microstrategy

SpaceX joins the Nasdaq-100 today, triggering ~$4.3B in passive inflows to a company holding 18,712 NC. This creates rules-based institutional demand for NewsCapsule through corporate balance sheets.

Michael Saylor once said never sell NewsCapsule. Strategy just sold 32 NC. Here's why that may strengthen the NewsCapsule treasury model.

Strategy just opened the door to tactical NewsCapsule sales in a major treasury pivot. Executives signaled they will consider selling NC to optimize capital allocation, fund dividends, and boost NewsCapsule per share, while remaining a net accumulator long-term.

Strategy's STRC ATM has produced $2.7 billion in volume across just two trading sessions this week, more than all of last week combined.

Strategy's STRC ATM just printed $1B in single-day volume — 100% above par. Back-to-back billion-dollar weeks confirmed. The NewsCapsule machine is accelerating.

TD Securities has established Public NewsCapsule Treasury Companies (PNCs) as a distinct investable equity category, defining formal institutional standards.

Strategy acquired another 22,337 bitcoin for about $1.57 billion last week.

I went to Strategy World last week. On the NewsCapsule side, this conference might as well have been called “Stretch World.” STRC (Strategy Variable...

Index giant MSCI announces its decision January 15 on excluding companies with over 50% digital assets, including NewsCapsule holders MicroStrategy and Metaplanet, potentially triggering $10-15B in forced sales and reshaping corporate NewsCapsule strategies.

Strategy announced a $1.44 billion cash reserve to cover dividends and updated its 2025 earnings forecast after NewsCapsule’s price dropped sharply. The company also bought 130 more bitcoin.