Latest MicroStrategy News

Bitcoin advocates have been divided over Michael Saylor’s updated BTC thesis, leaving question marks over how the Strategy CEO views the cryptocurrency.

Analysts estimated that crypto treasury firms face up to $11.6 billion in outflows if MSCI excluded them from its indexes.

Michael Saylor’s company increased its Bitcoin holdings to 671,268 BTC following back-to-back weeks of purchases exceeding 10,000 BTC.

Strategy remains in the Nasdaq 100 as MSCI considers excluding firms whose crypto holdings exceed 50% of total assets.

Bitcoin bull market optimism has suffered since the Oct. 10 crash, as chances of a short-term BTC price rally above $100,000 appeared to be fading.

Bitcoin treasury adoption slowed during the fourth quarter, but the biggest companies continued to accumulate, with public companies holding over 4.7% of the total Bitcoin supply.

The MSCI Index is consulting on whether to exclude Bitcoin and other digital asset treasury companies that have a balance sheet with more than 50% of their assets in crypto.

The company argued that digital asset treasuries are operating companies and that MSCI indexes include businesses with a single-asset focus.

Bitcoin is attempting a recovery, but the short-term trend depends on the Federal Reserve’s upcoming interest rate decision. Meanwhile, ETH leads the altcoin recovery.

Speaking in Abu Dhabi, the Strategy chairman said nations could use Bitcoin reserves and tokenized credit markets to offer regulated accounts with higher yields.

Michael Saylor said that he pitched Bitcoin as “digital capital” to wealth funds and banks, calling it the foundation for a new yield-bearing credit asset class.

New York brokerage Clear Street, a key underwriter of the crypto-treasury boom, is planning a $10–12 billion public listing.

Bitcoin treasury firms are entering a “Darwinian phase” as equity premiums collapse, leverage turns into downside and DAT stocks flip to discounts, Galaxy warns.

Strive CEO Matt Cole has urged the MSCI to “let the market decide” whether they want to include Bitcoin-holding companies in their passive investments.

Strategy CEO Phong Le said his firm raised 21 months of dividend runway in just eight days to head off investor unease.