S&P’s ‘B–’ rating for Strategy Inc. marks the first time a Bitcoin-focused corporate model has been fully evaluated under traditional credit frameworks. The rating confirms that Bitcoin can now ...

Great strategy fails because leaders assume one way of doing things will work in every situation.

Strategy's value lies primarily in its Bitcoin portfolio, not its traditional software business. Despite BTC's rise, MSTR's premium to its BTC portfolio value remains perplexing, with the company ...

A growing number of public companies are stuck in limbo—technically solvent, but strategically stalled. Growth has evaporated. Stock prices have languished. Reinvestment opportunities are unclear or ...