MSTR Bears Crushed: Why Strategy’s Bitcoin Balance Sheet Is Built to Outlast Any...
TLDR: Strategy is raising over $130M daily in 2025, marking its highest-ever annual capital-raising pace. Historical BTC data sho...
Strategy’s 32 BTC Sale Signals Dividend Crisis Risk
TLDR: Strategy sold 32 BTC as its mNAV ratio fell below 1.0x, signaling growing dividend pressure. STRC preferred stock requires f...
Strategy Sells Bitcoin For First Time Since 2022 Tax-Loss Trade
Strategy sold a small portion of its Bitcoin holdings last week, marking the company’s first disclosed BTC sale since its December...
Strategy Sells Bitcoin for the First Time Since 2022 to Fund Preferred Stock Div...
TLDR: Strategy sold 32 BTC between May 26–31, 2026, generating $2.5M to fund preferred stock dividend distributions. The Bitcoin s...
Arca CIO Warns Strategy’s Bitcoin Bet Has ‘Gotten Out Of Hand’
Arca CIO Jeff Dorman warned that Strategy’s Bitcoin-heavy balance sheet has entered a more dangerous phase, arguing that the compa...
Arca CIO Jeff Dorman Warns MSTR Situation Has Gotten Out of Hand
TLDR: Arca CIO Jeff Dorman warns MSTR’s $15B preferred stock carries a $1.5B annual dividend burden on a weak balance sheet. Strat...
Strategy’s USD Reserve Drops 63% After Convertible Notes Repurchase
TLDR Strategy’s USD reserve dropped sharply after the company used cash to repurchase zero-coupon convertible debt. The company pa...