MicroStrategy | ForkLog

ForkLog 82 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 34 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 124 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 43 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 273 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 51 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 39 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 36 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 12 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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ForkLog 56 23.05.2025

Bitcoin Nears $112,000 Amid Institutional Buying Spree

On the evening of May 22, the price of the leading cryptocurrency nearly tested the $112,000 level, buoyed by substantial inflows into ETFs. The digital gold reached a peak of $111,980 against the BTC/USDT pair on the Binance exchange. At the time of writing, the asset is trading around $110,650. 15-minute BTC/USDT chart on Binance. […]

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ForkLog 36 21.05.2025

Standard Chartered Reaffirms $500,000 Bitcoin Target Amid Sovereign Fund Interest

In the first quarter, government entities increased their holdings in Strategy shares as a derivative of digital gold. Standard Chartered reached this conclusion based on reports to the SEC, writes The Block. This trend has reinforced the bank’s experts’ expectations of the first cryptocurrency reaching a target of $500,000 by 2028. “As more investors gain […]

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ForkLog 16 19.05.2025

Strategy Faces Allegations of Concealing Bitcoin Risks

On May 19, the company Strategy was hit with a class-action lawsuit. The firm’s leadership is accused of making “false or misleading statements” about the profitability of its bitcoin strategy and concealing the asset’s volatility risks. The allegations involve Chairman Michael Saylor, CEO Phong Le, and CFO Andrew Kang. The plaintiffs cite violations of securities […]

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