Bitcoin Nears $88,700, Boosting Related Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy MSTR?
Source: stocktwits
- Bitcoin Price Recovery: Bitcoin's price nearing $88,700 has boosted the performance of crypto-linked stocks, although some stocks remain under pressure, indicating a divergence in market sentiment.
- Strong GameStop Performance: GameStop (GME) closed up 4.44% and continued to rise in after-hours trading as investor Michael Burry increased his stake, reflecting optimistic market sentiment about its future prospects.
- Strategy Stock Decline: Strategy (MSTR) fell 1.55% due to the announcement of additional equity sales related to its Bitcoin accumulation strategy, although it slightly rebounded after hours, highlighting investor concerns over dilution risks.
- Other Stocks Struggling: Stocks like CleanSpark (CLSK), ALT5 Sigma (ALTS), Bakkt (BKKT), and KULR remained in negative territory despite an overall market recovery, indicating a lack of confidence in these equities.
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Analyst Views on MSTR
Wall Street analysts forecast MSTR stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 123.000
Low
229.00
Averages
453.17
High
705.00
Current: 123.000
Low
229.00
Averages
453.17
High
705.00
About MSTR
Strategy Inc., formerly MicroStrategy Incorporated, is a bitcoin treasury and business intelligence company. The Company provides cloud-native, artificial intelligence (AI)-powered enterprise analytics software to thousands of global customers. The Company’s Strategy ONE platform provides access to AI-powered workflows, unlimited data sources, cloud-native technologies, and performance to speed up time from data to action. Strategy One delivers visualization, reporting, and embedded analytics capabilities across retail, banking, technology, manufacturing, insurance, consulting, healthcare, telecommunications, and the public sector. Its Strategy Mosaic is a universal intelligence layer that provides enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The Strategy Mosaic offers data clarity and connection by eliminating trade-offs between flexibility, control, and speed.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Strategy Acquires 2,486 Bitcoins for $168.4M
- Bitcoin Acquisition: Strategy acquired 2,486 bitcoins for an aggregate price of $168.4 million between February 9 and 16, with an average purchase price of $67,710, despite Bitcoin trading 1.19% lower at $68,086 before Tuesday's market open, indicating the impact of market volatility on its investment strategy.
- Total Holdings: The company's total bitcoin holdings now stand at 717,131 BTC, purchased for a total of $54.5 billion at an average price of $76,027, reflecting its long-term positioning in the bitcoin market and confidence in future price appreciation.
- Funding Sources: The latest bitcoin purchases were funded through proceeds from its at-the-market sales program, where Strategy sold 785,354 shares of its 9.0% SERIES A PERPETUAL STRETCH PREFERRED STOCK for net proceeds of $78.4 million, enhancing its liquidity.
- Future Outlook: Founder Michael Saylor stated that the company plans to buy Bitcoin “every quarter” indefinitely, despite the risk of Bitcoin prices potentially dropping to $8,000, demonstrating a strong belief in the long-term value of Bitcoin.
See More
Bitmine Holds Over $6 Billion in Staked ETH
- Significant ETH Holdings: Bitmine currently holds 3,040,483 staked ETH, valued at $6.1 billion at $1,998 per ETH, demonstrating the company's robust investment capability in crypto assets and further solidifying its market leadership.
- Staking Revenue Potential: Bitmine's staked ETH is projected to generate annual staking rewards of $252 million based on a 2.89% yield, which not only enhances the company's cash flow but also provides a stable revenue source for future investments, strengthening its financial health.
- Strategic Investment Moves: Bitmine recently closed a $200 million investment in Beast Industries, indicating its proactive strategy in diversifying its investment portfolio aimed at enhancing overall asset value through emerging market growth opportunities.
- Active Market Trading: Bitmine's stock trades at an average daily volume of $0.9 billion in the US, ranking 158th, reflecting its popularity among investors and attracting attention from notable institutional investors, including ARK's Cathie Wood.
See More
Bitmine Holds $9.6 Billion in Crypto Assets
- Significant ETH Holdings: Bitmine's ETH holdings have reached 4,371,497 tokens, valued at approximately $6.1 billion at current prices, showcasing the company's strong position in the cryptocurrency market, particularly with a notable 3.62% share of ETH supply.
- Ongoing Investment Strategy: Bitmine acquired 45,759 ETH in the past week, indicating the company's confidence in the long-term value of ETH despite current market downturns, with plans to continue increasing holdings to navigate market fluctuations.
- Liquidity and Trading Volume: Bitmine's stock averages $900 million in daily trading volume in the U.S., ranking 158th, reflecting its popularity among investors and market liquidity, which further enhances its market influence.
- Future Development Plans: The company plans to launch the MAVAN staking solution in Q1 2026, which is expected to provide higher annual yields for ETH holders, further solidifying Bitmine's leadership in the crypto asset management sector.
See More
Bitmine Holds Over $6 Billion in Staked ETH
- Significant ETH Holdings: Bitmine currently holds 3,040,483 ETH valued at $6.1 billion at $1,998 per ETH, showcasing a robust asset base in the crypto market and reinforcing its position as the largest ETH treasury globally.
- Staking Revenue Potential: With 3.62% of the global ETH supply staked, Bitmine anticipates annual staking revenues of $252 million, indicating a strong cash flow generation capability through staking activities that will enhance its financial stability.
- Strong Investor Support: Backed by top institutional investors including Cathie Wood of ARK and Pantera, Bitmine demonstrates market confidence in its long-term growth strategy, particularly with the upcoming MAVAN staking solution set to launch in 2026, which will further enhance its competitive edge.
- High Trading Activity: Bitmine's stock trades at an average daily volume of $0.9 billion, ranking 158th in the US market, reflecting high liquidity and market interest that could attract more investors and drive the company's stock price upward.
See More
Bitcoin Price Declines: Challenges in Reaching Above $70,000 Again.
- Bitcoin Price Decline: The price of Bitcoin has continued to decrease, remaining below the $70,000 mark.
- Market Sentiment: The ongoing drop in Bitcoin's value reflects current market trends and investor sentiment.
See More
Strategy Firm Confirms Resilience Against Bitcoin Price Drop
- Asset Resilience: Strategy has confirmed its ability to withstand a Bitcoin price drop to $8,000 while fully covering its debt obligations, indicating strong financial resilience amid market volatility.
- Bitcoin Holdings: Since adopting Bitcoin as a treasury asset in 2020, Strategy has accumulated 714,644 BTC, valued at approximately $49.3 billion, showcasing its significant commitment to cryptocurrency investment.
- Stock Performance: Despite strong Bitcoin holdings, Strategy's shares have fallen nearly 60% over the past year, reflecting market concerns about its overall performance and potentially impacting investor confidence.
- Market Context: With Bitcoin hovering around $70,000, Strategy faces a challenging market environment, particularly as crypto-linked stocks rise, making its performance stand out amid broader market trends.
See More
Strategy Acquires 2,486 Bitcoins for $168.4M
- Bitcoin Acquisition: Strategy acquired 2,486 bitcoins for an aggregate price of $168.4 million between February 9 and 16, with an average purchase price of $67,710, despite Bitcoin trading 1.19% lower at $68,086 before Tuesday's market open, indicating the impact of market volatility on its investment strategy.
- Total Holdings: The company's total bitcoin holdings now stand at 717,131 BTC, purchased for a total of $54.5 billion at an average price of $76,027, reflecting its long-term positioning in the bitcoin market and confidence in future price appreciation.
- Funding Sources: The latest bitcoin purchases were funded through proceeds from its at-the-market sales program, where Strategy sold 785,354 shares of its 9.0% SERIES A PERPETUAL STRETCH PREFERRED STOCK for net proceeds of $78.4 million, enhancing its liquidity.
- Future Outlook: Founder Michael Saylor stated that the company plans to buy Bitcoin “every quarter” indefinitely, despite the risk of Bitcoin prices potentially dropping to $8,000, demonstrating a strong belief in the long-term value of Bitcoin.
See More
Bitmine Holds Over $6 Billion in Staked ETH
- Significant ETH Holdings: Bitmine currently holds 3,040,483 staked ETH, valued at $6.1 billion at $1,998 per ETH, demonstrating the company's robust investment capability in crypto assets and further solidifying its market leadership.
- Staking Revenue Potential: Bitmine's staked ETH is projected to generate annual staking rewards of $252 million based on a 2.89% yield, which not only enhances the company's cash flow but also provides a stable revenue source for future investments, strengthening its financial health.
- Strategic Investment Moves: Bitmine recently closed a $200 million investment in Beast Industries, indicating its proactive strategy in diversifying its investment portfolio aimed at enhancing overall asset value through emerging market growth opportunities.
- Active Market Trading: Bitmine's stock trades at an average daily volume of $0.9 billion in the US, ranking 158th, reflecting its popularity among investors and attracting attention from notable institutional investors, including ARK's Cathie Wood.
See More
Bitmine Holds $9.6 Billion in Crypto Assets
- Significant ETH Holdings: Bitmine's ETH holdings have reached 4,371,497 tokens, valued at approximately $6.1 billion at current prices, showcasing the company's strong position in the cryptocurrency market, particularly with a notable 3.62% share of ETH supply.
- Ongoing Investment Strategy: Bitmine acquired 45,759 ETH in the past week, indicating the company's confidence in the long-term value of ETH despite current market downturns, with plans to continue increasing holdings to navigate market fluctuations.
- Liquidity and Trading Volume: Bitmine's stock averages $900 million in daily trading volume in the U.S., ranking 158th, reflecting its popularity among investors and market liquidity, which further enhances its market influence.
- Future Development Plans: The company plans to launch the MAVAN staking solution in Q1 2026, which is expected to provide higher annual yields for ETH holders, further solidifying Bitmine's leadership in the crypto asset management sector.
See More
Bitmine Holds Over $6 Billion in Staked ETH
- Significant ETH Holdings: Bitmine currently holds 3,040,483 ETH valued at $6.1 billion at $1,998 per ETH, showcasing a robust asset base in the crypto market and reinforcing its position as the largest ETH treasury globally.
- Staking Revenue Potential: With 3.62% of the global ETH supply staked, Bitmine anticipates annual staking revenues of $252 million, indicating a strong cash flow generation capability through staking activities that will enhance its financial stability.
- Strong Investor Support: Backed by top institutional investors including Cathie Wood of ARK and Pantera, Bitmine demonstrates market confidence in its long-term growth strategy, particularly with the upcoming MAVAN staking solution set to launch in 2026, which will further enhance its competitive edge.
- High Trading Activity: Bitmine's stock trades at an average daily volume of $0.9 billion, ranking 158th in the US market, reflecting high liquidity and market interest that could attract more investors and drive the company's stock price upward.
See More
Bitcoin Price Declines: Challenges in Reaching Above $70,000 Again.
- Bitcoin Price Decline: The price of Bitcoin has continued to decrease, remaining below the $70,000 mark.
- Market Sentiment: The ongoing drop in Bitcoin's value reflects current market trends and investor sentiment.
See More
Strategy Firm Confirms Resilience Against Bitcoin Price Drop
- Asset Resilience: Strategy has confirmed its ability to withstand a Bitcoin price drop to $8,000 while fully covering its debt obligations, indicating strong financial resilience amid market volatility.
- Bitcoin Holdings: Since adopting Bitcoin as a treasury asset in 2020, Strategy has accumulated 714,644 BTC, valued at approximately $49.3 billion, showcasing its significant commitment to cryptocurrency investment.
- Stock Performance: Despite strong Bitcoin holdings, Strategy's shares have fallen nearly 60% over the past year, reflecting market concerns about its overall performance and potentially impacting investor confidence.
- Market Context: With Bitcoin hovering around $70,000, Strategy faces a challenging market environment, particularly as crypto-linked stocks rise, making its performance stand out amid broader market trends.
See More
