What matters today
Headlines and short briefings we actually use when reading the market — filtered for relevance, not volume.
MicroStrategy’s discretionary USD cash reserves fell 72% to $447.3 million as the firm increased its stock buyback program to $3 billion and continued Bitcoin accumulation. The company purchased $22.1 million in BTC last week.
2 min read
Fundstrat’s head of digital asset strategy, Sean Farrell, sees Bitcoin reaching $95,000‑$100,000 before year‑end despite the MSCI exclusion of Bitcoin‑holding firms, citing limited impact and macro tailwinds.
2 min read
Strategy has conditionally declared daily dividends for its STRC preferred stock, contingent on shareholder approval. The move aims to enhance the security's appeal and maintain a share price near $100.
2 min read
Blue Coin Capital CIO Mike Treidl believes MicroStrategy's shift to perpetual preferred equity will unlock a new phase of Bitcoin accumulation. He details how this structure allows the company to defer payments without default, potentially fueling further BTC purchases.
2 min read
Strategy's STRC preferred stock reached $99.88, its highest close since May, following increased share buybacks that exceeded the company's Bitcoin purchases over a two-week period. The move follows a commitment from Michael Saylor.
1 min read
Strategy (formerly MicroStrategy) spent $192.4 million on repurchasing its STRC preferred shares last week, dwarfing its $21.5 million Bitcoin acquisition of 250 BTC. The company is balancing capital allocation between Bitcoin accumulation and supporting its preferred securities.
2 min read
MicroStrategy executed a $21.5 million Bitcoin purchase between October 5th and 11th, adding 250 BTC to its holdings. The company continues to prioritize BTC as a treasury asset.
2 min read
Investment firm Strategy has increased its Bitcoin holdings with a $21.5 million purchase and repurchased $192 million in STRC preferred stock. The moves signal continued confidence in digital assets.
1 min read
StoneX Senior Equity Research Analyst Mark Palmer revised his MicroStrategy (MSTR) price target to $435, citing the company's strategic buybacks of its preferred stock (STRC) over Bitcoin. Palmer detailed how the $4.9 billion USD Reserve impacts STRC's trajectory.
2 min read
