“The company’s stock valuation sits near cycle lows as index exclusion chatter grows.”, — write: www.coindesk.com
Executive Chairman Michael Saylor typically takes to X to preview purchases each Sunday and then tweets out the details by around 8 am ET on Monday morning. There w were no such tweets this week.ere no such tweets this week.
This ends a six week run of weekly purchases dating back to Oct. 6.
The Tysons Corner, Virginia based firm holds 649,870 bitcoins with an average cost base of $74,433 per coin according to the Strategy dashboard.
The pause comes as MSTR trades roughly 70% below its all-time high, with its multiple to net asset value (mNAV) sitting just above 1, the lowest level of the current cycle.
The company is also contending with market chatter about potential exclusion from major equity indexes, a threat serious enough to draw the ire of Saylor last week.
Shares are up 1.5% early Monday alongside a small rise in the price of bitcoin over the weekend to the current $86,200.
- As of October 2025, GoPlus has generated $4.7M in total revenue across its product lines. The GoPlus App is the primary revenue driver, contributing $2.5M (approx. 53%), followed by the SafeToken Protocol at $1.7M.
- GoPlus Intelligence’s Token Security API averaged 717 million monthly calls year-to-date in 2025, with a peak of nearly 1 billion calls in February 2025. Total blockchain-level requests, including transaction simulations, averaged an additional 350 million per month.
- Since its January 2025 launch, the $GPS token has registered over $5B in total spot volume and $10B in derivatives volume in 2025. Monthly spot volume peaked in March 2025 at over $1.1B, while derivatives volume peaked the same month at over $4B.
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The latest crypto slide has created an attractive entry point for the two companies’ stocks, with core USDC and bitcoin theses still intact.
- William Blair said the selloff in Coinbase and Circle is a buying opportunity despite market turbulence.
- The bank argued that bitcoin’s weakness reflects early-stage market structure, not a breakdown of its long-term value case.
- Growing USDC stability and recurring revenue give Coinbase increasing insulation from crypto drawdowns, according to the report.
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