Mizuho maintained an Outperform rating on MSTR as Bitcoin treasury firms continue to erode scarcity premium.
1 report, 1 independent
Updated Jul 25
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What happened
Mizuho maintained an Outperform rating on MSTR as Bitcoin treasury firms continue to erode scarcity premium.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Corporate treasuries are diversifying into digital assets like Bitcoin, Ethereum, and Solana, with firms like Strategy and MSTR leading the charge.Also in this story
- Neptune Digital Assets Corp., headquartered in Vancouver, operates digital currency infrastructure and engages in Bitcoin mining.
- A fund involving Ark invested in long-term Bitcoin holdings, and an ETF was launched tracking the daily USD spot price of Bitcoin.
- A corporate entity has purchased and is holding Bitcoin.
- Vanguard became the largest institutional shareholder of MicroStrategy.
The entities involved
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Bitcoin
digital cash system and associated currency
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Mizuho Securities
Japanese investment banking company
Nothing else this week.
Related events
- Strategy maintains Bitcoin as its primary treasury reserve asset and issues a preferred share product pegged to $100.
- Strategy sold Bitcoin reserves to fund preferred stock dividends amid a stock plunge driven by Bitcoin price decline.
- Reuters reported that the recent surge in Bitcoin prices was linked to support from the U.S. Treasury.
- Connecting Excellence Group Plc has adopted Bitcoin as part of its corporate treasury strategy.
- Bitcoin outperformed commodities in August 2026.
Coverage
Newest first; wire copies grouped- Investing.comA surge in Bitcoin treasury firms is eroding first mover scarcity premium: Mizuho Investing.com -- The rapid rise in companies adopting Bitcoin treasury strategies is starting to dilute the scarcity