StrategyInc.MSTR (formerly known as Microstrategy) gained on Friday after Standard Chartered said recent weakness in bitcoin reflects investor uncertainty over the company's evolving strategy rather than any deterioration in its balance sheet ... ....
Clear communication of that pivot, he wrote, will determine how fast the pressure on BTC lifts. Between 2020 and mid-2025, Strategy’s mNAV — enterprise value divided by the value of its Bitcoin — traded above 1.0 ... JUST IN ... The STRC feedback loop.
Metaplanet (TYO. 3350), Japan’s largest corporate Bitcoin holder, has started a joint study with three partners into Bitcoin-backed credit instruments ... Progmat its own release on the collaboration the same day ... What would the study model do? ... ....
Strategy’s recent bitcoin sales and its formal monetization program have rattled investors, but JPMorgan analysts see a bigger danger to bitcoin. blockchain adoption that routes around public networks and the tokens that ride on them ... ....
MSTR) recent sale of Bitcoin may have been conducted outside the scope of its previously announced $1.25 billion share sale program ... This could affect how the market prices MSTR shares and assesses its exposure to Bitcoin volatility.
Strategy remains under pressure as Bitcoin hovers near $60,000, but recent capital moves have bought the company time, according to Jim Ferraioli, director of crypto research and strategy at the Schwab Center for Financial Research ... ....