Strategy Inc's four perpetual preferred shares have seen exceptional demand, with STRC alone oversubscribed five times, raising $2.5 billion. This strong institutional interest supports the company's shift toward a Bitcoin bank model, justifying a long-term market NAV premium. Despite Bitcoin and Strategy's shares lagging the recent equity rally, this creates a rare buying opportunity with a price target of $480–$500 based on a re-rating to a 2.80x market NAV premium. The main risk is that prolonged Bitcoin declines could trigger liquidation due to the company's growing financial obligations, making this a pure Bitcoin bullish investment thesis.
MicroStrategy, now known as Strategy, has seen its shares fall 54.45% over the past year due to large unrealized Bitcoin losses and volatile market conditions. Despite this, the stock has rebounded 43.36% in the last month, with a 24/7 Wall St. price...
Strategy, Inc. has introduced four perpetual preferred shares (STRXs) aimed at investors seeking Bitcoin exposure without owning crypto directly. STRF and STRD are recommended buys for their attractive 10%+ yields, with STRF offering higher liquidati...
Peter Brandt forecasts Bitcoin reaching $300,000 to $500,000 by late 2029, linked to increased bank liquidity into hard assets. The T-Rex 2X Long MSTR Daily Target ETF (MSTU) offers a highly leveraged way to gain exposure to Bitcoin via MicroStrategy...
Circle Internet Group's stock surged 16% after reporting Q1 2026 earnings that beat EPS expectations and showed strong operational growth, including a 39% rise in USDC circulation and a 263% increase in transaction volume. The $222 million ARC Token ...
Strategy, led by Executive Chair Michael Saylor, purchased $43 million worth of bitcoin last week, acquiring 535 bitcoins at an average price of $80,340 each. This move marks a resumption of bitcoin buying after a brief pause earlier in 2026. Saylor ...
