# Сопутствующие статьи по теме MicroStrategy

Новостной центр HTX предлагает последние статьи и углубленный анализ по "MicroStrategy", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Crypto Morning Brief: OpenSea Delays SEA Token Launch, YZi Labs Leads $52M Investment in Silicon Valley AI Robotics Firm RoboForce

**Crypto Morning Brief: Key Market Developments** The U.S. SEC has proposed limiting Rule 15c2-11 to equity securities, excluding crypto assets. A suspected hacker manipulated THE token's value, causing over $2.15M in bad debt on Venus Protocol and profiting over $5.07M. OpenSea delayed its $SEA token launch due to market conditions, offering fee refunds and a 60-day zero-fee period. Crypto firm BlockFills filed for Chapter 11 bankruptcy, citing liabilities up to $500M. MicroStrategy purchased an additional 22,337 BTC, raising its total holdings to 761,068 BTC. Bitmine increased its ETH holdings to 4.6M, with total crypto and cash assets reaching $11.5B. Metaplanet plans to raise $234M via warrants to buy more BTC. YZi Labs led a $52M investment in AI robotics firm RoboForce. Crypto wealth platform Abra aims to go public via a $750M SPAC merger. Additional coverage includes market analysis, regulatory shifts, and the growing institutionalization of DeFi.

marsbit03/17 01:06

Crypto Morning Brief: OpenSea Delays SEA Token Launch, YZi Labs Leads $52M Investment in Silicon Valley AI Robotics Firm RoboForce

marsbit03/17 01:06

‘Stretch the orange dots’ – Saylor hints Strategy’s Bitcoin spree isn’t over

Michael Saylor, through his recent social media post "Stretch the orange dots," has signaled that his company, MicroStrategy, plans to continue its aggressive accumulation of Bitcoin. The "orange dots" refer to the company's individual BTC purchases, which now total 102 events. MicroStrategy is the largest corporate Bitcoin holder, with 738,731 BTC (approx. 3.5% of total supply) acquired at an average price of ~$75,863. The company employs a leveraged financial strategy, raising capital by issuing new shares or convertible debt to fund further Bitcoin purchases. This approach is praised by supporters as visionary but criticized by others, including Peter Schiff, as a high-risk gamble dependent entirely on Bitcoin's long-term price appreciation. Analysts note that if the current pace continues, MicroStrategy's holdings could surpass the estimated coins belonging to Satoshi Nakamoto by 2027. The success or failure of this strategy is ultimately tied to the future value of Bitcoin.

ambcrypto03/16 18:37

‘Stretch the orange dots’ – Saylor hints Strategy’s Bitcoin spree isn’t over

ambcrypto03/16 18:37

February Marks First Drop For Bitcoin Treasuries: Sales Outnumber Purchases By 800 BTC

A recent report from Bitcointreasuries.net reveals a significant shift in February, as Bitcoin treasuries from public companies experienced their first net decrease, with sales outpacing purchases by approximately 800 BTC. While companies bought around 7,800 BTC (worth $522M), led predominantly by MicroStrategy (now Strategy) with 5,075 BTC, they collectively sold or reduced holdings by 8,600 BTC. This resulted in a net monthly reduction and a drop in the total dollar value of holdings from $102B to $78B, reflecting Bitcoin's price decline. Despite Strategy’s continued dominance—holding 717,722 BTC—and overall quarterly gains of 62,000 BTC, increased selling activity and new sale approvals suggest potential further reductions ahead. BTC traded at $71,090 at the time of writing.

bitcoinist03/14 14:31

February Marks First Drop For Bitcoin Treasuries: Sales Outnumber Purchases By 800 BTC

bitcoinist03/14 14:31

Michael Saylor Rejects Boris Johnson’s Ponzi Scheme Claim on Bitcoin

Following criticism from former UK Prime Minister Boris Johnson, who labeled Bitcoin and cryptocurrencies as a "giant Ponzi scheme," prominent advocates Michael Saylor and Eric Trump defended the digital asset. Johnson argued that cryptocurrency values depend on continuous new investor demand, comparing it to a scheme where early investors profit from later entrants. He shared an anecdote of a village investor who lost nearly £20,000 after initial promises of high returns. Saylor, executive chairman of MicroStrategy, rejected the Ponzi scheme claim, emphasizing Bitcoin's transparent monetary system, decentralized nature, and cryptographic verification. Eric Trump highlighted Bitcoin’s global adoption and resilience since 2009. Supporters point to Bitcoin’s limited supply of 21 million coins and its decentralized network as key strengths, contrasting with Johnson’s skepticism about its intrinsic value. The debate reflects ongoing global discussions about digital currency's role in finance.

TheNewsCrypto03/14 13:22

Michael Saylor Rejects Boris Johnson’s Ponzi Scheme Claim on Bitcoin

TheNewsCrypto03/14 13:22

KuCoin Launches 24/7 Stock Index Perpetual Contracts Featuring Tesla and MicroStrategy

KuCoin has launched 24/7 Stock Index Perpetual Contracts, starting with Tesla (TSLAUSDT) and MicroStrategy (MSTRUSDT). These synthetic derivatives allow round-the-clock trading with entry from just $1 USDT. They feature institutional-grade pricing, session-aware mark pricing, and EMA-based smoothing to reduce volatility risks around traditional market hours. The product aims to bridge TradFi and crypto by offering continuous, accessible cross-asset trading without actual stock ownership. KuCoin CEO highlighted the move as part of their Trust-First strategy to provide robust, real-time risk management. Availability may be restricted in some jurisdictions, and trading carries significant risk.

TheNewsCrypto03/13 22:10

KuCoin Launches 24/7 Stock Index Perpetual Contracts Featuring Tesla and MicroStrategy

TheNewsCrypto03/13 22:10

Buy BTC or MSTR? Analyzing the Capital Flywheel of MicroStrategy

MicroStrategy's mNAV (market cap to Bitcoin holdings ratio) has compressed to near parity, sparking debate about whether the premium will re-expand. The core argument centers on the company's ATM equity issuance strategy. Critics view it as shareholder dilution, while supporters see it as rational Bitcoin accumulation. However, both miss the deeper strategic shift: MicroStrategy is building a layered capital structure that operates differently across mNAV regimes. At ~1x mNAV (current phase), equity issuance is used to buy Bitcoin directly, justified by long-term undervaluation. In high mNAV regimes (3-4x+), equity becomes a tool to repay debt from preferred securities, not just acquire Bitcoin. The introduction of preferred stock attracts yield-seeking investors, creating a continuous funding source for Bitcoin purchases but also dividend obligations. The ATM acts as a proactive de-leveraging tool, building equity ahead of future payment needs. mNAV expansion may return not only from Bitcoin price appreciation but also from the market valuing MicroStrategy as a scalable Bitcoin capital markets platform. The company is evolving from a Bitcoin treasury into a financial engine with distinct investor segments: yield investors in preferred securities and growth investors in equity. This could form a self-reinforcing "capital flywheel": preferred demand funds Bitcoin buys, equity demand values platform growth, and Bitcoin appreciation strengthens the balance sheet. The discussion may shift from *if* mNAV premium returns to *how large* this financial platform can become.

marsbit03/13 11:08

Buy BTC or MSTR? Analyzing the Capital Flywheel of MicroStrategy

marsbit03/13 11:08

Strategy’s 101st Bitcoin buy: How will corporate treasury demand reshape BTC?

MicroStrategy's Bitcoin accumulation strategy, initiated in August 2020, has grown to approximately 720,737 BTC by early 2026, with an average acquisition cost of around $75,985. The company’s consistent purchases through both bull and bear markets reflect a long-term treasury allocation rather than short-term trading. Corporate adoption, led by firms like MicroStrategy, MARA, and Metaplanet, is reshaping Bitcoin’s supply dynamics. By March 2026, 193 public companies collectively held over 1.138 million BTC, representing more than 5.4% of the total supply. This institutional accumulation reduces exchange liquidity and tightens circulating supply, reinforcing Bitcoin’s scarcity. While large corporate buys once caused immediate price rallies, their direct market impact has softened, with recent purchases coinciding with price stability rather than sharp increases. The growth of U.S. Spot ETFs, with $55 billion in cumulative inflows, further anchors institutional demand. This structural shift toward treasury-driven accumulation may lead to increased price volatility and greater ownership concentration among long-term holders.

ambcrypto03/09 17:02

Strategy’s 101st Bitcoin buy: How will corporate treasury demand reshape BTC?

ambcrypto03/09 17:02

Here’s How Much Saylor’s Strategy Makes Every Time Bitcoin Goes Up By $1,000

Michael Saylor's company, MicroStrategy (now Strategy), continues its aggressive Bitcoin accumulation, holding 720,737 BTC. A recent analysis highlights that for every $1,000 increase in Bitcoin's price, the company's holdings gain approximately $720 million in value. Conversely, the same amount is lost for every $1,000 drop. Despite a recent purchase of 3,015 BTC at $67,700, the company's average purchase price is $75,985 per BTC. With Bitcoin trading below $74,000, the company's total investment of $54.77 billion is currently at a 4% loss, valued at around $52.49 billion. The company's stock has also declined 14.77% year-to-date.

bitcoinist03/05 17:02

Here’s How Much Saylor’s Strategy Makes Every Time Bitcoin Goes Up By $1,000

bitcoinist03/05 17:02

Bitcoin Just Got A $200 Million Vote Of Confidence From Saylor’s Strategy

MicroStrategy, led by Michael Saylor, has made its 101st Bitcoin purchase, acquiring 3,015 BTC for approximately $204 million at an average price of $67,700 per coin. This brings the company's total holdings to 720,737 BTC, acquired at an average cost of about $75,985 per Bitcoin. The purchase slightly lowered the firm's overall cost basis. Funding was raised through the sale of common and preferred stock, a strategy that has drawn both support for its bullish Bitcoin stance and concern over shareholder dilution. As the largest known corporate Bitcoin holder, MicroStrategy continues to signal strong long-term confidence in Bitcoin, though its substantial exposure ties its financial health closely to crypto market volatility.

bitcoinist03/03 09:32

Bitcoin Just Got A $200 Million Vote Of Confidence From Saylor’s Strategy

bitcoinist03/03 09:32

The Most Short-Sell Targeted Company on Wall Street: How to Play 'Digital Credit' with Bitcoin?

Financial Times' Alphaville column reported that MicroStrategy holds the highest short interest (14% of market cap) among S&P 500 companies, ranking as Wall Street's most shorted stock. Despite crypto's mainstream adoption, critics like former Merrill Lynch executive Craig Coben argue that MicroStrategy’s business model—aggressively buying Bitcoin using raised capital and issuing high-yield perpetual preferred shares ("digital credit")—lacks sustainable cash flow and depends entirely on continuous financing and Bitcoin's perpetual appreciation. CEO Michael Saylor positions Bitcoin as "digital capital," the foundation for a broader monetary system including digital credit and currency. The company claims it can sustain this model unless Bitcoin falls below $8,000 for 4-5 years—a scenario that would cripple the entire crypto industry. While short-term liquidity isn’t imminently at risk, skeptics view MicroStrategy as an ideal hedge against Bitcoin downside. Saylor’s ambition to build a new monetary system using the very dollar he aims to disrupt illustrates the paradoxical nature of the strategy, which remains deeply tied to Bitcoin’s volatile price movements.

比推02/27 13:22

The Most Short-Sell Targeted Company on Wall Street: How to Play 'Digital Credit' with Bitcoin?

比推02/27 13:22

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