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Strategy (MSTR) Opposes Bitcoin Rule Changes As Saylor Steps Into Governance Debate
Simply Wall St.14d agoneutral
Strategy (MSTR) Opposes Bitcoin Rule Changes As Saylor Steps Into Governance Debate

Michael Saylor of NasdaqGS:MSTR publicly opposed proposed Bitcoin protocol changes under the BIP-110 discussion. His comments focus on preserving Bitcoin’s existing consensus rules rather than adopting the suggested updates. The debate has raised fresh questions about how large institutional holders should engage with Bitcoin governance. Strategy, traded as NasdaqGS:MSTR, sits at the intersection of enterprise software and large scale Bitcoin exposure. The company’s stance in the BIP-110...

MicroStrategy director sells shares ahead of July 30 earnings
TheStreet15d agobearish
MicroStrategy director sells shares ahead of July 30 earnings

Michael Saylor-led Strategy (Nasdaq: MSTR), formerly MicroStrategy, made no Bitcoin (BTC) purchases or sales for the fifth week in a row, the company's 8-K filing with the Securities and Exchange Commission (SEC) revealed on July 27. With 843,775 Bitcoin on its balance sheet, Strategy is still ...

Here’s why Peter Schiff says Strategy's Bitcoin yield is collapsing
TheStreet15d agoneutral
Here’s why Peter Schiff says Strategy's Bitcoin yield is collapsing

Peter Schiff posted on X with a question that masked a sharp observation. Why was MSTR up 7 percent that morning? His answer cut straight to the numbers, and the numbers are not comfortable for Strategy bulls. Strategy's year-to-date Bitcoin yield stood at 13.3 percent as of May 25. Following ...

Michael Saylor Says Bitcoin Protocol Changes Should Be 'Rare,' Not Serve Any Faction's 'Convenience' Amid BIP-110 Debate
Benzinga15d agoneutral
Michael Saylor Says Bitcoin Protocol Changes Should Be 'Rare,' Not Serve Any Faction's 'Convenience' Amid BIP-110 Debate

Strategy Inc. (NASDAQ:MSTR) founder Michael Saylor argued on Tuesday that Bitcoin (CRYPTO: BTC) faces the gravest threat not from an external attack but the internal “corruption” of its consensus rules. Saylor Against Changing Rules to Please ‘Factions’ In an X thread, Saylor framed Bitcoin’s consensus rules as its “constitution.” Changing them for the convenience of any faction, he added, attacks the economic rights of current participants and future generations. Saylor criticized software upgr

Bitcoin, Ethereum, XRP, Dogecoin Gain Ahead of Fed Rate Cut Decision: Analyst Asks Investors to 'Mark Your Calendar' for Next BTC Bottom
Benzinga15d agoneutral
Bitcoin, Ethereum, XRP, Dogecoin Gain Ahead of Fed Rate Cut Decision: Analyst Asks Investors to 'Mark Your Calendar' for Next BTC Bottom

Leading cryptocurrencies rose slightly on Tuesday as investors weighed renewed tensions in the Middle East and the Federal Reserve’s upcoming decision on interest rates. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:25 p.m. EDT)Bitcoin (CRYPTO: BTC)+1.01%$63,842.10Ethereum (CRYPTO: ETH) +2.16%$1,913.42XRP (CRYPTO: XRP) +1.87%$1.07Solana (CRYPTO: SOL) +0.79%$73.67Dogecoin (CRYPTO: DOGE) +1.72%$0.07071 Crypto Market Gains Bitcoin rallied as high as $64,100 but ran into resistance, with 24-ho

Michael Saylor warns Bitcoin's biggest threat is here
TheStreet15d agoneutral
Michael Saylor warns Bitcoin's biggest threat is here

“Bitcoin has won. Now it must survive victory,” Strategy executive chairman Michael Saylor said on July 28. Strategy (Nasdaq: MSTR) is a business intelligence and software company that has also become the world’s largest corporate holder of Bitcoin. As of July 28, it holds 843,775 BTC, valued at ...

Atlassian’s (TEAM) Strategic Position in the AI Landscape
Insider Monkey15d agoneutral
Atlassian’s (TEAM) Strategic Position in the AI Landscape

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Night View Capital Trimmed Oracle (ORCL) After Robust Cloud Gains
Insider Monkey15d agoneutral
Night View Capital Trimmed Oracle (ORCL) After Robust Cloud Gains

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Autodesk (ADSK) Holds Stable Position in the Market
Insider Monkey15d agoneutral
Autodesk (ADSK) Holds Stable Position in the Market

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

ServiceNow (NOW) Looks Appealing Amid Workflow Automation and AI Adoption
Insider Monkey15d agoneutral
ServiceNow (NOW) Looks Appealing Amid Workflow Automation and AI Adoption

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments
Insider Monkey15d agoneutral
Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

How Investors May Respond To Strategy (MSTR) Prioritizing Cash Over Bitcoin Accumulation
Simply Wall St.16d agoneutral
How Investors May Respond To Strategy (MSTR) Prioritizing Cash Over Bitcoin Accumulation

In recent weeks, Strategy Inc. paused Bitcoin purchases for the first time in two years while raising around US$544.5 million via common stock sales, lifting cash reserves to about US$3.75 billion and repurchasing US$25 million of preferred stock. This shift toward holding a larger cash buffer and refining Bitcoin-related performance metrics highlights how Strategy is increasingly managing a complex capital structure around its crypto treasury rather than simply accumulating more coins. With...

Strategy Stock Rises After Company Boosts Dollar Reserve to $3.75 Billion
The Wall Street Journal16d agoneutral
Strategy Stock Rises After Company Boosts Dollar Reserve to $3.75 Billion

Shares of Strategy, the bitcoin-accumulation firm founded by Michael Saylor, jumped Monday after the company boosted its U.S. dollar reserve to $3.75 billion. Strategy’s stock gained 7.5% Monday afternoon, though it is still down 35% this year. Specifically, Strategy said it sold $544.5 million worth of common shares in the past week, while making no bitcoin sales or purchases.

Wall Street giants back $15M push to quantum-proof Bitcoin as the CLARITY Act nears a do-or-die deadline
CoinDesk16d agoneutralVIDEO
Wall Street giants back $15M push to quantum-proof Bitcoin as the CLARITY Act nears a do-or-die deadline

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Charles Schwab Head of Crypto Research Jim Ferraioli, who breaks down the odds of a Fed hike, why he believes the CLARITY Act is not yet priced into Bitcoin, and his finding that some 60% of Bitcoin's daily price move can't be tied to macro factors. Galaxy Head of Firmwide Research Alex Thorn unpacks the newly launched $15 million Bitcoin Security Consortium — backed by nine firms including BlackRock, Coinbase, Fidelity, Galaxy, and Strategy — and Galaxy's own $5 million Bitcoin Quantum Readiness Initiative, while making the case that CLARITY is in its "11th hour" ahead of the August recess. Finally, FalconX Head of Derivatives Griffin Sears kicks off CoinDesk's Perps Week, explaining how perpetual futures jumped from crypto into oil, single-name equities, and pre-IPO SpaceX exposure. Plus, a look at ETF flows and a Crypto Fear & Greed reading stuck at 30.