Strategy CEO Phong Le is making one thing clear: when it comes to Bitcoin sales, the spreadsheet beats the sermon. If selling BTC ever makes more sense than holding it on principle, Le says the numbers will decide. Math over dogma: Strategy won’t treat Bitcoin like a sacred object. Treasury first: BTC is being managed […]
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Michael Saylor’s “never sell Bitcoin” mantra just picked up an asterisk. Strategy is still aiming to stack more BTC over time, but the company is now openly admitting that some Bitcoin sales may be on the table if they help keep the machine running. “Buy more Bitcoin than you sell” Strategy may sell BTC to […]
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Samson Mow is poking at one of Bitcoin’s favorite taboos: a corporate treasury selling BTC when it makes sense. His message is simple — and very unromantic — a Bitcoin treasury company should protect shareholders first, even if that means selling some of its stack. “Never sell” is not a sacred rule for public companies. […]
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Sequans sells half its Bitcoin as debt pressure shakes treasury plan just handed the corporate Bitcoin treasury crowd a very blunt reminder: debt pressure can turn “strategic reserve” into “sell the bloody coins.” Sold 1,025 BTC in Q1 2026 Bitcoin reserve nearly halved Debt, weak revenue, and losses drove the move Most remaining BTC is […]
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Strategy just posted a massive first-quarter loss of $12.54 billion, or $38.25 per diluted share, underscoring how brutally bitcoin volatility can hit a public company that has turned its balance sheet into a BTC war chest. Q1 net loss: $12.54 billion Loss per diluted share: $38.25 Main driver: bitcoin price swings and fair-value accounting Reality […]
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Strive Asset Management just added another 444 BTC to its balance sheet, spending about $34 million as the corporate Bitcoin treasury race keeps heating up. Meanwhile, Strategy took a one-week breather after a four-week buying streak, reminding everyone that even the most relentless BTC stackers occasionally need to reload the ammo. Strive bought 444 BTC […]
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Adam Back has put another €1.1 million behind Capital B, strengthening one of Europe’s most visible Bitcoin treasury plays while giving himself more room to deepen his stake. €1.1 million raised through 10 million share subscription warrants Adam Back took all the warrants himself Convertible bond terms were eased to make conversion simpler Capital B […]
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Michael Saylor’s Strategy has paused its Bitcoin buying streak for the week, but the corporate BTC hoard remains enormous and the long-term buying thesis is still very much alive. No Bitcoin purchases this week Four-week accumulation streak ends Strategy still holds 818,334 BTC Saylor says buying may resume next week Saylor confirmed the pause on […]
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Capital B has secured fresh backing from Blockstream CEO Adam Back through a €1.1 million ($1.28 million) warrant issuance, adding more fuel to its Bitcoin treasury strategy while plenty of other corporate BTC holders are getting nervous, hedging, or outright selling. €1.1 million raised through warrant subscriptions Adam Back fully subscribed the deal Funds earmarked […]
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Adam Back says corporate Bitcoin buying isn’t a fad — it’s a long-duration arbitrage bet on fiat slowly losing value while Bitcoin keeps gaining ground. Bitcoin treasury strategy is being framed as a fiat-vs-Bitcoin arbitrage play Hyperbitcoinization means Bitcoin potentially becoming the dominant store of value and reserve asset Strategy and Michael Saylor remain the […]
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