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.

E-Commerce: Publicly Traded Bitcoin Treasury Companies

Track publicly traded E-Commerce companies holding Bitcoin on their balance sheets, ranked by BTC holdings.

BTC Held by Public Companies

22

$1.71M

Number of Public Companies

2

BTC Price

$76,803

Asset Dominance

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

E-Commerce: Public Companies Ranked by Bitcoin Holdings

#
Name BitcoinTreasuries logo
1 🇺🇸
15
$1M
$5M
$*M
$*M
*.**x
**.*%
0.000%
2 🇸🇪
Refine Group
7
$1M
$*M
*.**x
0.000%
3 🇦🇷
0
$0M
$97,812M
$***,***M
0.000%
Total:
22
$2M
0.000%