Strategy disclosed in a regulatory filing that it acquired an additional 13,627 Bitcoin between January 5 and January 11, spending approximately $1.25 billion at an average purchase price of $91,519 per BTC, inclusive of fees and expenses. The purchase further cements the firm’s position as the largest corporate holder of Bitcoin globally and continues its long-running strategy of using capital markets activity to accumulate the digital asset. Total Holdings Reach 687,410 BTC As of January 11, Strategy ...

RT Starknet (BTCFi arc) 🥷 (@Starknet)Monster recap of everything Starknet shipped in 2025.TLDR (13k words… wtf are you thinking intern):> BTCFi is finally getting real> New apps, new use cases> Impressive interoperability progress> Staking metrics went bananas: STRK staked 11x (~23% of the circulating supply staked), BTC staking pulled 1,700 BTC in ~3 months> App metrics are up only> Privacy is accelerating> 8 months of major upgrades shipped> Interesting STRK mechanisms coming in 2026If 2025 was the year o ...

This year marked the first time the playbook of the top Bitcoin corporate holder, Strategy, was replicated at scale, with companies across sectors building major treasuries in Bitcoin, Ethereum, and Solana through formal capital-raising pipelines. As that playbook spread across sectors and geographies, five companies in particular helped shape how corporate treasuries approached crypto in 2025. Here’s a closer look at the extent to which the biggest firms in the space went all-in this year. Strategy (MSTR) ...

Core Insights - Strategy (MSTR), the largest corporate Bitcoin holder, has experienced a 49.7% decline in shares over the past three months, significantly underperforming the Zacks Finance sector's growth of 1.4% and the Zacks Financial-Miscellaneous Services industry's decline of 12.9% [1] Group 1: Performance and Market Position - The underperformance of MSTR is linked to Bitcoin price volatility, which closely ties earnings to Bitcoin movements, and a compression in the mNAV multiple [2] - MSTR's stock has lagged behind competitors such as CleanSpark (CLSK), Riot Platforms (RIOT), and MARA Holdings (MARA), which fell 13.5%, 15%, and 42.5% respectively during the same period [2] - MSTR holds approximately 671,268 BTC, establishing Bitcoin as its primary reserve asset, which provides a structural advantage over competitors [7][8] Group 2: Financial Strategy and Capital Structure - MSTR has raised about $6.7 billion through preferred securities, enhancing its capital flexibility and reducing reliance on convertible debt [11] - The company’s innovative digital credit and preferred securities platform has broadened funding options, with STRC becoming the largest U.S. IPO of 2025 [11] - MSTR's shares are trading at a price-to-book value of 0.91X, significantly lower than the industry average of 3.18X, indicating potential undervaluation [13] Group 3: Earnings and Valuation Outlook - The Zacks Consensus Estimate for MSTR's 2025 earnings is $78.04 per share, with a projected decrease to $51.60 per share in 2026, reflecting a year-over-year decline of 33.88% [14][15] - MSTR's stock is currently trading below both the 50-day and 200-day moving averages, indicating a bearish trend [16] Group 4: Investment Recommendation - Despite the recent share price decline, MSTR retains long-term appeal due to its substantial Bitcoin holdings, flexible capital structure, and discounted valuation [19] - The combination of strong long-term fundamentals and short-term uncertainties suggests that maintaining a hold position is prudent for investors [19]

RT AEON.XYZ (@AEON_Community)We’re thrilled to partner with @Starknet to bring $STRK into real-world payments. 🌍With #AEON Pay, users can now spend $STRK online and offline at 50M+ merchants, from cafés to stores, turning Starknet’s scaling power into everyday utility.🔗 https://t.co/GUJAklPZ5m https://t.co/p7GbhQoblN ...

RT Realms.World ☁️ (@LootRealms)- 1st ever onchain Pub Quiz ✅- 26 teams/sponsors ✅- 26 chances to win ✅Meet the protocols that make @Starknet great and win over $1k worth of rewards, inc. $STRK, @ready_co Metal, $wBTC, $ETH, $USDC, merch, arcade tokens & more...Set it 👇🏼https://t.co/lyHcDjIOc2 ...

RT StarkWare (BTCFi arc) 🥷 (@StarkWareLtd)ZTARKNEAR is live.Starknet is now integrated into NEAR Intents’ chain-abstracted swap network, users can go from 120+ native assets across ~25 chains <> STRK in a few clicks.This is just the first phase ⌛ ...

RT Realms.World ☁️ (@LootRealms)- 1st ever onchain Pub Quiz ✅- 26 teams/sponsors ✅- 26 chances to win ✅Meet the protocols that make @Starknet great and win over $1k worth of rewards, inc. $STRK, @ready_co Metal, $wBTC, $ETH, $USDC, merch, arcade tokens & more...Set it 👇🏼https://t.co/lyHcDjIOc2 ...

RT NEAR Protocol (@NEARProtocol)Starknet is officially live on NEAR Intents.Users can now leverage NEAR Intents to swap 120+ native assets from major chains ↔ STRK with zero bridging steps and no chain-hopping.Unified liquidity. Instant execution. Verifiable infrastructure. Any pair is NEAR. https://t.co/7W75Psxn8W ...

1/ ZTARKNEAR starts here.NEAR Intents has integrated with Starknet, bringing chain-abstracted, intent-based swaps to the ecosystem.You can swap 120+ native assets from ~25 chains ↔ STRK with zero bridging steps 🧵 https://t.co/r9kndeJPHN ...