Strategy Cuts 2025 Earnings Outlook After Bitcoin Slump
On Monday, Dec. 1, 2025, asset manager Strategy trimmed its 2025 earnings outlook after a pronounced slump in Bitcoin depressed crypto-linked revenue. Management said falling BTC prices have reduced demand for its digital-asset products and weighed on trading and performance-related income, forcing a downward revision to annual guidance. The company framed the cut as a near-term response to market-driven revenue pressure rather than a change to its long-term strategy.
The update matters because it shows how swings in Bitcoin now feed directly into corporate earnings and guidance beyond crypto-native firms. Investors should watch Bitcoin price action and Strategy's next quarterly report for signs of stabilization or further downside, and peers with similar exposure could follow with revisions if volatility persists. The move reinforces elevated earnings risk as crypto markets remain unsettled heading into 2026.