#strategy

The filing hit my terminal at 4:47 AM Rome time — a dry 8-K from Strategy,...

The market is celebrating Strategy's 37% stock surge as if it were a victory...

Over the past seven days, Bitcoin recorded its strongest weekly gain in...

A hologram company just bought a piece of a software company that bought a...

The Q2 13F filings are in. Strategy (formerly MicroStrategy) reports that its...

Last week, Michael Saylor sat in front of a camera, eyes unblinking, and said...

Hook: The Signal in the Noise Over the past 30 days, MSTR’s market cap has...

Hook Over the past seven days, the market has been watching a single number:...

The MSCI consultation is not a technical assessment. It is a classification...

In the grand theater of corporate bitcoin accumulation, the script has always...

We watched the leverage unwind. The 47% drawdown in Bitcoin—a drop that would...

The numbers tell two stories. Over the past year, Strategy’s (formerly...

In a year that saw Bitcoin shed 47% of its value, one asset class quietly...

Liquidity doesn't care about your convictions. It cares about structure. So...

The numbers are a binary signal. Over the past twelve months, Bitcoin’s price...

The quiet hum of the MSCI regional office in Geneva is probably not where you...

On June 30, 2026, a routine 13F filing revealed that Norges Bank Investment...

Mapping the chaos to find the signal in the noise. Last week, MSCI, the quiet...

When a bank with $3 trillion in assets buys $6 million worth of a volatile...

I remember watching the liquidity dry up in the order book for a single Bitco...

Michael Saylor tweets Doing Business. The market braces for a Bitcoin buy. Th...

Hook: The Spread That Tells the Story STRC closed at $99.84 yesterday. Sixtee...

The market treats Michael Saylor’s tweets as a Bitcoin price oracle. On Augus...

Michael Saylor posts 'Doing Business.' The market anticipates a buy. The...

The data suggests a contradiction. Michael Saylor, the architect of the "neve...

The data shows a widening gap between narrative and execution. On Tuesday,...

The ledger does not lie, only the operators do. Over the past 48 hours, I hav...

Over the past seven days, a quiet but seismic shift took place in the corpora...

Strategy just hit the brakes. The company that spent years cramming Bitcoin...

Hook Strategy holds 843,775 Bitcoin. They haven’t bought a single coin in thr...

Tweet 1 / Hook Evidence shows the market is misreading Michael Saylor's lates...

What happens when a lighthouse starts blinking Morse code for a shipwreck?...

Over the past quarter, a pattern emerged that should concern anyone tracking...

BlackRock’s iShares ETF just bought $7 million of Strategy’s preferred shares...

Hook The signal was subtle, but unmistakable. Over the past two weeks,...

On a quiet Tuesday in July, two of crypto’s most watched corporate wallets...