- Strategy Inc. returned to profitability for the first time in four quarters, booking a roughly $21B unrealized gain as bitcoin rallied through late summer.
- Strategy estimates a $20.9B gain on its digital assets plus a $4.12B tax benefit in Q3, alongside continued BTC purchases and STRC buybacks.
- Metaplanet closed Q3 holding 44K BTC and is building a Strategy-style income play on top of its aggressive accumulation, including a 1K BTC net addition announced Monday.
Quotes
“Strategy Inc. returned to profitability for the first time in four quarters after registering an unrealized gain from an increase in the value of its Bitcoin holdings during the late summer’s rally in the cryptocurrency.”
“Metaplanet (MTLPF) is increasingly following Strategy's (MSTR) Bitcoin (BTC-USD) treasury path, combining aggressive BTC accumulation with new ways to generate income from its broader strategy.”