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BTC Yield: MicroStrategy’s Winning KPI

  • Marty Kendall

Marty Kendall

09 Dec 2024 • 8 min read
BTC Yield: MicroStrategy’s Winning KPI

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Mapping the Lifecycle of a Bitcoin Treasury Company: From Hype to Hard Collateral

Mapping the Lifecycle of a Bitcoin Treasury Company: From Hype to Hard Collateral

Bitcoin treasury companies follow a distinct lifecycle: they start in the top right of our chart—small but explosive—and, ideally, drift slowly but steadily toward the bottom left, loaded up with as much BTC as possible to wield as hard collateral in the financial system of the future. Whether
25 Jun 2025 5 min read
Spot the Next MSTR Before It Moons: How to Find the Purest Bitcoin Plays

Spot the Next MSTR Before It Moons: How to Find the Purest Bitcoin Plays

Imagine spotting the next MSTR before the rocket takes off. With our system, you can. This article explains the model fit metric—the first filter in our quantitative, agnostic, data-driven system. What Defines a Pure Bitcoin Play? Many companies today hold Bitcoin on their balance sheets, but few can be
22 Jun 2025 5 min read
The Hidden Dangers of Bitcoin Treasury Companies: What Smart Investors Watch For
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The Hidden Dangers of Bitcoin Treasury Companies: What Smart Investors Watch For

Bitcoin treasury stocks may be the fastest way to make money in the coming gold rush, but they’re far from risk-free. In this article, we break down the biggest threats investors need to keep an eye out for—and how to use the right tools to protect your gains.
21 Jun 2025 11 min read
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