By Marco Piccolo Michael Saylor, founder and executive chairman of Strategy (MSTR), is pushing back hard against a wave of online rumors claiming the company has begun selling part of its massive Bitcoin holdings. The speculation erupted Friday morning after a series of large on-chain transactions originating from wallets associated with the company triggered panic […]
Tag: MSTR
By coinspy Key Points: The mNAV metric—comparing MSTR’s market valuation to the value of its Bitcoin holdings—has collapsed from 3.4x to nearly parity, weakening the original bearish case tied to overvaluation. Other major short sellers, including Kerrisdale Capital, built similar positions against MSTR and Ethereum-focused treasury firms, arguing that ETF competition and inflated valuations justified […]
By Emir Abyazov Key highlights: Analyst Willy Woo says MicroStrategy could hold through another bear market The firm’s debt structure may protect its massive Bitcoin reserves Market analysts reveal key levels that could trigger a rare selloff MicroStrategy is unlikely to sell its Bitcoin holdings in the next downturn, according to crypto analyst Willy Woo, […]