— Michael Saylor, MicroStrategy
Strategy earnings puts tiny STRC front and center
Strategy released its Q3 earnings yesterday, spending vast amounts of time on its newest, (and relatively small) preferred stock, STRC.
Results for Crypto, MicroStrategy
184 stories, newest first
— Michael Saylor, MicroStrategy
What to expect on Strategy’s Q3 earnings call today
Strategy is reporting earnings today after the market close. Here are the top seven things investors expect to learn.
CHART: mNAV down across bitcoin treasury companies
The premium that investors are paying for BTC treasury companies continues to decline. In other words, mNAV compression is real.
— Michael Saylor, MicroStrategy
Strategy hasn’t sold any STRC through ATM since July
Michael Saylor has been particularly optimistic about expanding STRC domestically and abroad, yet his STRC ATM sales to date are $0.
Strategy gains $8B in market cap after IRS waiver
The IRS said that Strategy can disregard unrealized gains and losses on digital asset holdings when computing income subject to the 15% CAMT.
— Michael Saylor, MicroStrategy
Strategy fails to list options on its flagship preferred, STRK
Options are trading for every type of share at Michael Saylor’s Strategy, except for the company’s first and most bullish preferred share.
MSTR outperformed bitcoin on just 22 days in the past year
MSTR investors have grown accustomed to outperforming BTC, but they've actually underperformed it for 90% of the past year.
— Michael Saylor, MicroStrategy
Michael Saylor was selling MSTR ahead of S&P 500 decision
Strategy was selling hundreds of millions of dollars worth of MSTR ahead of the company’s disappointing S&P 500 Index news.
How Nasdaq spooked Strategy and crypto treasury stocks
Nadsaq may tighten transparency rules to ensure that shareholders are aware of dilutive stock offerings to buy volatile crypto assets.
— Michael Saylor, MicroStrategy
Michael Saylor diluted MSTR by $735.2 million after saying he wouldn’t
Since revoking his promise not to dilute MSTR to buy BTC between 1-2.5X mNAV, Michael Saylor has diluted by another $735.2M.