Dossier
BTC yield
Coverage of BTC yield in the Nexus archive.
- TD Cowen raises Strategy price target to $395 on shift toward STRC issuance and improved BTC Yield outlook
TD Cowen has raised its price target for MSTR to $395 due to a shift towards STRC issuance and an improved BTC Yield outlook for fiscal 2026. The move indicates a positive forecast for the company's performance. This change reflects TD Cowen's updated expectations.
- Is $75.5K the structural floor for BTC in this cycle?
A large-scale investment strategy has added 3,273 BTC (~$255M at $77.9K), raising its total holdings to 818,334 BTC with an average cost of ~$75.5K and a 9.6% yield YTD. The positioning at ~$75K is seen as a potential structural floor for Bitcoin, with implications for market behavior and bullish continuation.