you know, Micro Strategy, you're right. He he went from a, you know, just a a few billion dollar market cap to over $15 billion market cap now. And he did that just by borrowing money and buying Bitcoin with it.Now, he's got over 550,000 Bitcoin on his balance sheet now. So, he kind of stands alone in that category. So when you have other companies who are doing the same thing whether it's Similar Scientific or we just heard about um you know Cander Equity Partners teaming up uh with Jack Mers and doing uh ...

LATEST: 💰 Strategy bought another 855 BTC at an average price of $87,974 per coin, bringing its total holdings to 713,502 BTC after Bitcoin briefly dipped below the firm's $76,052 average cost basis. https://t.co/FqLTTvMZmM ...

RT Santiment (@santimentfeed)🗣️ According to social data, these are the coins seeing the biggest interest Monday:🪙 Bitcoin $BTC: market behavior, investment strategies, and its role in crypto and financial markets. Reddit highlights Bitcoin's price volatility, institutional involvement, and long-term investment perspectives. Telegram texts focus on BTC-related flash financial products and trading services on wallets like Binance and MetaMask. Twitter reports significant Bitcoin acquisitions by Strategy, led ...

MSTR Stock Tumbles as Bitcoin Price Sinks. Strategy Is Doubling Dow on Its Bet. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Strategy Stock Drops as Bitcoin Price Sinks. MSTR Is Doubling Down on Its Bet.By [Mackenzie Tatananni]and [Callu ...

Core Insights - Strategy (MSTR) is expected to report its fourth-quarter 2025 results on February 5, 2026, with a consensus revenue estimate of $119.6 million, reflecting a 0.91% decline year-over-year [1] - The consensus earnings per share (EPS) is projected at $46.02, a significant recovery from a loss of $3.20 per share in the same quarter last year [1][6] - The company has shown an impressive average earnings surprise of 6,210.41% over the trailing four quarters [2] Financial Performance Expectations - The fourth-quarter performance is anticipated to benefit from strong Bitcoin-driven earnings and disciplined capital deployment, with Bitcoin holdings increasing to approximately 712,647 BTC by the end of January 2026 [4] - The growth of the preferred securities platform has supported capital inflows, enhancing resources for Bitcoin purchases and reducing reliance on convertible financing [5] - Strategy's first-ever S&P credit rating has expanded access to larger pools of institutional capital, improving liquidity and reducing financing risks [6][7] Market Position and Valuation - MSTR shares have declined 43.4% over the past three months, underperforming the Finance sector's 4.3% gain and other Bitcoin proxies [9] - The stock is considered overvalued, with a forward 12-month price/sales ratio of 86.73X, significantly higher than industry peers [12] - Despite improving financial fundamentals, the stock's performance remains closely tied to Bitcoin price volatility and broader market conditions [17] Strategic Considerations - The company aims for a 30% Bitcoin yield and a $20 billion gain in Bitcoin value for 2025, reflecting a commitment to disciplined capital deployment [16] - Continued weakness in legacy software revenues increases dependence on Bitcoin performance, which may affect operating stability [8] - Holding the stock is currently viewed as the most prudent approach due to high valuation levels and earnings volatility tied to Bitcoin prices [18]

🗣️ According to social data, these are the coins seeing the biggest interest Monday:🪙 Bitcoin $BTC: market behavior, investment strategies, and its role in crypto and financial markets. Reddit highlights Bitcoin's price volatility, institutional involvement, and long-term investment perspectives. Telegram texts focus on BTC-related flash financial products and trading services on wallets like Binance and MetaMask. Twitter reports significant Bitcoin acquisitions by Strategy, led by Michael Saylor, signaling ...

Core Insights - A significant decline in bitcoin prices is impacting major buyers, particularly Strategy, which is the largest publicly traded holder of bitcoin [2][3] Company Overview - Strategy has not sold any of its bitcoin since its first purchase in August 2020, accumulating a total of 713,502 coins at an average price of approximately $76,000 per coin [4][7] - The company's shares have dropped over 2%, reaching levels not seen since 2024, indicating market concerns about its bitcoin investments [2] Market Context - The price of bitcoin has recently fallen to around $78,000, raising concerns about the sustainability of Strategy's purchases, as further declines could lead to losses [2][5] - Other crypto-linked stocks, including Coinbase, Circle, Gemini, and BitMine, have also experienced declines of 3% or more, reflecting broader market challenges [2] Investor Sentiment - The treatment of Strategy in the current market serves as a barometer for crypto sentiment, with analysts expressing concerns about the company's future as bitcoin prices fluctuate [3][7] - Experts suggest that bitcoin may have reached a "value zone" that could attract investors, but there are predictions of potential further declines to as low as $40,000 [5]

Strategy's Bitcoin Bet Dips Underwater as Firm Adds to $56 Billion BTC Stashhttps://t.co/HVpKJBxuxQ ...

Michael Saylor, the outspoken Bitcoin (BTCUSD) advocate and executive chairman of Strategy (MSTR) (formerly known as MicroStrategy), kicked off his aggressive accumulation strategy in 2020 when BTC hovered around $11,000. Undeterred by volatility, he ramped up purchases through bull and bear markets, amassing holdings even as the cryptocurrency was soaring to a peak above $126,000 last October. Today, Strategy owns 712,647 Bitcoin with an average purchase price of $76,037. But overnight, Bitcoin plunged ...

hahahah HOWWWWWW do you always buy so expensiveMichael Saylor (@saylor):Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC https://t.co/tYTGMwPPUF ...