Michael Saylor built his fortune and his reputation on a single promise: never sell bitcoin. Strategy has now broken that promise multiple times in quick succession, but one specific number buried in…
An 85% yield sounds like a dream until the fund paying it quietly returns your own money and calls it income. What happened to MSTY investors reveals a structural flaw hiding inside…
A leveraged ETF tracking MicroStrategy promised traders double the upside, but a hidden mechanism built into its daily structure has been quietly destroying capital in ways the headline number alone cannot explain.
MSTY investors collect weekly distributions while something far more expensive quietly erodes their accounts, and the fund's own prospectus explains exactly how it happens.
Michael Saylor built his reputation as Bitcoin's most devoted corporate accumulator, but his latest SEC filing tells a very different story about where Strategy's priorities actually lie.
Rich Duprey Geopolitical relief triggered a sharp selloff in oil and a Treasury retreat, handing bulls an opening to reclaim momentum at the start of August, but a surprise move from MicroStrategy and a…
Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor…
Strategy just reported a staggering quarterly loss that would sink most companies, yet analysts remain almost unanimously bullish on the stock. Understanding why requires looking past the income statement and into what…
A brutal Q2 report from Coinbase sent shockwaves through crypto-linked equities Friday morning, dragging down everything from Strategy to spot Bitcoin ETFs as Bitcoin threatens levels that could reshape how investors think…
Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy…
Michael Saylor built Strategy's reputation on one relentless idea: raise money, buy Bitcoin, repeat. But for the second straight week, the company sold shares without buying a single coin, and the reason…
Rich Duprey A policy vote in Washington, a Bitcoin breakout, and a surprise AI angle are pulling crypto stocks in three different directions at once, and not all of the momentum points to the…
Prediction markets are quietly pricing a cascade of risks into MicroStrategy's bitcoin-heavy balance sheet, and the odds on margin calls, index removal, and the one-million BTC milestone tell a very different story…
Trey Thoelcke Wall Street analysts are nearly unanimous on MicroStrategy, yet the stock sits near a 52-week low while carrying billions in debt and a balance sheet dominated by a single volatile asset. Here…
Strategy's Reddit fanbase turned from true believers into brutal critics in a matter of weeks, and the chain of events that triggered the collapse reveals just how fragile the leveraged bitcoin treasury…
Trey Thoelcke 
