Strategy's Capital Structure Arbitrage: The Real Story Behind the $132M STRC Buyback
Hook This week, Strategy didn't touch a single Bitcoin. But the real action w...
strategy related articles
Hook This week, Strategy didn't touch a single Bitcoin. But the real action w...
Hook: The Signal the Market Is Misreading Three weeks. That's how long Strate...
The lever snapped at 2 PM on a quiet Tuesday. Strategy, the world's largest...
To hunt the truth, one must first bury the hype. Michael Saylor’s latest...
Most people think a 47% Bitcoin crash wipes out every leveraged position....
MSCI has opened a consultation that could reclassify Strategy (formerly...
MSTR dropped 2% pre-market. The market blinked. A $2.8 billion passive sellof...
The number is clean: 11,549 BTC. The narrative is messy. K33 Research dropped...
The ledger remembers what the hype forgets. On September 30, 2025, the feedba...
On August 14, 2025, a MarketPulse flash note hit my inbox. Two data points,...
Every transaction leaves a scar on the blockchain. This morning, Michael Sayl...
Let's be clear: 5,258 is not a number. It's a dividing line. That's how many...
apital", "article": "We didn't see the sell order coming. That's a lie. Anyon...
Phong Le picked X to break the news. Not a shareholder letter. Not an 8-K...
The anomaly isn't just a glitch in the ticker tape. It's the truth screaming...
When Strategy (formerly MicroStrategy) reported an $8.2 billion unrealized lo...
The market has a short memory. In the depths of 2022, when Bitcoin cratered...
Logic does not bleed; only code fails. But sometimes, the code is not...
Over the past 72 hours, Strategy (formerly MicroStrategy) executed a capital...
Louisiana’s pension fund just added $40 million worth of Strategy stock....
The ledger doesn’t lie, only the narratives do. MicroStrategy — now rebranded...
In a market flooded with video generation demos, Kimi's K3 model launch stood...
In 2020, Michael Saylor placed a bet. $250 million of MicroStrategy's cash in...
Connecting the dots that others ignore or fear. The anomaly isn’t just a...
TD Cowen just slapped a $260 price target on Strategy (MSTR), implying 182%...
The numbers are brutally simple. Strategy, the biggest corporate Bitcoin hold...
Last week, Strategy (STRC) moved 3,588 BTC from its on-chain treasury to an O...
3,588 BTC. $216 million. A single transaction from wallet cluster A3xjg… to...
Fear
Market Sentiment
92 million ARB released
Block reward halving event
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Team and early investor shares released
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$64,469 |
| 1 |
Ethereum
ETH
|
$1,914.2 |
| 1 |
Solana
SOL
|
$76.79 |
| 1 |
BNB Chain
BNB
|
$603.9 |
| 1 |
XRP Ledger
XRP
|
$0.9985 |
| 1 |
Dogecoin
DOGE
|
$0.0700 |
| 1 |
Cardano
ADA
|
$0.1742 |
| 1 |
Avalanche
AVAX
|
$6.35 |
| 1 |
Polkadot
DOT
|
$0.7550 |
| 1 |
Chainlink
LINK
|
$9.51 |