Core Viewpoint - The firm, led by Michael Saylor, remains committed to purchasing Bitcoin indefinitely, despite current paper losses exceeding $5 billion on its investments in the cryptocurrency [1][2]. Group 1: Bitcoin Purchases and Holdings - The firm has recently invested an additional $90 million in Bitcoin, increasing its total holdings to 714,644 BTC, valued at approximately $49 billion [1]. - The current value of the Bitcoin holdings is around $5.1 billion less than the total amount paid for them, with Bitcoin trading at approximately $68,829 [1]. Group 2: Debt Management and Financial Strategy - The firm has 2.5 years of debt and dividend payment coverage in cash reserves, alleviating concerns about potential asset liquidation to service debt [3]. - A new $1.44 billion USD Reserve was established to support dividend payments without liquidating Bitcoin holdings, and this reserve has been bolstered through common stock issuance [3]. Group 3: Market Predictions and Stock Performance - Market predictors estimate a 28% chance that the firm may sell Bitcoin before the end of 2026, although this probability has decreased by 7% recently as Bitcoin prices have rebounded [3]. - The firm's shares (MSTR) have declined approximately 2.7% in recent trading and are down nearly 66% over the past six months, currently trading around $134.58 [4].

Peter Schiff has given a damning assessment of Bitcoin and Michael Saylor's Strategy. Key Takeaways Peter Schiff warned that Bitcoin is unlikely to find a durable bottom at $50,000. Schiff argued that Strategy’s valuation is vulnerable to further declines. Michael Saylor and Strategy have downplayed downside risks and continue to add to their Bitcoin holdings. Bitcoin critic Peter Schiff on Wednesday issued a renewed warning about BTC, arguing that prices will fall well below $50,000 over the long ...

Strategy adds more than 10,000 Bitcoin at an average purchase price of $90,615 apiece. ...

Digital asset treasury companies that rushed to copy Michael Saylor’s Bitcoin strategy are now hemorrhaging shareholder value, with median stock prices down 43% year to date, even as the broader market climbs higher, as per Bloomberg. Source: Bloomberg More than 100 publicly traded companies transformed themselves into cryptocurrency-holding vehicles in the first half of 2025, borrowing billions to buy digital tokens while their stock prices initially soared past the value of the underlying assets they p ...

Strategy Hits Pause on Bitcoin Buys While Cash Still Goes Out Last week, Strategy drew attention not for scooping up more Bitcoin, but for stepping back and taking a breather. Despite that pause, the company still pushed ahead with $140 million in dividend payments. That’s unusual, given how consistent its buying streak has been over time. The decision seems to be part of a deliberate and well-timed approach to managing its large Bitcoin treasury. No New Bitcoin Added Since Late July This marks the firs ...