The Bitcoin treasury model is breaking, but Strategy’s isn’t. Here’s why
As Bitcoin treasury bets stumble in 2025, Strategy thrives with disciplined capital, mNAV premiums and long-term focus.
As Bitcoin treasury bets stumble in 2025, Strategy thrives with disciplined capital, mNAV premiums and long-term focus.
Original source
Read on CointelegraphRelated market context
Anthropic’s dramatic model release strategy raises censorship risks, the shift to proprietary AI models is accelerating, and Chinese open source solutions are outperforming US counterparts | All-In Podcast
Chinese open source AI models surpass American counterparts, challenging global competitiveness and raising governance concerns. T...
Strategy’s Michael Saylor commits to raising capital with STRC above par
Saylor's strategy could stabilize STRC's market value, ensuring consistent capital flow for Bitcoin investments, impacting crypto...
THE THIRD RUSH: Where is the “Bitcoin” of the Ai Goldrush?
After months of deep thinking & a lot of discussions with some very smart people, I’ve decided to write an article for the first t...
SpaceX’s $75 Billion IPO at $135 Sparks Fresh Crypto Bets
Key Takeaways: SpaceX’s IPO was priced at $135 a share to raise a record $75 billion. Offering will value the company at about $1....
Bitcoin price faces new risk as big buyers lose conviction
Bitcoin’s largest buyers are no longer behaving like a reliable backstop for the largest cryptocurrency. The exchange-traded funds...
Strategy Stock MSTR Offers Bitcoin Exposure At 18% Discount
Bitcoin Magazine Strategy Stock MSTR Offers Bitcoin Exposure At 18% Discount I’ve been vocal about accumulating Bitcoin aggressive...