Has the bitcoin treasury company bubble popped?
Bitcoin treasury company mania was a unique moment in time in early May 2025. However, shares are now fading as rationality returns.
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Bitcoin treasury company mania was a unique moment in time in early May 2025. However, shares are now fading as rationality returns.
Michael Saylor has made no secret of his BTC accumulation strategy and wants his fans to believe he can accomplish accretive dilution.
A $1,000 investment at the start of the year would have resulted in a $5,300 MetaPlanet position versus $1,270 for MicroStrategy.
Jim Chanos believes that MicroStrategy’s multiple to its BTC holdings will erode over time. Michael Saylor disagrees.
For more than six months, Michael Saylor's MicroStrategy has failed to attain a new high on its BTC premium per share.
Nakamoto CEO David Bailey has explained the circumstances under which he would sell his treasury of bitcoin.
Tether-backed Twenty One's plan to acquire over 42,000 BTC sounds not unlike Michael Saylor's leveraged BTC acquisition strategy.
As centralized entities continue to amass bitcoin (BTC), just two corporations now hold more than Satoshi Nakamoto.
Looking at a chart of BTC when MicroStrategy was buying last week, skeptics think Michael Saylor paid nearly the worst price possible.
If its finances get much worse or BTC keeps sliding, MicroStrategy could be looking at possibly selling some of its coins by next year.