#strategy
3 stories
CryptoSep 12, 2026
Capital B Added 12% More Bitcoin, but Holdings per Share Barely Moved
The French treasury company's diluted share count grew almost as fast as its coin pile, leaving satoshis per share near 736 between 17 August and 7 September.
peatpost Desk

CryptoAug 27, 2026
Bitcoin Reached $80,000 and the Treasury Company Premiums Did Not Come Back
Strategy, Twenty One Capital and Metaplanet all trade below the gross value of their holdings. The discounts are not what they look like.
peatpost Desk

MarketsAug 25, 2026
Strategy's $66B Bitcoin Machine Runs on Capital Markets, Not Bitcoin's Price
A stress test finds BTC would need to fall 96% to threaten the convertible notes — but $1.76 billion a year in interest and dividends has to be paid regardless.
The Latest Desk