Quick Read

• A U.S. Iran strike pause triggered a relief rally, lifting MSTR 6% and BMNR 13%, but both stocks remain negative over the past year.

• SharpLink’s institutional ownership surged from 6% to 46%, and its $125 million Galaxy Digital (GLXY) on-chain yield fund MOU helps explain today’s outsized bounce.

• Strategy has gone five weeks without a Bitcoin purchase, its longest pause in nearly two years, while sitting on $3.75 billion in cash.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and MicroStrategy didn’t make the cut. Grab the names FREE today.

Strategy (NASDAQ:MSTR) (formerly Microstrategy) shares are up 3% to $94.43 early Monday as a…