Strive, a Nasdaq-listed company holding nearly 20,000 Bitcoin on a debt-free balance sheet, is open to selling Bitcoin if it benefits shareholders but aims to remain a net buyer overall. CEO Matt Cole emphasizes outperforming Bitcoin itself rather than just holding it. The company uses structured financial products to fund Bitcoin purchases without selling holdings and targets a Bitcoin price of $120,000 by the end of 2026. Strive's conservative, debt-free approach contrasts with leveraged competitors, but investors should watch the sustainability of its 13% preferred stock dividend and potential future Bitcoin sales.
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...
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 bord...
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...
Harvard Management Company stopped reducing its Bitcoin ETF holdings in Q2, maintaining 3.04 million shares of BlackRock’s iShares Bitcoin Trust valued at $101.4 million. This pause follows two quarters of significant cuts totaling over 60%. Meanwhil...
