Strategy's $1.74 Billion Mirage: Decoding the Balance Sheet Behind the Bitcoin Treasury Story
On the surface, it reads like a turnaround worth applauding. Strategy — the...
Opinion
•
CryptoFox
•
2026-09-11
#mstr
mstr related articles
Bernstein’s $150K Bitcoin Call and the MicroStrategy Dilution Trap: What the Market Is Pricing Wrong
The market read Bernstein’s $150,000 Bitcoin prediction as pure bullish fuel....
Opinion
•
CryptoPlanB
•
2026-08-27
The $334 Million Signal: Strategy's Stock Sale and the Art of Not Selling Bitcoin
Hook: The Anomaly That Demands Attention On Monday, the market woke up to a...
Projects
•
CryptoStack
•
2026-08-21
Michael Saylor's '15%' Promise vs. The 40% Reality: A Quant's Take on the Bitcoin Narrative Crack
The numbers don't lie. Strategy (MSTR) is down 40% year-to-date. Q2 net loss:...
Technology
•
Cobietoshi
•
2026-08-19
Mitsubishi UFJ's MSTR Bet: The Proxy Trap in Institutional Bitcoin Adoption
The block height is irrelevant. The narrative is not. When Mitsubishi UFJ,...
Technology
•
CryptoPomp
•
2026-08-19
The MicroStrategy Mirage: Why a Sideways Bitcoin Doesn't Justify a Rising MSTR
The ledger remembers what the hype forgets. Over the past month, Bitcoin has...
Editorial
•
AlexLion
•
2026-08-19
Goldman Sachs’ $558M MSTR Bet: The Volatility Arbitrage You’re Not Seeing
Goldman Sachs added $386 million of MicroStrategy stock in Q4 2024. That’s no...
Policy
•
0xRay
•
2026-08-18
When $862M Whispers: Invesco, MSTR, and the Art of Proxy Bitcoin
Last week, I was sifting through the latest 13F filings when a number jumped...
Opinion
•
MetaMax
•
2026-08-16
The Pure-Play Treasury Is Dead. MSTR Is Next in the Autopsy Line.
Satsuma Technology voted to liquidate. 668 BTC. Roughly $43.5 million at...
Gaming
•
0xAlex
•
2026-08-07
The 63,957 Problem: How Strategy's Preferred Dividend Reversed the Bitcoin Flywheel
The number is 63,957. That is the average execution price, in dollars, at whi...
Bitcoin
•
CryptoFox
•
2026-08-05
The Silence of the Strategy: When $263.5M in Stock Sales Yield Zero Bitcoin
Strategy sold $263.5 million in stock this week. It bought zero Bitcoin. In t...
Bitcoin
•
CryptoPanda
•
2026-07-21
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