MSCI has evolved from an objective benchmark provider into a de facto market regulator, proposing non-operating company filters that threaten to exclude corporate Bitcoin adopters like Strategy from global indices.
Bitcoin and cryptocurrency stocks tumbled after the U.S. Senate blocked the Clarity Act in a procedural vote. Major crypto equities like Coinbase and Strategy experienced significant losses following the legislative defeat.
Bitcoin treasury firm Strategy abstained from purchasing cryptocurrency last week, allocating $139 million toward repurchasing shares of its preferred stock STRC while maintaining its massive bitcoin holdings.
Strategy has paused its bitcoin purchases for a second consecutive week, focusing instead on repurchasing its stock and expanding its digital credit securities repurchase program while holding over 845,000 bitcoins.
Bitcoin surged past $81,000 on Thursday, driving significant gains for crypto-related equities including Strategy, Coinbase, and various mining firms amid favorable regulatory and macroeconomic developments.
Strategy CEO Phong Le defended the company's recent digital asset sales as the right trade to build cash reserves and strengthen its balance sheet, as the largest corporate holder of bitcoin resumes purchases.
Gen Z is increasingly favoring Bitcoin over traditional housing for wealth building, as high affordability barriers lead young buyers to utilize crypto as collateral for down payments instead of long-term mortgages.
T. Rowe Price digital assets head Blue Macellari discusses the bond vigilantes, U.S. debt comparisons, and why bitcoin has become central to the currency debasement debate among institutional investors.
Coinbase Chief Policy Officer Faryar Shirzad analyzes the outlook for the Strategic Bitcoin Reserve bill following the Clarity Act vote failure, highlighting upcoming regulatory shifts and a three-track policy approach.
MicroStrategy CEO Phong Le envisions transforming the firm into the JPMorgan of Bitcoin by building markets, supplying liquidity, and expanding a fifteen billion dollar digital credit ecosystem.
Miller Value Partners CEO Bill Miller IV explains why he is more bullish on Bitcoin than ever, citing a worsening global economic landscape and a widening fair value gap compared to the previous cycle.