Behind Strategy’s mNAV Debate: Leverage, Risk, and Bitcoin
Strategy, formerly Microstrategy, faces intense scrutiny after investors claim it abandoned a key safeguard against share dilution, reigniting debates over the premium valuation of its bitcoin-heavy treasury. MSTR’s mNAV...
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Older archive item. Useful for background and entity history, but not a fresh market-moving signal.
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This bitcoin story adds another data point to the current market tape and is useful when read alongside nearby source coverage.
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Over $10 billion in leveraged Bitcoin shorts stack up near $83K, raising squeeze risk
The significant accumulation of leveraged Bitcoin shorts heightens market volatility, potentially triggering a cascading short squ...
Amundi Boosts Strategy (MSTR) Stake 44% to $291 Million as Shares Slide
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Strategy (MSTR) Adds 1,036 Bitcoin for $81.9 Million as Holdings Slip Below Cost
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Strategy Buys $82M in Bitcoin but Spends $188M on Preferred Share Buybacks
Strategy’s Bitcoin purchase came with a bigger transaction hiding in plain sight. Michael Saylor’s company bought about $82 millio...
Strategy Buys 1,036 BTC but Spends More Repurchasing Its Preferred Stock Just Under $100
Strategy spent $188.3 million buying back its own STRC preferred stock in the week ended Nov. 8, more than twice the $81.9 million...
Schroders Emerging-Market Bond Strategy Moves Onto Solana Through Centrifuge
TL;DR: Schroders is bringing an emerging-market bond strategy into the tokenized fund market through Centrifuge on Solana. The Nov...