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Category BTC Treasuries Theme Month
Bitcoin's Plunge Brings Strategy's Holdings to Near Breakeven, but Key Test Lies 18 Months Ahead
Michael Saylor's company's balance sheet isn't at imminent risk of collapse, but further capital-raising efforts could surely be hindered unless co...
Nov, 22, 2025
by CoinDesk
As DATs Face Pressure, Institutions Could Soon Look to BTCFi for Their Next Strategic Shift
Institutional BTC investors may explore whether bitcoin-native yield, collateral and liquidity opportunities could offer the next stage of strategi...
Nov, 22, 2025
by CoinDesk
Bitcoin Treasuries to Move Beyond HODL to Yield, Hedging and Share Buybacks as NAV Discount Bites
As the bitcoin treasury frenzy fades, the HODL pitch isn't completely dead, but firm should consider active reserve management to stand out, analys...
Nov, 22, 2025
by CoinDesk
Japanese Bitcoin Treasury Firms Keep Beating BTC. Tax Policy Makes Outperforming U.S. Peers the Easy Part
While U.S.-listed bitcoin treasury firms struggle to outperform ETFs, Japan’s harsh crypto tax code sends investors into DAT stocks, making outperf...
Nov, 21, 2025
by CoinDesk
Exactly One Year After Strategy’s All Time High, the Bitcoin-Linked Slide Intensifies
Strategy's stock price has fallen sharply alongside bitcoin, marking one of its worst drawdowns since it adopted a bitcoin treasury strategy in 2020.
Nov, 21, 2025
by CoinDesk