While the filteroors are talking about a confiscatory fork, the biggest news for suits in Bitcoin is this:
We view Strategy's high bitcoin concentration, narrow business focus, weak risk-adjusted capitalization, and low U.S. dollar liquidity as weaknesses. These are only partially offset by the company's strong access to capital markets and prudent management of its capital structure, including maintaining no maturities in the next 12 months and financing its business primarily with equity.We assigned our 'B-' issuer credit rating to Strategy.
There has been some divergence.