Strategy’s Crypto Empire in Peril!

A research note from JPMorgan this week highlighted that index providers are examining whether companies whose digital asset holdings represent more than half of total assets should remain eligible for inclusion. If the proposal is implemented, Strategy could lose its place in indexes such as MSCI USA and the Nasdaq 100. A decision from MSCI is expected by January 15. 🕵️‍♂️⏳

🤑 Bitcoin ETFs: The Great November Escape! 🚀

And who’s leading this grand exodus? None other than BlackRock’s IBIT, the so-called “world’s largest publicly-listed fund.” Ha! More like the world’s largest sieve, with over $2 billion leaking out this month alone, according to SoSoValue. 🕳️💰

Bitcoin’s Meltdown: US Investors Lead the Great BTC Exodus 🚨📉 #CryptoCrash

Behold the “Coinbase Premium Gap,” a curious beast that measures the chasm between the price of BTC on Coinbase (the favored watering hole of US investors) and Binance (where the global hoi polloi gather). Lately, this gap has plunged into the crimson depths, a scarlet warning that the American traders are peddling their coins faster than a tumbleweed rolls in a tornado.

McCollum Christoferson’s Exit from Simply Good Foods

According to an SEC filing, McCollum Christoferson sold out its entire position in Simply Good Foods during the third quarter. The exit was as thorough as a parent cleaning out a child’s closet-no sentimental value, just a pile of old t-shirts and a faint smell of regret. The transaction, valued at $3,979,866, was based on the quarterly average price, which I assume is a fancy way of saying “we’ll take whatever the market gives us.”

A New Stake in Evolv: Promise and Peril

The fund, in its quarterly report, disclosed the purchase of 1,511,866 shares, a gesture both bold and hesitant. The value of this holding, 7.47% of the fund’s equity assets, suggested a calculated risk, yet the numbers themselves were a riddle: a company with a market cap of nearly a billion, yet net income in the red, its revenues a flickering flame.

SSR Mining’s Golden Leap: A Value Investor’s Side Eye

On November 10, 2025, Hillsdale Investment Management Inc. filed with the SEC that it had acquired 1,738,825 shares of SSR Mining Inc., a move that cost them roughly $42.45 million. For context, that’s about what my sister paid for her “investment” in a NFT of a dancing cat. But unlike her cat, SSR Mining actually produces something: gold, silver, copper, and the occasional lead balloon.