MSTR stock has dropped 22% recently, but the author remains strongly bullish, having increased his position around $85-$90 per share. The company’s shift to a USD reserve policy, buyback authorizations, and controlled Bitcoin sales improve liquidity and capital structure resilience. With a 15-20% net asset value allocation to Bitcoin, volatility is seen as an opportunity, expecting MSTR to outperform as Bitcoin demand and halving events drive future cycles.
Last week, several leveraged ETFs delivered strong returns, with the 2x Solana ETF (SOLT) leading at nearly 48% gains, driven by Solana's network growth and crypto market recovery. ETFs linked to Robinhood (HOOX, ROBN) and MicroStrategy (MSTU, MSTX, ...
Bitcoin bounced back from a recent low near $57,000 following weaker-than-expected June US payroll data, reflecting sensitivity to short-term interest rate expectations rather than a shift in Federal Reserve policy. Despite the rebound, the Fed's Jun...
Peter Schiff criticized President Donald Trump for suggesting Bitcoin could be added to the Trump Accounts savings program for children, claiming it was a favor to crypto donors who have financially supported Trump. Schiff pointed to major crypto bac...
Strategy, formerly MicroStrategy, has shifted from solely accumulating Bitcoin to a more flexible capital management approach. The company, once known for aggressive Bitcoin purchases funded by debt and equity, now balances liquidity, shareholder ret...
Strategy, formerly MicroStrategy, sold $216 million of Bitcoin last week, marking its largest sale since 2020 and signaling a shift away from co-founder Michael Saylor's 'never sell' approach. The sale comes as Bitcoin prices fell 14% in the latest q...
