Back to top

bitcoin: Archive

Bryan Hayes

Bear of the Day: Strategy (MSTR)

The shift from accumulating Bitcoin to selling it in order to service the capital structure marks a genuine change in the story.

MSTRPositive Net Change

Moumita C. Chattopadhyay

IREN vs. MSTR: Which Bitcoin Stock Is the Better Choice for Investors?

IREN's contracted AI cloud growth and financing edge make it a stronger choice than Strategy's leveraged Bitcoin model and dilution risks.

MSTRPositive Net Change IRENPositive Net Change

Moumita C. Chattopadhyay

MSTR Builds a Dollar Reserve: Will This Reduce Financial Risk?

Strategy's $3.225 billion reserve may ease near-term payment pressure, but heavy debt, preferred stock and Bitcoin exposure keep financial risk elevated.

MSTRPositive Net Change MARAPositive Net Change ASSTPositive Net Change

Moumita C. Chattopadhyay

Should You Hold Strategy Stock Following Its Bitcoin Monetization Plan?

Strategy's Bitcoin monetization plan boosts liquidity and buyback flexibility, but valuation, weak momentum and funding risks keep caution in focus.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change

Zacks Equity Research

Is the Bitcoin ETF Boom Losing Momentum?

The U.S. -listed Bitcoin ETFs have seen a record $4.5B outflow in June 2026 as Bitcoin falls 20.5%, while investors shift toward select altcoin ETFs.

GBTCPositive Net Change IBITPositive Net Change FBTCPositive Net Change

Bryan Hayes

Why Robinhood's Business Momentum May Be Outrunning Earnings Estimates

If Robinhood delivers a Q2 beat and demonstrates that its banking and prediction-market initiatives are scaling quickly, upward estimate revisions would likely follow.

HOODPositive Net Change

Rajshree Sipani

Why Open USD Is Poised to Stand Out in the Crowded Stablecoin Market

Open USD, backed by Visa and 140+ partners, aims to boost enterprise stablecoin adoption with free minting, open governance and low-cost settlement.

MANegative Net Change VNegative Net Change AXPNegative Net Change COINPositive Net Change

Subhasish Mukherjee

Strategy vs. Hut 8: Which Bitcoin Stock Has an Edge Right Now?

HUT's AI infrastructure push, Bitcoin exposure and stronger execution make it stand out against MSTR's Bitcoin-driven volatility.

MSTRPositive Net Change HUTPositive Net Change

Shaun Pruitt

Coinbase vs. Strategy: Which Bitcoin-Related Stock is Worth the Risk?

Bitcoin-related stocks have remained under pressure this year as the world's largest cryptocurrency has plummeted 30% to around $60,000, down from all-time highs above $125,000 seen this past October.

MSTRPositive Net Change COINPositive Net Change

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