Morning Minute: Tokenized Stock Venues Are Launching Without Big Tech’s Approval
Plus, a second Jensen Huang affair is rocking markets while MSCI’s MSTR removal decision sends crypto lower.
Every headline mentioning MicroStrategy from CoinDesk, Yahoo Finance and Nasdaq over the last 30 days, each scored for sentiment and importance. Updated automatically through the trading day.
Plus, a second Jensen Huang affair is rocking markets while MSCI’s MSTR removal decision sends crypto lower.
MSCI’s decision to exclude Strategy from its equity indexes could hamper the company’s ability to buy more bitcoin, according to some analysts.
Key TakeawaysStrategy fell 9% today as bitcoin dropped 5% to below $76,000 in a broad tech sell-off. The stock fell about twice as far as bitcoin because its bitcoin was worth 1.
Phong Le says Strategy is one of America’s biggest stock sellers this year. The difference is what it does with the cash.
The average one-year price target for Strategy Inc - Preferred Stock (NASDAQGS:STRC) (DB:MIG2) has been revised to $196.39 / share. This is an increase of 15.43% from the prior estimate of $170.14 dated October 22, 2026.
Saylor sees one price dynamic as being particularly important to differentiating between bull and bear regimes.
Andrew Kang’s departure comes as Strategy reports $21 billion in quarterly operating income and bitcoin holdings of 848,517 BTC.
Coming shortly is a key government inflation report; coming after the close on Thursday are quarterly earnings from the leading corporate bitcoin holder, Strategy.
The securities have financed purchases of nearly 136,000 bitcoin, opening a funding channel that analysts expect to complement the larger ETF market.
Your day-ahead look for Oct. 19, 2026
Bitcoin treasury company Strive continued to add large numbers of BTC to its balance sheet, while far larger peer Strategy acquired only a small amount.
Key Stats for Strategy StockCurrent Price: $136. 83Street Target (Mean): ~$239Street Target (Median): ~$215What Happened?Strategy (MSTR) closed down 9.