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Strategy's Problem Isn't Bitcoin. It's That One Man Decides Everything.

Strategy's Problem Isn't Bitcoin. It's That One Man Decides Everything.

On Monday, the question was whether STRC's dip below par meant trouble. Now the entire capital stack is underwater, the common stock is at a two-year low, and a securities probe may be in the works. Here’s where Strategy stands.

Jeff Albus
Jeff Albus
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Strategy’s STRC Drawdown Continues Despite $300 Million Cash Boost. What Gives?

Strategy’s STRC Drawdown Continues Despite $300 Million Cash Boost. What Gives?

It’s been an ugly few weeks for Strategy’s STRC. Here’s why it’s trading so far below par and what the company can do to get it back to $100.

David Okoya
David Okoya
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Wall Street Loves Ethereum, So Why Doesn't the Market Love ETH?

Wall Street Loves Ethereum, So Why Doesn't the Market Love ETH?

The biggest names in finance are building on Ethereum, but ETH itself is bleeding value against bitcoin. Here's where the money is really going.

Jeff Albus
Jeff Albus
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Blame MSTR for the Bitcoin Crash? The Culprit May Lie Elsewhere

Blame MSTR for the Bitcoin Crash? The Culprit May Lie Elsewhere

Everyone's hunting a villain. Here’s what the charts say.

Jeffrey Albus
Jeffrey Albus
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Bitcoin's Price Has Been Outperforming the S&P 500 in Times of War. Here's Why

Bitcoin's Price Has Been Outperforming the S&P 500 in Times of War. Here's Why

Bitcoin has outperformed stocks and gold 75 days into the U.S.-Iran war, which can be explained by this theory.

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Bitcoin Rose 12% in April. But Could These 2 Catalysts Push It Up Again Soon?

Bitcoin Rose 12% in April. But Could These 2 Catalysts Push It Up Again Soon?

Bitcoin rallied in April on no spot demand and record short positioning. But two catalysts looked poised to release the spring.

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Circle Crashed Because of the Clarity Act Draft. But Is It Oversold?

Circle Crashed Because of the Clarity Act Draft. But Is It Oversold?

The market wiped $5 billion off Circle on a headline. Bernstein says investors are confusing the stablecoin issuer with the distributor. The distinction is worth paying attention to.

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Bitcoin Is in Uncertain Territory. Could Strategy's STRC Be the Last Straw?

Bitcoin Is in Uncertain Territory. Could Strategy's STRC Be the Last Straw?

Strategy built a billion-dollar machine that turns yield-seekers into bitcoin buyers. Today's macro storm is the first real test of what happens when it stalls.

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Private Credit Is Having a Bit of a Crisis. Will Crypto Do Any Good?

Private Credit Is Having a Bit of a Crisis. Will Crypto Do Any Good?

TradFi private credit is gating investors out. DeFi is building the parallel infrastructure. Which tokens could benefit from that convergence?

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The Aave DAO Is Collapsing. Is the Token Still a Good Investment?

The Aave DAO Is Collapsing. Is the Token Still a Good Investment?

Aave’s temp check passed, but governance is fracturing. Here’s the bull and bear case for AAVE, and what value capture looks like if the DAO stops working.

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For L2 Tokens, Will Robinhood Be to Arbitrum What Base Was to Optimism?

For L2 Tokens, Will Robinhood Be to Arbitrum What Base Was to Optimism?

Base was 98.5% of Superchain revenue. Now it’s gone. The graduation trap isn’t an Optimism problem — it’s an L2 infrastructure problem. Is ARB next in line?

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Why AI Investments Could Go Bust and Which Stocks May Be More Solid Winners

Why AI Investments Could Go Bust and Which Stocks May Be More Solid Winners

Investors assume AI model companies will capture the upside. But if margins compress, power, data centers, and crypto settlement rails could be the real hedge.

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