Another shareholder lawsuit alleging dodgy accounting practices at Bitcoin treasury giant Strategy has been dropped, court documents show.  Documents filed Wednesday show the scrapped case, brought in June by shareholders Abhey Parmar and Zhenqiu Chen, had alleged breaches of fiduciary duties, unjust enrichment, abuse of control, and gross mismanagement in the company.  The dismissal comes just weeks after a different class-action lawsuit accusing the company of misleading shareholders about how new account ...

智通财经APP获悉，部分币圈概念股走高，截至发稿，Bit Digital(BTBT.US)、Bitmine Immersion Technologies(BMNR.US)涨超7%，Strategy(MSTR.US)涨超1.7%，Hut 8(HUT.US)涨超6.8%，American Bitcoin(ABTC.US)涨超2%。 ...

Key takeaway: Michael Saylor’s company, formerly known as MicroStrategy, now holds more Bitcoin than the cash reserves of several of the world’s largest tech giants. What happened Strategy Inc disclosed in a Sept. 8 filing that its Bitcoin holdings have reached 638,460 BTC, worth about $71 billion. This puts the company fifth among the world’s largest corporate treasuries, above Nvidia ($57B), Apple ($55B), Meta ($47B) and Tesla ($37B). Only Microsoft, Google, Amazon and Berkshire Hathaway sit higher on t ...

Crypto’s newest craze is attracting some big names—including one of Tesla’s biggest bulls. On Monday, Dan Ives, an analyst at the financial advisory firm Wedbush Securities and one of the most vocal cheerleaders behind Elon Musk’s electric car company, became chair of a small, publicly traded company that aims to load its balance sheet with cryptocurrency. Eightco Holdings, a firm that specializes in packaging and retail inventory management, announced that it had raised $250 million through a private sha ...

核心观点 - 市场预期美联储2025年9月降息可能加速投机行为 但Strategy Inc（MSTR）可能无法实现新高[1] - 公司业务模式缺乏质量因素 被市场视为高风险杠杆比特币投资工具而非软件企业[3][4][6] - 市场通过估值折价和做空增加表达对Strategy的悲观预期 内部人士减持进一步削弱信心[9][12][13] 市场环境与行业表现 - 标普500指数在科技板块推动下达到历史投机期估值水平 比特币年内上涨18%成为风险偏好领先指标[2] - 软件行业平均市净率为11.1倍 而Strategy市净率仅4.5倍 显著低于行业水平[9] - 低利率环境可能引发资金轮动 转向近期被忽视的标普500其他板块和资产类别[3] 公司业务与财务风险 - 公司从软件业务转型为通过发行股票融资购买比特币的杠杆化投资工具[4][5] - 资产负债表主要由债务和投资者稀释获得的现金构成 比特币是唯一有价值资产[10][11] - 投资者可直接购买比特币而无需承担公司杠杆风险和股权稀释影响[11] 市场表现与投资者行为 - 过去一个月股价下跌16.5% 反映市场情绪转变[8] - 做空兴趣增加3.2% 显示空头预期未来数月获利机会[12] - 首席财务官在2025年8月以每股395美元价格出售740万美元股票 接近股价高点[13] 分析师评级与市场地位 - 尽管获得"适度买入"评级 但顶级分析师推荐的五只股票中未包含Strategy[14] - 市场不愿对公司账面价值支付公平估值 因其主要由债务和稀释融资构成[10]

PresentationMichael ColonneseMD of Equity Research & Senior Technology Analyst Welcome back, everyone. Welcome back. I hope you are all ready for what I believe will be one of the best presentations at this year's conference. But I must admit as a Bitcoiner and the covering analyst on Strategy stock, I'm a bit biased. I'm Michael Colonnese, Managing Director and crypto analyst here at H.C. Wainwright, and I am very excited and honored to introduce our special keynote speaker for today. He is the Founder and ...

Michael Saylor’s Strategy Inc., formerly known as MicroStrategy, added 1,955 Bitcoin between September 2 and 7, spending $217.4M – but will this acquisition go long? According to new filings with the US Securities and Exchange Commission (SEC), the latest purchase brings the firm’s total holdings to 638,460 BTC. The average price of the new batch was $111,196 per coin. Across all purchases, the company’s average cost stands at roughly $73,880 per Bitcoin. On paper, that leaves Strategy with sizable unre ...

Strategy (NasdaqGS:MSTR) FY Conference September 08, 2025 04:00 PM ET Company ParticipantsMichael Saylor - Executive ChairmanConference Call ParticipantsMike Colonnese - MD & Senior Technology AnalystMike ColonneseWelcome back, everyone. Welcome back. I hope you are all ready for what I believe will be one of the best presentations at this year's conference. But I must admit, as a Bitcoiner and the covering analyst on strategy stock, I'm a bit biased. I'm Michael Aneze, managing director and crypto analyst ...

MicroStrategy (Nasdaq: MSTR), now known as Strategy, failed to make it to the S&P 500 index after the rebalance on Sep. 5. The Bitcoin treasury firm was among the firms that analysts expected to be finally included in the exclusive club, but the committee gave it a miss this time too. Related: What is Crypto? Cryptocurrency explained Committee decision to not include MicroStrategy Eric Balchunas, the senior ETF analyst, had remarked that though the company qualifies, it is in an already overweight secto ...

Check out price of uh Bitcoin this morning. The cryptocurrency up over 100% this year. Joining us right now is Bitcoin Bull Michael Sailor Strategy executive chairman.You know him from Micro Strategy. People are still getting those names, you know, figured out. So, uh we had Tom Lee on the broadcast.I don't know if you saw this earlier today, and he effectively said Bitcoin at $111,000 is headed to $200,000 effectively by Christmas. What do you think of that. Well, most of the uh equity analysts that follow ...