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MSCI's new 'Non-Operating Companies' rule threatens to remove Strategy from major indexes, risking forced selling of billions in shares. This could weaken Strategy's Bitcoin-buying capacity, adding p…
Strategy (MSTR) has plunged 75% in a year despite holding 846,000 BTC, posting an $8.2B GAAP loss. Analysts remain bullish (14 Buy, 1 Hold) with huge upside targets, but dilution, MSCI removal risk, …
SpaceX reported a $540M paper loss on its 18,712 BTC holdings as Bitcoin fell 33% amid a broader crypto downturn, though SpaceX's core business beat earnings estimates despite soaring AI capex.
Nebius revenue soared 684% YoY to $399M in Q1 2026 on AI infrastructure demand, while Strategy's stock plunged 77% amid Bitcoin's 2026 price decline despite modest 12% software revenue growth.
Strategy (MSTR) suspends Bitcoin purchases to defend its STRC preferred stock, marking a major shift from its 'buy the dip' philosophy. Bitcoin trades near $64,000, down ~50% from highs, pressuring l…
Nakamoto Inc. sold $20 million in bitcoin at a 40% loss, sparking fears of broader sell-offs in the crypto treasury market and potential further price declines below $60,000 in coming weeks.
GameStop pledged nearly all its Bitcoin as collateral for covered call options, revealing a cautious income strategy amid Bitcoin's 45% price drop, signaling downside risk despite retaining economic …
Bitcoin fell nearly 7%, pushing crypto firms like MicroStrategy and BitMine to multi-month lows amid growing pressure on crypto treasury strategies and significant unrealized losses despite recent la…
GameStop’s Q3 revenue fell short of estimates, with Bitcoin holdings causing unrealized losses. The company’s digital asset strategy failed to boost shares amid declining physical game sales and caut…
MSCI plans to exclude crypto-heavy treasury companies from indexes, potentially triggering selling pressure and adding volatility to Bitcoin and related assets amid concerns over valuation challenges…
Grant Cardone launches a hybrid real estate and Bitcoin fund, combining stable rental income with BTC exposure, aiming for a public listing to create a cash-flow-backed digital asset vehicle amidst c…
Trump Media & Technology Group reported a $54.8 million loss mainly from bitcoin write-downs, holding over 11,500 BTC valued above $1.3 billion, reflecting high volatility impacting its financials de…
Analysts warn crypto treasuries and corporate crypto holdings risk a dotcom-style shakeout; forced selling could trigger sharp Bitcoin declines, though disciplined firms with revenues may buy discoun…
Smart Digital Group announced a diversified crypto fund for Bitcoin and Ethereum, but shares plunged over 86% after investors cited unclear fund size, financing and partners amid rising regulatory sc…
Bitcoin has printed successive new highs and outperformed while crypto-treasury companies plunged, losing up to 97%, creating mNAV compression and forced-selling concerns that could pressure markets.
Digital asset treasury firms’ aggressive crypto accumulation faces strain as mNAVs plunged three months, eroding buying power, triggering DAT equity sell-offs, and constraining future corporate purch…
The Smarter Web Company plans to buy struggling competitors to expand its 2,470 BTC treasury as its stock plunged; analysts warn bankruptcy discounts are smaller after liabilities, and UK cETNs may s…