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Strategy did not buy $BTC this week again Strategy confirmed that it increased its USD cash reserves by $225M, bringing its total liquid cash position to $3.2B. This means that the firm did not buy $BTC for the second consecutive week... The firm disclosed the balance sheet expansion via... show more

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🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING! This is NOT a rumor anymore. Strategy has officially sold 3,588 BTC worth around $216 MILLION. The sale reduced its total holdings to 843,775 BTC. And the timing is insane. The last major sale happened in 2022. Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now Strategy has sold more than 5x that amount. Strategy currently has: → 843,775 BTC → $2.55B in cash reserves → Around 17 months of dividend and interest coverage → Massive unrealized losses → MSTR under heavy pressure The BTC was sold to refill cash reserves and fund dividend payments. This changes everything. For years, Saylor told everyone to NEVER sell Bitcoin. Now Strategy is selling BTC to protect its balance sheet. And once the selling starts, the pressure loop becomes REAL: MSTR dumps → raising capital gets harder → cash reserves fall → more pressure to sell BTC. Strategy still controls around 2.8% of all Bitcoin. Selling just 1% of its remaining holdings would mean: → 8,438 BTC Selling 5% would mean: → 42,189 BTC That is the REAL black swan. The biggest corporate Bitcoin holder is no longer only buying. It is now officially selling. Turn notifications on. I’ll post the exact moment I start loading spot.

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING! This is NOT a rumor anymore. Strategy has officially sold 3,588 BTC worth around $216 MILLION. The sale reduced its total holdings to 843,775 BTC. And the timing is insane. The last major sale happened in 2022. Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now Strategy has sold more than 5x that amount. Strategy currently has: → 843,775 BTC → $2.55B in cash reserves → Around 17 months of dividend and interest coverage → Massive unrealized losses → MSTR under heavy pressure The BTC was sold to refill cash reserves and fund dividend payments. This changes everything. For years, Saylor told everyone to NEVER sell Bitcoin. Now Strategy is selling BTC to protect its balance sheet. And once the selling starts, the pressure loop becomes REAL: MSTR dumps → raising capital gets harder → cash reserves fall → more pressure to sell BTC. Strategy still controls around 2.8% of all Bitcoin. Selling just 1% of its remaining holdings would mean: → 8,438 BTC Selling 5% would mean: → 42,189 BTC That is the REAL black swan. The biggest corporate Bitcoin holder is no longer only buying. It is now officially selling. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

137,475 Aufrufe • vor 1 Monat

Michael Saylor just made a STATEMENT. Buy #102: $1.28 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply 🔥 The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in TOTAL. He bought the 7th-largest treasury company's entire balance sheet in a handful of days. 📈 Year-to-date: - Buying 2.2x faster than global mining - Total holdings: 738,731 BTC - Supply vacuum: 36,081 BTC (widest of 2026) Two weeks ago Buy #100 was 592 BTC. This week? Nearly 18,000. Michael Saylor responded. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.NET

Michael Saylor just made a STATEMENT. Buy #102: $1.28 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply 🔥 The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in TOTAL. He bought the 7th-largest treasury company's entire balance sheet in a handful of days. 📈 Year-to-date: - Buying 2.2x faster than global mining - Total holdings: 738,731 BTC - Supply vacuum: 36,081 BTC (widest of 2026) Two weeks ago Buy #100 was 592 BTC. This week? Nearly 18,000. Michael Saylor responded. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.NET

Tyler Rowe

221,476 Aufrufe • vor 5 Monaten

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

169,722 Aufrufe • vor 1 Monat

🔥HUGE: SpaceX’s S-1 IPO filing suggests its Bitcoin holdings may be used as a "strategic reserve for excess cash," per Bloomberg. The firm holds 18,712 BTC, bought for $661M and now worth over $1.1B. Some investors worry BTC adds volatility and could be sold for liquidity, similar to Strategy’s recent 32 BTC sale.

🔥HUGE: SpaceX’s S-1 IPO filing suggests its Bitcoin holdings may be used as a "strategic reserve for excess cash," per Bloomberg. The firm holds 18,712 BTC, bought for $661M and now worth over $1.1B. Some investors worry BTC adds volatility and could be sold for liquidity, similar to Strategy’s recent 32 BTC sale.

Coin Bureau

41,078 Aufrufe • vor 2 Monaten

Death cross = buy signal. 2022: BTC dropped to 20k, death cross confirmed that week. Buy one week later, you're near the bottom. 2018: same setup. Buy one week after confirmation, you get 3.5k BTC. If it confirms now it either means accumulation zone at 60-65k or a wick below the 200W SMA that marks THE bottom. Either way you want to be buying not running.

Death cross = buy signal. 2022: BTC dropped to 20k, death cross confirmed that week. Buy one week later, you're near the bottom. 2018: same setup. Buy one week after confirmation, you get 3.5k BTC. If it confirms now it either means accumulation zone at 60-65k or a wick below the 200W SMA that marks THE bottom. Either way you want to be buying not running.

VirtualBacon

94,156 Aufrufe • vor 5 Monaten

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor’s Strategy may now sell up to $5 BILLION worth of Bitcoin. That equals 73,365 BTC. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+. Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may be able to sell up to $5B worth of Bitcoin in 2026. The same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends, and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. A $5B sale = 73,365 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor’s Strategy may now sell up to $5 BILLION worth of Bitcoin. That equals 73,365 BTC. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+. Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may be able to sell up to $5B worth of Bitcoin in 2026. The same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends, and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. A $5B sale = 73,365 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

114,386 Aufrufe • vor 18 Tagen

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor may sold $1.25 billion worth of Bitcoin. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+ Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may have sold around $1.25B of Bitcoin in 2026. This is NOT confirmed. But the same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor may sold $1.25 billion worth of Bitcoin. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+ Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may have sold around $1.25B of Bitcoin in 2026. This is NOT confirmed. But the same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

192,292 Aufrufe • vor 1 Monat

BLOOMBERG JUST REPORTED LYN ALDEN’S $40,000,000 #BITCOIN TREASURY COMPANY ORANGE JUICE WILL RIVAL STRATEGY THE NEXT GENERATION OF TREASURIES WILL "COMBINE REAL CASH-FLOWING BUSINESSES WITH LONG-TERM BTC HOLDINGS" ORANGE JUICE "WILL NOT NEED TO ISSUE SECURITIES" LIKE STRC TO BUY MORE BTC LYN ALDEN IS INNOVATING ON THE SAYLOR PLAYBOOK THIS IS NOT PRICED IN 🔥

BLOOMBERG JUST REPORTED LYN ALDEN’S $40,000,000 #BITCOIN TREASURY COMPANY ORANGE JUICE WILL RIVAL STRATEGY THE NEXT GENERATION OF TREASURIES WILL "COMBINE REAL CASH-FLOWING BUSINESSES WITH LONG-TERM BTC HOLDINGS" ORANGE JUICE "WILL NOT NEED TO ISSUE SECURITIES" LIKE STRC TO BUY MORE BTC LYN ALDEN IS INNOVATING ON THE SAYLOR PLAYBOOK THIS IS NOT PRICED IN 🔥

The Bitcoin Historian

165,149 Aufrufe • vor 1 Monat

Here's my simple #Bitcoin strategy: each time $BTC dips between the 20-week and 50-week simple moving averages, that’s a value zone. It’s happened three times in this cycle and led to major rallies. Stay patient, buy that range, and only sell if $BTC closes below the 50-week SMA.

Here's my simple #Bitcoin strategy: each time $BTC dips between the 20-week and 50-week simple moving averages, that’s a value zone. It’s happened three times in this cycle and led to major rallies. Stay patient, buy that range, and only sell if $BTC closes below the 50-week SMA.

VirtualBacon

140,368 Aufrufe • vor 1 Jahr

RUMOUR 🚨 Michael Saylor’s Strategy may have just sold 491 BTC on July 1st. The transaction hasn’t been confirmed yet, but if true, this would be one of the first signs of Strategy reducing its Bitcoin position after years of “never sell” narratives. What’s even more concerning is that Bitcoin barely moved after the transaction.

RUMOUR 🚨 Michael Saylor’s Strategy may have just sold 491 BTC on July 1st. The transaction hasn’t been confirmed yet, but if true, this would be one of the first signs of Strategy reducing its Bitcoin position after years of “never sell” narratives. What’s even more concerning is that Bitcoin barely moved after the transaction.

Crypto Rover

325,780 Aufrufe • vor 1 Monat

You are buying $BTC at the production cost at this moment Imagine if you could buy Gold at its production cost which is 1100 USD/OZ and sell for 4100 USD/OZ, wouldn't you? This is just a fact, I don't care if you buy Bitcoin at 60K or not God bless and thanks for the support

You are buying $BTC at the production cost at this moment Imagine if you could buy Gold at its production cost which is 1100 USD/OZ and sell for 4100 USD/OZ, wouldn't you? This is just a fact, I don't care if you buy Bitcoin at 60K or not God bless and thanks for the support

Seth

18,561 Aufrufe • vor 1 Monat

Bitcoin will now count as an asset when applying for a mortgage. You may no longer need to sell your BTC to buy that house, and the US government is now comfortable with taking bitcoin risk on its own books. This is just the beginning. [B2YB ]

Bitcoin will now count as an asset when applying for a mortgage. You may no longer need to sell your BTC to buy that house, and the US government is now comfortable with taking bitcoin risk on its own books. This is just the beginning. [B2YB ]

Joe Consorti

45,257 Aufrufe • vor 1 Jahr

My investing strategy is so simple that a 50 IQ individual could execute it - Take my employer match in my $401k and invest $200 weekly - Save $1,000 cash a week for my house deposit until it gets to $130,000 (we’re at $104,000). Once we hit $130,000, we buy the house and go 100% investments - Invest $250 into the S&P500/week -Invest $250 into $BTC per week -Invest $50 into Vanguard ETFs/week and $50 into $BTC/week for my kids That is all you need to win

My investing strategy is so simple that a 50 IQ individual could execute it - Take my employer match in my $401k and invest $200 weekly - Save $1,000 cash a week for my house deposit until it gets to $130,000 (we’re at $104,000). Once we hit $130,000, we buy the house and go 100% investments - Invest $250 into the S&P500/week -Invest $250 into $BTC per week -Invest $50 into Vanguard ETFs/week and $50 into $BTC/week for my kids That is all you need to win

Black Mamba Millionaire

76,264 Aufrufe • vor 1 Monat

🚨BIG BET: WALL STREET ANALYSTS SEE STRATEGY SURGING TO $570 Benchmark's Mark Palmer reiterated Wall Street's highest price target on Strategy at $570, arguing the company remains the market's ultimate leveraged Bitcoin bet. He adds that a strong Bitcoin rally, not valuation expansion, could send $MSTR sharply higher, with its massive BTC holdings and capital structure creating outsized upside.

🚨BIG BET: WALL STREET ANALYSTS SEE STRATEGY SURGING TO $570 Benchmark's Mark Palmer reiterated Wall Street's highest price target on Strategy at $570, arguing the company remains the market's ultimate leveraged Bitcoin bet. He adds that a strong Bitcoin rally, not valuation expansion, could send $MSTR sharply higher, with its massive BTC holdings and capital structure creating outsized upside.

Coin Bureau

47,768 Aufrufe • vor 1 Monat

Uniswap Dominates Ethereum, Base, & Arbitrum Uniswap maintains its position as the primary liquidity hub for decentralized trading, capturing 67.3% of total volume on Ethereum this week. The protocol’s dominance extends aggressively into Layer 2 ecosystems, where it controls a staggering 84.6% of market share on Arbitrum and 46.6% on Base. This volume consolidation arrives as $UNI is increasingly re-rated by institutional analysts as a foundational cash-flow asset within the 2026 financial stack.

Uniswap Dominates Ethereum, Base, & Arbitrum Uniswap maintains its position as the primary liquidity hub for decentralized trading, capturing 67.3% of total volume on Ethereum this week. The protocol’s dominance extends aggressively into Layer 2 ecosystems, where it controls a staggering 84.6% of market share on Arbitrum and 46.6% on Base. This volume consolidation arrives as $UNI is increasingly re-rated by institutional analysts as a foundational cash-flow asset within the 2026 financial stack.

BSCN

27,948 Aufrufe • vor 2 Monaten

Using BTC as collateral asset, borrow stablecoin, and use it again to DCA. That's how I buy the dip without selling assets or use more cash. Just simply by optimizing the assets I have in DeFi. For me, this strategy helps me stay calm, stay liquid, and stay invested without making emotional decisions. Remember: this is my personal approach. Always understand the risks and choose what fits your risk tolerance 💖

Using BTC as collateral asset, borrow stablecoin, and use it again to DCA. That's how I buy the dip without selling assets or use more cash. Just simply by optimizing the assets I have in DeFi. For me, this strategy helps me stay calm, stay liquid, and stay invested without making emotional decisions. Remember: this is my personal approach. Always understand the risks and choose what fits your risk tolerance 💖

Elin Kaban

13,481 Aufrufe • vor 9 Monaten

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

Phong Le

487,594 Aufrufe • vor 1 Monat

Strategy really did sell Bitcoin, but four tenths of one percent of the treasury is not capitulation "Strategy recently sold three thousand five hundred and eighty eight Bitcoin for approximately two hundred and sixteen million dollars. The proceeds were used to fund preferred distributions and replenish its dollar reserve. That was a real change, but it was not capitulation" "Strategy sold approximately four tenths of one percent of its treasury and still owns more than eight hundred forty three thousand Bitcoin" "On Monday, Strategy announced that it added another five hundred twenty five million to its dollar reserves, bringing that reserve to three point seven five billion, while its Bitcoin holdings remained unchanged"

Strategy really did sell Bitcoin, but four tenths of one percent of the treasury is not capitulation "Strategy recently sold three thousand five hundred and eighty eight Bitcoin for approximately two hundred and sixteen million dollars. The proceeds were used to fund preferred distributions and replenish its dollar reserve. That was a real change, but it was not capitulation" "Strategy sold approximately four tenths of one percent of its treasury and still owns more than eight hundred forty three thousand Bitcoin" "On Monday, Strategy announced that it added another five hundred twenty five million to its dollar reserves, bringing that reserve to three point seven five billion, while its Bitcoin holdings remained unchanged"

The Wolf Of All Streets

32,550 Aufrufe • vor 20 Tagen

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

Phong Le

422,301 Aufrufe • vor 17 Tagen

🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.

🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.

Adam Livingston

54,417 Aufrufe • vor 3 Monaten