#strategy

The Two Numbers Strategy repurchased $139 million of its own STRC. Its Bitcoi...

845,050. That is the number the market has learned to watch every single week...

Last week, Strategy (formerly MicroStrategy) sold 7,000 BTC at $60,000. This...

The Counter-Intuitive Hook Over the past 30 days, the market's most-watched...

Hook Strategy just diluted its shareholders by an estimated 8–10% to raise...

The market is reading the Nvidia-Perplexity deal as a valuation event. A $30...

What you think is a pivot is actually a power struggle. Arm Holdings, the...

The filing landed without fanfare: 18.26 million shares, $2.01 billion in gro...

The announcement landed without ceremony on August 24, 2025: Strategy, former...

The proxy play is the quiet workhorse of institutional crypto adoption. When...

The disclosure landed on August 23rd. Two months after the fact. The Office o...

Apple just laid off Siri and Vision Pro teams. That's not a retreat. It's a...

The news hit the wire with the sterile efficiency of a corporate press releas...

The signal came before the headline: Strategy raised $334 million and did not...

But the headline does not say what matters. Strategy raised roughly $334...

The chain never lies, but the narrative does. On August 20, 2024, something...

Hook: The Data Anomaly Strategy's stock has shed 40% of its value this year....

When Phong Le took the mic last week to address shareholder concerns about...

2100 BTC. Exactly 1/10,000th of Bitcoin's total supply. A nice round number f...

Every corporate treasury is a bet on the future of money—a thesis written in...

Tracing the ghost in the solidity code — except this time, the ghost is not i...

A $10 billion unrealized loss, yet the largest corporate bitcoin holder is...

The crowd sees a moon; I see a model. When Michael Saylor announced that...

Twenty-eight billion dollars. That's the estimated forced selling if MSCI...

The MSCI proposal to remove Bitcoin Trust from its indices hit the wires like...

The data is unambiguous. MSCI’s November quarterly index review carries a...

Hook On-chain data reveals a stark anomaly: Arbitrum’s monthly active address...

We assumed the future of finance would be built on decentralized consensus, o...

Michael Saylor posted a chart. Again. The internet erupted. Again. But this...

Ledgers don't lie. But they seldom reveal intent. On August 8,...

Michael Saylor sat on a podcast and told the world that ChatGPT designed STRK...

The first time I interviewed a CEO who called his protocol "the settlement...

The market consensus was immaculate: Strategy was the unbreakable sponge....

The most important buyer in Bitcoin's corporate history has stopped buying....

At 4:47 PM in Buenos Aires, the Q2 filing hit my screen and I stopped breathi...

The soul remains. But the body is migrating. On a quiet Tuesday afternoon, Co...

The chart does not lie, but it does not tell the truth either. On a quiet...

"article": " Over the past 30 days, the aggregate trading volume of AI-crypto...

For the first time in four consecutive weeks, the largest corporate Bitcoin...

The market prices in patterns. On July 31, Strategy — formerly MicroStrategy ...

Hook On a Tuesday in May, MicroStrategy closed an ATM offering, netting $263....

The silence was deafening. Over the past seven days, a single 8-K filing from...

In the quiet of a data room, far from the noise of price charts and Twitter...

For five years, MicroStrategy held 214,400 Bitcoin as a sacred trust. The...