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bitcoin: Archive

Subhasish Mukherjee

Strategy Declines 25% YTD: Time to Exit or Hold the Stock?

MSTR faces mounting pressure from Bitcoin losses, financing risks and weak software operations, raising concerns about more downside ahead.

MSTRPositive Net Change RIOTPositive Net Change CLSKPositive Net Change HUTPositive Net Change

Subhasish Mukherjee

Is MSTR's Small Operating Revenue Base Increasing Balance Sheet Risks?

Strategy's modest software revenue base is fueling concerns as its Bitcoin-heavy balance sheet and financing reliance amplify risk exposure.

MSTRPositive Net Change RIOTPositive Net Change COINNegative Net Change

Arghyadeep Bose

Keel Infrastructure Soars 455% in a Year: Buy, Hold or Fold the Stock?

KEEL is pivoting from crypto to AI/HPC data centers, backed by big liquidity. Yet, forecasts weaken as rivals battle for power.

MARAPositive Net Change RIOTPositive Net Change KEELPositive Net Change

Subhasish Mukherjee

MSTR's Liquidity Position Improves: Is Long-Term Stability Growing?

Strategy strengthens liquidity with $2.25B in reserves, lower leverage and rapid STRC growth, supporting long-term balance-sheet stability.

MSTRPositive Net Change MARAPositive Net Change COINNegative Net Change

Sanghamitra Saha

Inside the Fall Behind Bitcoin ETFs

Bitcoin's slide is testing its inflation-hedge appeal as ETF outflows, rising inflation and geopolitical risks weigh on sentiment.

GLDNegative Net Change UUPPositive Net Change IBITPositive Net Change

Om Jaiswal

IREN Stock Rises 60% in 3 Months: Time to Hold or Book Profits?

IREN Limited surges 60% in three months, but falling Bitcoin mining revenues, rising impairment charges and fierce AI data center competition cloud the outlook.

APLDPositive Net Change HUTPositive Net Change IRENPositive Net Change WULFPositive Net Change

Swayta Shah

HOOD Stock Retreats After 2025 Rally: Should You Stay Invested?

Robinhood drops 25% YTD after a huge 2025 run as crypto trading cools and valuation worries rise despite new AI tools and expansion plans. What should you do?

SCHWPositive Net Change IBKRPositive Net Change HOODPositive Net Change

Subhasish Mukherjee

Strategy vs. TeraWulf: Which Bitcoin Stock Is a Safe Investment Bet?

WULF's AI and HPC expansion contrasts with MSTR's Bitcoin-heavy model, shaping a different risk-reward profile.

MSTRPositive Net Change WULFPositive Net Change

Subhasish Mukherjee

Strategy Relies More on Bitcoin: Are Core Revenues Losing Momentum?

MSTR's Bitcoin holdings near $64B dwarf its software revenue base as capital raises and treasury growth take center stage.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change

David Bartosiak

Bear of the Day: BitFuFu (FUFU)

Bitcoin miners are victims of circumstance when it comes to cycles.

ALRSPositive Net Change SNEXPositive Net Change FUFUNegative Net Change