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#bitcoin-treasury

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TD Cowen Dials Back Strategy, Eyes Four Crypto Treasury Upstarts

Bitcoin's wild ride just prompted TD Cowen to trim Strategy's price target to $350. But they're going all-in with buy ratings on four lesser-known digital asset treasury players.

5 min read 3 weeks, 5 days ago
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Nakamoto's Reverse Split Gambit: David Bailey's Bitcoin Bet Fights Nasdaq Axe

Everyone figured bitcoin treasury plays like Nakamoto were invincible after that May 2025 peak. Now? A 99% plunge and a Hail Mary reverse split to cling to Nasdaq.

5 min read 3 weeks, 5 days ago
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TD Slashes Strategy Target, Goes All-In on Ethereum's Sharplink

TD Cowen just trimmed its price target for Bitcoin behemoth Strategy — but don't count them out on crypto treasuries. They're slapping a fresh 'buy' on Ethereum-focused Sharplink, betting staking crushes costs even in a slump.

5 min read 3 weeks, 6 days ago
Split-screen comparison showing Bitcoin price chart dropping below $70K alongside corporate balance sheets, illustrating divergent treasury strategies

Bitcoin Corporate Treasuries Split: When Your Balance Sheet Becomes a Liability

Bitcoin corporate treasuries are no longer marching in lockstep. As BTC slips below $70K, some companies are dumping holdings at a loss while others double down—and the cracks are starting to show.

5 min read 1 month ago
Metaplanet Bitcoin treasury accumulation chart showing growth to 40,177 BTC in Q1 2026

Metaplanet's $405M Bitcoin Bet Just Made It a Top-3 Holder—But the Stock's Not Celebrating

A Tokyo firm just cracked the top three corporate Bitcoin holders by loading up $405 million worth in a single quarter. Problem? The market doesn't seem impressed.

6 min read 1 month ago

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