MSTR Expert: Bitcoin Under $60K Breaks The Market

Adrian Morris is back to break down what Strategy’s latest earnings and the first serious stress test of its preferred-equity machine are revealing. STRC has rebounded after Strategy spent $106 million on buybacks, but Adrian argues the move is still overwhelmingly a Bitcoin and capital-structure story, not proof Strategy can simply defend par.

Computing Infrastructure: Publicly Traded Bitcoin Treasury Companies

Track publicly traded Computing Infrastructure companies holding Bitcoin on their balance sheets, ranked by BTC holdings.

BTC Held by Public Companies

11,408

$876.01M

Number of Public Companies

5

BTC Price

$76,788

Asset Dominance

93.8%
BTC 93.8% ETH 5.5% SOL .47% BNB .14% XRP .14%

Computing Infrastructure: Public Companies Ranked by Bitcoin Holdings

#
Name BitcoinTreasuries logo
1 🇺🇸
10,278
$789M
$8,603M
$*,***M
*.********
*.*%
0.049%
2 🇺🇸
848
$65M
$5,670M
$*,***M
*.********
*.*%
0.004%
3 🇺🇸
275
$21M
$0M
0.001%
4 🇺🇸
6
$0M
$493M
$***M
*.*%
0.000%
5 🇭🇰
1
$0M
$53M
$**M
*.*%
0.000%
Total:
11,408
$876M
0.054%