Crypto Scenario Insights
What happened
Strategy (formerly MicroStrategy) generated $333.7 million by selling MSTR common stock but did not buy or sell Bitcoin last week, instead adding $149.1 million to its USD reserve.
What we think
The most likely outcome is a neutral-to-slightly-bearish impact on Bitcoin, with a 55% probability. Strategy's decision to prioritize cash reserves and corporate finance over new Bitcoin purchases removes a significant s…
Read the analysis
Strategy Pauses Bitcoin Accumulation, Prioritizes Cash Reserve — What's the BTC Demand Impact?
We explain what happened and what could follow. We do not forecast prices.