Strategy holds 843,738 Bitcoin worth $64.83 billion, exceeding its $58.6 billion market value. Despite a 58% drop in its stock price over the past year, Michael Saylor continues to buy Bitcoin, recently adding $2 billion worth. The company’s stock trades below the value of its Bitcoin holdings due to a compressed premium caused by new Bitcoin ETFs, competition, and a shift in dividend policy. Strategy’s future depends on regaining its premium, Bitcoin’s price staying above the average cost of $75,700 per coin, and the funding mix for new Bitcoin purchases.
In 2026, the Fidelity Crypto Industry and Digital Payments ETF (FDIG), which holds companies involved in bitcoin and crypto, has gained 18.52%, while the iShares Bitcoin Trust ETF (IBIT), holding only bitcoin itself, has dropped 6.4%. FDIG’s better p...
Michael Burry, known for predicting the 2008 crash, warns the current AI-driven Nasdaq rally resembles the dot-com bubble, signaling a potential 40-50% drop in tech stocks. Bitcoin's price is now closely tied to tech stocks due to institutional inves...
After years of a strict "never sell" stance, Strategy's Executive Chairman Michael Saylor hinted the company might sell some Bitcoin to meet dividend obligations, causing prediction market odds on Polymarket to jump from 30% to over 80%. This shift r...
Shares of Coinbase and MicroStrategy fell 5-6% following a strong rally driven by optimism over the Digital Asset Market Clarity Act. The pullback reflects profit-taking ahead of the weekend and sensitivity to Bitcoin's recent price dip below $79,000...
