MicroStrategy | ForkLog

ForkLog 194 08.09.2025

El Salvador Marks Bitcoin Law Anniversary with 21 BTC Purchase

On September 7, the government of El Salvador purchased 21 BTC worth $2.3 million to commemorate the fourth anniversary of the Bitcoin law.

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ForkLog 302 22.08.2025

Expert predicts a large-scale bitcoin sell-off

Corporate purchases of the first cryptocurrency have slowed. Some metrics signal growing sell-off risks.

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ForkLog 72 05.08.2025

CryptoQuant Highlights Structural Shift in Bitcoin Capital Distribution

The leading cryptocurrency is experiencing not just another bull market, but a fundamental shift in capital distribution. This view was shared by CryptoQuant’s on-chain analyst known as OnChainSchool. Two years ago, “dormant” coins—those that had not moved for more than seven years—were considered lost or held by early investors. Now transactions involving them have become […]

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ForkLog 67 04.08.2025

Hyperbitcoinization at full throttle: who won’t survive the bear market

The number of companies holding the “digital gold” in reserves keeps rising—along with the size of their balances. The trend is attracting attention from investors and tightening supply, fuelling demand.

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ForkLog 33 22.07.2025

TD Cowen Defends Strategy’s Stock Valuation

Analysts at TD Cowen have dismissed critics’ claims of Strategy’s stock being overvalued as “logically flawed,” reports The Block. They argue that the company’s strategy of issuing shares and raising capital does not dilute, but rather increases, each investor’s share of bitcoin. The premium on Strategy’s net asset value stands at 72.6%. This is the […]

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ForkLog 97 15.07.2025

Vanguard Invests Over $9 Billion in Strategy Shares Despite Bitcoin Criticism

Investment firm Vanguard, which regards Bitcoin as an “immature speculative asset,” has become the largest institutional holder of Strategy shares, according to Bloomberg. The company holds nearly an 8% stake valued at $9.26 billion, comprising over 20 million securities. The largest block of 5.7 million shares is held in the Total Stock Market Index Fund […]

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ForkLog 35 15.07.2025

TD Cowen Analysts Predict Bitcoin to Reach $155,000 by Year-End

By December, the leading cryptocurrency could reach $155,000 in an optimistic scenario, according to TD Cowen. In light of this, the investment bank has raised its target price for Strategy (MSTR) shares from $590 to $680, reports The Block. The base forecast for digital gold is $128,000, while the pessimistic scenario is $55,000. At the […]

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ForkLog 244 17.06.2025

Strategy Shares Dip 2% Following $1.05 Billion Bitcoin Purchase

Strategy has made another significant acquisition of digital gold, purchasing 10,100 BTC for approximately $1.05 billion. In pre-market trading, MSTR shares fell 1.73% from the closing price. Strategy has acquired 10,100 BTC for ~$1.05 billion at ~$104,080 per bitcoin and has achieved BTC Yield of 19.1% YTD 2025. As of 6/15/2025, we hodl 592,100 $BTC […]

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ForkLog 39 03.06.2025

BlackRock sells, Strategy buys: the latest bitcoin whale moves

BlackRock sold about $430m of bitcoin; Strategy bought $75m. Outflows from BTC ETFs continued for a third straight day; inflows to ETH ETFs rose for an 11th day in a row. Strategy announced a 2.5m Series A preferred share issue to aggressively build its bitcoin reserves. Asset manager BlackRock, issuer of the BTC ETF under […]

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ForkLog 31 29.05.2025

Arkham Traces 87% of Strategy’s Bitcoin Holdings

Analytical firm Arkham Intelligence has announced the identification of previously undisclosed Bitcoin addresses linked to the company Strategy. Previously, we tagged: — 107K BTC sent to MSTR Fidelity deposits (Fidelity does not segregate custody, so these BTC do not appear in the MSTR entity)— Over 327K BTC held in segregated custody including Coinbase Prime, in […]

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ForkLog 28 28.05.2025

Trump Media to raise $2.5bn to buy bitcoin

Trump Media & Technology Group will raise $2.5bn via an issuance of common stock and convertible notes to acquire digital gold. The execution of the bitcoin strategy resembles a pyramid propped up by a premium of the securities over the value of the coins. An analyst drew parallels between MSTR and Grayscale’s GBTC. Trump Media […]

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ForkLog 9 28.05.2025

K33 Analyzes Slowdown in Strategy’s Bitcoin Purchases

Strategy continues to acquire the leading cryptocurrency, yet the pace of purchases has slowed since the peak in November, noted K33. From May 19 to 25, the firm acquired 4020 BTC for $427.1 million. The average purchase price was $106,237. The company raised $348.7 million through its $21 billion at-the-market (ATM) MSTR share sale program. […]

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