The Index Gate: Why MSCI's 'Non-Operating' Ruling Is the First Real Stress Test on Strategy's Bitcoin Balance Sheet
We mined liquidity while the code slept. That line has followed me through...
microstrategy related articles
We mined liquidity while the code slept. That line has followed me through...
Strategy Bought $21.5M of BTC and Retired $192M of STRC: Read the Ratio Over...
On an otherwise unremarkable filing day, Strategy disclosed that it had...
Tracing the code back to its chaotic genesis, the strangest thing in Strategy...
The Hook: A Small Number Under a Big Headline 950 bitcoin. Seventy-six millio...
The tape is bleeding, but the story isn't in the red numbers themselves. It's...
The data presents a split screen. One side: a bullish call for Bitcoin at...
On August 25th, Strategy (formerly MicroStrategy) completed a capital raise o...
On August 25, the market woke up to a paradox. Strategy, the world's largest...
In the quiet of the bear, we count the coins. But in the noise of a bull...
Ignore the 11% pop in ASST. Look at the cost basis. Strive just paid $81.5...
The number landed on August 24 with the quiet finality of a block confirmatio...
On August 24, 2025, Strategy—the company formerly known as MicroStrategy—sold...
The market treats a $2 billion stock buyback as a routine capital return even...
The announcement landed with the muted thud of a routine filing. Strive Asset...
Tracing the trail from the 2021 NFT peaks to today's sideways chop, I've...
On June 28, 2025, the U.S. Office of Government Ethics published Donald Trump...
Hook: The Metric Anomaly Most people see a headline: MicroStrategy books $1.4...
Tweet 1: The ledger shows $1.4 billion in unrealized profit on MicroStrategy’...
Over the last 90 days, the correlation between Bitcoin and the largest mining...
Over the past 12 months, two publicly traded companies reported a combined $6...
Over the past 48 hours, I've seen the same headline flash across my terminal...
A single line of logic can unravel a thousand lies. On March 15, 2025, Tesla’...
On August 20, 2025, the US crypto equity market lit up. ABTC surged 17.87%,...
The live broadcast began with a mundane technical glitch—a brief audio delay...
Over the past 48 hours, a single unsubstantiated claim has sent tremors throu...
Chasing the ghost of value in a decentralized void, we often mistake the...
Renaissance Technologies just dropped $40M on Strategy shares. The quant fund...
Over the past year, Bitcoin dropped 47%, yet one of Strategy’s preferred...
The chart you are looking at is already outdated. Bitcoin dropped 47% in a ye...
Hook: Norway’s sovereign wealth fund just did something that looks like a...
Hook: The Metric Anomaly Seventy-two million dollars. That is the number the...
Canada's National Bank just doubled its position in Strategy (MSTR) to $116...
The ledger remembers what the headline forgets. For Strategy (née...
The most interesting sound in corporate finance right now is not the roar of ...
In the quiet corridors of macro-finance, a familiar Cassandra has raised his...
The ledger remembers every trembling hand. On March 11, 2026, Strategy...
MicroStrategy just authorized a $1.25 billion stock sale. Michael Saylor is i...
The number is clean. Elegant, even. A 3.3% annual Bitcoin appreciation rate...
Hook: The Signal in the Noise On a Tuesday morning, the crypto market woke to...
On an unremarkable Thursday, Strategy — the corporate standard-bearer of...
On January 13, 2025, Strategy (née MicroStrategy) executed its second Bitcoin...
I remember the Zilliqa sharding epiphany. In 2017, while the crowd chased...
The blockchain doesn't lie, but the headlines often do. I cracked open the...