OTC:MTPLF) acquired 4,279 BTC for $451 million in Q4 at an average price of $105,412 per Bitcoin (CRYPTO: BTC) as the stock sits at the critical $2.5 price point.Fourth-Largest Public Bitcoin Holder By VolumeThe Tokyo-listed company now holds 35,102 BTC acquired for $3.78 billion at an average purchase price of $107,607, making it the fourth-largest publicly traded Bitcoin holder behind Strategy Inc. (NASDAQ:MSTR) , Marathon Digital Holdings (NASDAQ:MARA) , and Riot Platforms (NASDAQ:RIOT) . ...

Strategy Inc. has made a fresh Bitcoin purchase, even though Peter Schiff didn’t think that the business intelligence and software firm had enough capital to complete the purchase. The conversation all started after Michael Saylor, the Executive Chairman of the Bitcoin treasury firm, made another “orange dots” post on X. Strategy Boasts of 672,497 BTC in Holding On December 29, the pro-Bitcoin firm Strategy acquired 1,229 BTC at an average price of $88,568 per coin. According to Michael Saylor, the pu ...

Core Viewpoint - The outlook for Bitcoin is bullish heading into 2026, suggesting that the price of Bitcoin will increase, which will positively impact BITO in terms of both growth and income [1]. Group 1 - The expectation is that BITO will surprise to the upside as Bitcoin's price rises [1].

American Bitcoin Corp. (NASDAQ:ABTC) may have been encountering heavy sell-offs lately, but a Roth Capital analyst painted a more than 100% upside for the stock on Wednesday.‘Buy’ Rating For American BitcoinRoth Capital analyst Darren Aftahi initiated coverage of ABTC with a “Buy” rating and announced a price target of $4, according to Benzinga, representing a 106% upside from Wednesday’s closing price. Aftahi is found to be correct 47% of the time.Interestingly, Roth Capital is the underwriter for a specia ...

ProCap Financial, a modern financial services firm leveraging bitcoin, is built for independent investors who have long been overlooked by Wall Street. Founded in 2025, the company raised more than $750 million from leading investors and is traded on Nasdaq under the symbol BRR. www.procapfinancial.com Forward-Looking Statements "We pride ourselves on our ability to combine the rigor and discipline of traditional capital allocation with bitcoin investment expertise,†said Anthony Pompliano, CEO of ProCap Fin ...

Group 1 - The company, recognized as the world's third largest corporate holder of Bitcoin, is going public through a blank-check merger [1] - This move highlights the increasing trend of corporations integrating cryptocurrency into their financial strategies [1] - The merger is expected to provide the company with additional capital to expand its operations and invest further in Bitcoin [1]