Michael Saylor's new essay claims Bitcoin is a better form of money than gold or fiat currency because it combines their advantages while minimizing weaknesses. He explains that good money must preserve value over time and be transferable across borders, which Bitcoin achieves through its digital nature and fixed supply of 21 million coins. Despite Bitcoin's current price volatility and being about 50% below its all-time high, Saylor emphasizes its long-term potential to store wealth better than expandable fiat money. His firm Strategy has shifted from a 'never sell Bitcoin' stance to planning sales in 2026, reflecting a nuanced view of Bitcoin's role as a long-term monetary solution rather than a stable short-term asset.
An analyst initiates coverage of Sandisk with a BUY rating, highlighting the company's exposure to yen costs through its joint venture with Kioxia Holdings in Japan. Although Sandisk does not own its manufacturing fabs, its high margins and cash flow...
Assembly Biosciences maintains a 'Buy' rating due to its advancing drug pipeline and solid cash reserves of $320.4 million, providing financial stability through 2029. Key upcoming catalysts include phase 2 trials for GS-1179 targeting genital herpes...
Institutional investors are showing renewed interest in Bitcoin, with analysts suggesting the market bottom may be near. Despite positive sentiment and regulatory moves by the CFTC and SEC, Bitcoin trading volumes have dropped to multi-year lows, lim...
Cardano's Dijkstra upgrade remains on track, with Phase 1 aiming for mainnet deployment by the end of 2026. This phase includes major features like Linear Leios and Nested Transactions to improve scalability and transaction handling. The second phase...
LandBridge, a major holding in Leo Nelissen's portfolio, is advancing with seven counterparties in late-stage talks for over 10 GW of power and data center projects, expecting revenue by next year-end. The company's produced water business is growing...
