Shares in Strategy (MSTR) have slipped as much as 8% on Tuesday as the Bitcoin cryptocurrency has fallen again to sub-$90,000. As investors have rushed back to gold and other investment avenues, the crypto market is again declining to start the week. As the largest institutional investor in BTC, Strategy is hence seeing a similar decline in stock value.

Crypto traders are also dealing with the fallout of Donald Trump’s latest geopolitical saber-rattling. The US president vowed to “100%” follow through on a threat to impose tariffs on European countries that oppose his bid to take control of Greenland. Major U.S. stock indices are down more than 1% so far Tuesday, but top crypto stocks like MSTR have fallen much harder.

Year-to-date, MSTR stock is up over 4%, and analysts say the stock is poised for growth. Earlier this month, Shares in Strategy (MSTR) climbed after MSCI’s decision not to exclude Bitcoin and crypto treasury companies from its indexes. MSCI stated that distinguishing between investment companies and those holding digital assets requires further research; hence, the companies and assets will feature in MSCI’s index. The decision also backs further institutional assets in bitcoin and other cryptocurrencies, which could also fuel an MSTR stock boom.

Furthermore, Strategy (MSTR) is continuing its BTC buying spree in 2026. Strategy recently added $2.13 billion worth of BTC to its holdings. Led by executive chairman Michael Saylor, the company added 22,305 bitcoin at an average price of $95,284 per coin, bringing holdings to 709,715 coins acquired for $53.92 billion, or an average of $75,979 per coin. To begin the year, Strategy acquired 1,283 bitcoin for $116.0 million at an average price of $90,391 between January 1 and 4, 2026. If BTC were to rebound shortly, investors may flock back to MSTR and send the stock back up.