Microstrategy - Febspot

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Microstrategy

A collection of 19 posts

Binance buys 1,315 BTC in first $100M step of $1B SAFU-to-Bitcoin plan — Assets.beincrypto.com

Binance buys 1,315 BTC in first $100M step of $1B SAFU-to-Bitcoin plan

On February 2, on-chain data confirmed Binance executed the first Bitcoin purchase under its newly announced $1 billion SAFU conversion plan, acquiring 1,315 BTC worth about $100.7 million as Bitcoin traded below the $80,000 level. BeInCrypto reported the SAFU Fund address received 1,315 BTC and Binance

MicroStrategy signals more Bitcoin buys, hikes STRC dividend to 11.25% — Assets.beincrypto.com

MicroStrategy signals more Bitcoin buys, hikes STRC dividend to 11.25%

MicroStrategy signaled on Sunday it may buy more Bitcoin and raised the dividend on its Series A Perpetual Stretch Preferred Stock (STRC) by 25 basis points to 11.25% for February 2026, posting a graphic captioned “More Orange” on X, Executive Chairman Michael Saylor shared. The enterprise software firm-turned-Bitcoin treasury

Crypto sell-off drags Strategy and BitMine stocks; BitMine faces ~$3.8B unrealized loss — Assets.beincrypto.com

Crypto sell-off drags Strategy and BitMine stocks; BitMine faces ~$3.8B unrealized loss

Crypto market capitalization fell 6% over the past 24 hours, dragging down crypto-heavy treasury firms including Strategy (formerly MicroStrategy) and BitMine, BeInCrypto reported. Bitcoin fell 6.7% and Ethereum 7.6%, with both sliding to two-month lows in early Asian trading on Binance. Shares of Strategy dropped sharply, with Google

Strategy buys 22,305 Bitcoin in largest purchase since November 2024 — Assets.beincrypto.com

Strategy buys 22,305 Bitcoin in largest purchase since November 2024

Beincrypto reported that Strategy (formerly MicroStrategy) purchased 22,305 Bitcoin for about $2.13 billion, its largest acquisition of the asset since November 2024. The transaction, carried out on Monday, brought Strategy’s total holdings to 709,715 Bitcoin and followed two earlier acquisitions in January. The company disclosed an

Louisiana pension reports $3.2M MicroStrategy stake — Assets.beincrypto.com

Louisiana pension reports $3.2M MicroStrategy stake

Beincrypto reports the Louisiana State Employees’ Retirement System disclosed a $3.2 million position in MicroStrategy, holding 17,900 shares, which Bitcoin Treasuries cited as roughly 0.2% of the fund’s $1.56 billion portfolio in a recent 13F filing. MicroStrategy holds more than 687,000 BTC, and supporters

Samson Mow predicts Elon Musk will 'go hard' into Bitcoin in 2026 — Images.cointelegraph.com

Samson Mow predicts Elon Musk will 'go hard' into Bitcoin in 2026

Jan3 founder Samson Mow said on X that he expects billionaire investor Elon Musk to “go hard into BTC” in 2026. Mow’s comment was one of several bold Bitcoin predictions he made for 2026, including a forecast that Bitcoin will reach $1.33 million in 2026 — about a 1,

MSCI cap on new MicroStrategy shares tied to major Bitcoin drop, critics say — Assets.beincrypto.com

MSCI cap on new MicroStrategy shares tied to major Bitcoin drop, critics say

Beincrypto reported MSCI's October 2025 index proposal on crypto-heavy firms was followed by an $18,000 drop in Bitcoin, an approximately $900 billion market loss and a 31% quarterly decline. MSCI will no longer include newly issued shares from companies such as MicroStrategy (MSTR) in its indexes, removing

Fed high-yield distress index hits record low as liquidity bypasses Bitcoin — Assets.beincrypto.com

Fed high-yield distress index hits record low as liquidity bypasses Bitcoin

Beincrypto reports the New York Federal Reserve's high-yield distress index has fallen to 0.06, an all-time low, indicating the healthiest corporate borrowing conditions on record. The index, which tracks liquidity conditions, market functioning and the ease of corporate borrowing, plunged from readings above 0.60 during the

CryptoQuant says on-chain metrics show Bitcoin entered bear market in Nov 2025 — Assets.beincrypto.com

CryptoQuant says on-chain metrics show Bitcoin entered bear market in Nov 2025

Beincrypto reported that CryptoQuant’s head of research, Julio Moreno, said in a podcast episode that on-chain metrics show Bitcoin entered a bear market in November 2025 and that downside is likely through 2026. Moreno said "Basically every on-chain metric or market metric confirms that we are in a

MSCI Keeps MicroStrategy in Indexes but Freezes Future Passive Inflows — Assets.beincrypto.com

MSCI Keeps MicroStrategy in Indexes but Freezes Future Passive Inflows

MSCI will retain MicroStrategy and other Digital Asset Treasury Companies (DATCOs) in its global equity indexes, the outlet Beincrypto reported, a move that averts an immediate forced-selling event but restricts index-driven inflows. MSCI said it would not proceed with a proposal to exclude DATCOs during the February 2026 review, but

Gemini executive forecasts institutional reshaping of crypto in 2026 — Assets.beincrypto.com

Gemini executive forecasts institutional reshaping of crypto in 2026

Beincrypto reports that Patrick Liou, Gemini’s Director of Institutional, shared five predictions he says will mark a structural break for crypto markets in 2026. Liou argues Bitcoin’s traditional four‑year cycle is ending as ETFs, institutional custody and deeper derivatives markets absorb supply shocks; Bitcoin is now roughly

MicroStrategy Shares Fall 5% After $118M Bitcoin Purchase — Assets.beincrypto.com

MicroStrategy Shares Fall 5% After $118M Bitcoin Purchase

Beincrypto reports MicroStrategy’s stock fell another 5% on Tuesday after the company purchased $118 million in Bitcoin, extending a months-long slide despite a brief early-week bounce. On Monday the firm said it acquired 1,287 Bitcoin, increasing its reserve to 673,783. The stock peaked at $167.24, slid

MicroStrategy’s mNAV Premium Collapses Near Parity as Losses Raise Questions — Assets.beincrypto.com

MicroStrategy’s mNAV Premium Collapses Near Parity as Losses Raise Questions

Beincrypto reports MicroStrategy’s mNAV premium has collapsed to near parity, cited at about 1.03–1.04x, erasing the valuation cushion that previously supported its Bitcoin-funded capital raises. Previously trading at premiums above 2x and at times 2.5x, the premium allowed the firm to issue equity, convertibles and

MicroStrategy uses STRC preferreds near $100 to fund Bitcoin purchases — Assets.beincrypto.com

MicroStrategy uses STRC preferreds near $100 to fund Bitcoin purchases

Beincrypto reports MicroStrategy is again leveraging its STRC preferred shares as STRC nears the $100 mark, a move that lets the company raise capital via at-the-market (ATM) sales while limiting dilution of common shares. Analysts say STRC functions as a leveraged Bitcoin play: preferred dividends help fund additional BTC accumulation

XRP jumps 9% as Bitcoin nears $95,000 high — Cdn.sanity.io

XRP jumps 9% as Bitcoin nears $95,000 high

XRP rose about 9% on Monday, leading crypto gains as bitcoin climbed to its highest level since mid-November, reaching roughly $94,400 and bringing it closer to the $95,000 mark during the trading session. Bitcoin gained more than 3% in the session, its largest percentage advance in over a

Bitcoin Tops $90,000 as U.S. Buying Returns; Tax‑Loss Selling Eases — Cimg.co

Bitcoin Tops $90,000 as U.S. Buying Returns; Tax‑Loss Selling Eases

Bitcoin climbed above $90,000 in New York trading, reaching $90,742 as selling pressure tied to fourth‑quarter tax‑loss harvesting eased. Market watchers said MicroStrategy’s Dec. 29 purchase helped support the recent range, while resistance sits near $92,500. CoinGlass data showed futures open interest at $130

Strategy shares slide for six months, falling far more than bitcoin — Cdn.sanity.io

Strategy shares slide for six months, falling far more than bitcoin

Strategy (MSTR) shares fell for six consecutive months from July through December 2025, the first such streak since the firm adopted bitcoin as a treasury asset in August 2020, crypto analyst Chris Millas noted in a Jan. 1 post on X. Millas attached a chart showing uninterrupted monthly losses in

Michael Saylor’s Bitcoin Strategy Nears 'Danger Zone' as mNAV Approaches 1 — Cimg.co

Michael Saylor’s Bitcoin Strategy Nears 'Danger Zone' as mNAV Approaches 1

Michael Saylor’s strategy has seen its market net asset value (mNAV) hover around 1.0 as the stock has slid 66% since July, raising concerns that mNAV could slip below 1 and prompting investors to consider whether direct Bitcoin holdings offer cheaper exposure. The firm currently holds 672,497

Bitcoin Tops $90K as U.S. Buying Returns and Tax-Drag Eases — Cimg.co

Bitcoin Tops $90K as U.S. Buying Returns and Tax-Drag Eases

Bitcoin climbed above $90,000 in New York trading, reaching $90,742 as fourth-quarter sell pressure tied to tax-loss harvesting eased. CoinGlass data shows futures open interest at $130 billion. MicroStrategy’s Dec. 29 purchase helped support the current range, while resistance sits near $92,500. Polymarket places the odds