Fundstrat's Sean Farrell explains why Bitcoin's painful selloff isn't over
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The Strategy (Nasdaq: MSTR), née MicroStrategy, stock continued to decline on the price chart even days after the world's leading Bitcoin (BTC) treasury company announced its first BTC sale in years on June 1. The stock has lost 40% of its value over the past month and closed at $117.02 on ...
Strategy's modest software revenue base is fueling concerns as its Bitcoin-heavy balance sheet and financing reliance amplify risk exposure.
A rising Bitcoin price would speed up Strategy's accumulation, not slow it, Flaum said, calling the dynamic counterintuitive.
If you thought things looked a bit dicey for Strategy back when MSTR and the bitcoin price were plunging back in early February, it's time for another look. They're even scarier now for those holding Strategy shares, suggesting the floor could be a lot lower.
FEATURE The price of Bitcoin was sliding again Wednesday as investors continued to ditch risk-on assets, extending a miserable run for cryptocurrencies. The world’s largest crypto by total market capitalization was down 2.
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

<body><p>STORY: From Michael Saylor's bitcoin sale to Greece's potential new tax... This is Crypto Weekly.</p><p>:: Crypto Weekly</p><p>:: Bitcoin hovers around key $60,000 mark</p><p>Bitcoin hovered around the key $60,000 mark.</p><p>But that hasn't stopped Standard Chartered's Geoffrey Kendrick feeling bullish about it.</p><p>He's the lender's global head of digital assets research.</p><p>Kendrick stuck with his call for bitcoin to hit $100,000 by the end of the year as most of the selling may be over.</p><p>But he did call it a 'painful' week as the crypto token fell more than 12%.</p><p>It also saw one of the highest profile holders of the token made a sale.</p><p>Michael Saylor's Strategy said it had shed some of its holdings for the first in four years.</p><p>Strategy is the largest corporate holder of bitcoin.</p><p>:: Reform UK gets big crypto funding</p><p>Reform UK raised more money than any of its political rivals for the third quarter in a row.</p><p>That's what data from Britain's Electoral Commission showed.</p><p>Nigel Farage's party saw big donations from billionaire crypto investors, including the Thailand-based Christopher Harborne.</p><p>Reform raised around $12.4 million in the first three months of the year, while the governing Labour party took in just over $5.3 million.</p><p>:: Greece 'prepares' crypto capital gains tax</p><p>Greece could be moving towards taxing gains on cryptocurrency.</p><p>That's what two government officials told Reuters.</p><p>They said lawmakers are preparing legislation to impose a 15% capital gains tax on crypto.</p><p>A senior government official told Reuters the Finance Ministry is readying a law that's expected to be submitted to the country's parliament in the coming months.</p><p>:: Japan banks plan to issue stablecoins</p><p>And Japan's three largest banks said they will jointly issue stablecoins during the current fiscal year ending in March 2027.</p><p>It would mark a major move towards digital payments in a country where cash and credit cards are still popular.</p><p>Mitsubishi Financial Group, Sumitomo Mitsui Financial Group and Mizuho Financial Group announced the update.</p><p>They said they will set up a council to examine the operational frameworks and prepare for the issuance.</p></body>
The Wintermute crypto prediction says capital is missing. We test it against ETF flows, stablecoin reserves, sentiment, and analyst views.
Strategy (NasdaqGS:MSTR) bought 1,550 BTC shortly after recording its first Bitcoin sale since 2022. The purchase follows increased attention on the company’s high-yield preferred stock obligations. These moves come during a period of Bitcoin price volatility and questions around the sustainability of Strategy’s leveraged Bitcoin treasury model. Strategy, formerly MicroStrategy, operates as an enterprise software company while also running a highly visible Bitcoin treasury approach that has...
Leading cryptocurrencies fell alongside major stock indexes on Tuesday amid a big escalation in the Middle East conflict. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:25 p.m. EDT)Bitcoin (CRYPTO: BTC)-1.68%$61,757.98Ethereum (CRYPTO: ETH) -1.83%$1,641.98XRP (CRYPTO: XRP) -1.71%$1.13Solana (CRYPTO: SOL) -0.96%$65.08Dogecoin (CRYPTO: DOGE) -0.15%$0.08487 Crypto Market On Edge Bitcoin revisited the $60,000 floor but recovered overnight, as trading activity climbed 12% in the past 24 hours. E
Strategy (NASDAQ:MSTR) is positioned as a long-horizon vehicle because it is the only public-market structure engineered to compound a fixed-supply monetary asset across unlimited capital-markets cycles, with a balance sheet built to outlast bitcoin’s drawdowns rather than be liquidated by them. Pillar 1: Structural Durability The forever case starts with a balance sheet no peer ... Strategy Inc. Added 1,550 More Bitcoin to Its $54 Billion Stash. Is MSTR a Buy on the Dip at $127?
There seems to be no end to the trouble Bitcoin (BTC) traders have been facing since the Oct. 10 flash crash last year. While the cryptocurrency had been attempting to recover to previous heights for the past few months, Michael Saylor's Strategy (Nasdaq: MSTR) announcing a partial sale ...
On Friday, June 5, Bitcoin fell below $60,000 for the first time since October 2024, putting the asset down roughly 50% from its peak. While Bitcoin has rebounded to over $63,000 as of Monday, June 8, it’s clear that crypto investors have missed out on the gains the market has seen so far this year. However, John ... Both Institutions and Retail Are Buying and Holding Crypto Despite Bitcoin’s 50% Pullback
Lawrence Lepard, a longtime bitcoin investor and author, spoke with host Adam Taggart on the Thoughtful Money podcast episode “The Next Big Money Printing Cycle Is Almost Here,” and planted a contrarian flag. With Bitcoin sliding to around $63,000 from its all-time high of $124,000-$126,000, Lepard told listeners, “There were a lot of people ready to ... Top Bitcoin Analyst Predicts $200K Within Two Years: ‘We’re Either At Or Within Spitting Distance Of A Bottom’
A week ago, a tiny Bitcoin (BTC) sale by Strategy (NASDAQ: MSTR) had investors bracing for a change of heart. This week, the company went right back to buying. One analyst says that's exactly the point. TD Cowen's Lance Vitanza believes Strategy's latest Bitcoin purchase confirms that its ...
Strategy just silenced the doubters. After a brief Bitcoin sale sparked fears, the company is back buying the dip, and investors are cheering MSTR stock again.
Lawrence Lepard, a longtime bitcoin investor and advocate, laid out one of the most aggressive bull cases for Strategy (NASDAQ:MSTR) on a recent appearance on Thoughtful Money with Adam Taggart. Lepard says he is buying shares both for his fund and personally, and his target price is striking: “I think it’s a $1,000 stock within ... Longtime Bitcoin Advocate Says ‘MicroStrategy Is a $1,000 Stock Within a Few Years’
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]
Short sellers are targeting Strategy amid a crypto slowdown.
Strategy's STRC dipped toward $90 with Bitcoin, then recovered as shareholders approved semi-monthly dividends to steady the price.
Strategy (MSTR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Saylor answers doubts with a $100M purchase. Citrini just called Hyperliquid a buy. And SBF is formally asking Trump for a pardon.
(Bloomberg) -- Bitcoin’s slide below $60,000 last Friday capped its worst week since the collapse of Sam Bankman-Fried’s FTX exchange in 2022.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalChip Stocks Rally in AI Trade Revival After Plunge: Markets WrapThe forces current
Michael Saylor leveraged Strategy to the hilt. Now the math is working against him.
Leading cryptocurrencies dipped, while major stock indexes closed higher on Monday as investors pinned hopes on a lasting ceasefire in the Middle East. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:10 p.m. EDT)Bitcoin (CRYPTO: BTC)-1.04%$62,642.55Ethereum (CRYPTO: ETH) -1.74%$1,662.25XRP (CRYPTO: XRP) -0.49%$1.15Solana (CRYPTO: SOL) -1.37%$65.52Dogecoin (CRYPTO: DOGE) -1.37%$0.08489 Crypto Market Stagnates Bitcoin wobbled in the area between $62,000 and $64,000, while trading volume dipped
Bitcoin (CRYPTO: $BTC) has been struggling this year but its recent drop, including a brief dip below $60,000, hasn...
Peter Schiff fired at Strategy Inc. on Friday, warning that retirees who put savings into STRC have already lost over 7% as the preferred stock trades at $92.62, well below its $100 par value target. STRC Broke Its 10-Month Rising...