Strategy (MSTR), also known as MicroStrategy, has seen its stock plunge 30% in just one month as Bitcoin's (BTCUSD) dramatic selloff sent shockwaves through cryptocurrency markets. The software company that turned Bitcoin treasury holder saw its shares tumble alongside the digital asset's drop below $95,000, erasing most of the gains made in 2025. Despite the ongoing pullback, MicroStrategy’s chairman, Michael Saylor, remains unfazed. In fact, Strategy continues to accumulate Bitcoin, adding 8,178 BTC wor ...

RT Cointelegraph (@Cointelegraph)🎧 TUNE IN: Is the real estate + Bitcoin treasury model the new meta?$4.7B real estate giant Cardone Capital founder @GrantCardone talks with Cointelegraph’s US news reporter @VinceQuill about why combining cash-flowing physical assets with $BTC creates a more resilient, scalable treasury structure. ...

🎧 TUNE IN: Is the real estate + Bitcoin treasury model the new meta?$4.7B real estate giant Cardone Capital founder @GrantCardone talks with Cointelegraph’s US news reporter @VinceQuill about why combining cash-flowing physical assets with $BTC creates a more resilient, scalable treasury structure. ...

Core Viewpoint - Bitcoin's recent price stability is interpreted as a sign of strength, indicating a consolidation phase in the market as long-term holders sell portions of their holdings while institutions prepare for larger investments [1][2]. Market Dynamics - The current market environment sees early adopters selling modest amounts of Bitcoin to meet real-world needs, such as housing and tuition, which is likened to employees of a high-growth startup liquidating stock options [2][3]. - Bitcoin's price has increased by 99% over the past year, and the reduction in volatility is viewed positively [2]. Institutional Adoption - Concerns regarding Bitcoin's lack of cash flows are dismissed, with the argument that many valuable assets, such as land and gold, also lack income streams [3][4]. - The company aims to reengineer credit markets by using Bitcoin as collateral, moving beyond the traditional store-of-value narrative [5]. Financial Products - Strategy has developed a suite of preferred-stock products designed to provide yields of up to 12%, heavily over-collateralized with Bitcoin, thereby giving Bitcoin cash-flow-like qualities [6]. - This approach is intended to broaden institutional adoption and attract more capital into the Bitcoin ecosystem [6]. S&P 500 Inclusion - The firm has recently become eligible for inclusion in the S&P 500 due to changes in accounting rules, with expectations for eventual inclusion as the market becomes more comfortable with the Bitcoin treasury model [7].

Market Trends & Incentives - The Bitcoin treasury model faces pressure due to high interest rates shifting incentives [1] Company Strategy - Strategy's approach stands out in the Bitcoin treasury model [1]