*Post: Oct 4 2026 X, chart from StrategyTracker + "More orange than ever" 116 dots, orange = buys each dot = purchase bigger dot bigger buy record orange concentration* $MOVR $GTC $PUMPBTC
- *Does NOT confirm buy yet — no amount/date/price — Monday 8-K expected to confirm — pattern: Sep 21 "A little more orange" → next day Sep 22 filed 950 BTC $75.7M @ $79,670 — Sep 27 "Even more orange" → Sep 28 filed 1,665 BTC $142.7M @ $85,681 (Sep 21-27)*
- *Current stack as of Sep 27: 847,666 BTC = 4.04% supply — total cost $63.95B — avg $75,437 — value ∼$72.2-72.5B at BTC ∼$85,250 Oct 4 — unrealized +$8.1-8.4B — YTD +175,169 BTC +26.05% — 2026 116 purchases — mNAV 1.14-1.18x, $18.84B ATM shares remaining for future issuance — Digital Credit Stack bonds STRC/STRD/STRF/STRK $12.68B issued 9-13.63% yield*
- *Context: After 10-week pause Aug → bought 4,603 BTC $370M Aug, then 2 consecutive weekly buys Sep — spot ETF holdings +88k BTC since Jul per CryptoQuant*
*BREAKING 🚨 Saylor teases buy: "More orange than ever" 💰 Oct 4 chart 847,666 BTC = 4.04% supply, $63.95B cost @ $75,437 avg, ∼$72.2B value (+$8.3B) — last filed 1,665 BTC $142.7M Sep 21-27 @ $85,681 — follows 950 BTC wk before — 2 weekly buys after 10wk pause — no amount disclosed yet, Mon 8-K will confirm — BTC ∼$85.3k 📈 $MSTR ATM $18.84B left ⚡*
- *Does NOT confirm buy yet — no amount/date/price — Monday 8-K expected to confirm — pattern: Sep 21 "A little more orange" → next day Sep 22 filed 950 BTC $75.7M @ $79,670 — Sep 27 "Even more orange" → Sep 28 filed 1,665 BTC $142.7M @ $85,681 (Sep 21-27)*
- *Current stack as of Sep 27: 847,666 BTC = 4.04% supply — total cost $63.95B — avg $75,437 — value ∼$72.2-72.5B at BTC ∼$85,250 Oct 4 — unrealized +$8.1-8.4B — YTD +175,169 BTC +26.05% — 2026 116 purchases — mNAV 1.14-1.18x, $18.84B ATM shares remaining for future issuance — Digital Credit Stack bonds STRC/STRD/STRF/STRK $12.68B issued 9-13.63% yield*
- *Context: After 10-week pause Aug → bought 4,603 BTC $370M Aug, then 2 consecutive weekly buys Sep — spot ETF holdings +88k BTC since Jul per CryptoQuant*
*BREAKING 🚨 Saylor teases buy: "More orange than ever" 💰 Oct 4 chart 847,666 BTC = 4.04% supply, $63.95B cost @ $75,437 avg, ∼$72.2B value (+$8.3B) — last filed 1,665 BTC $142.7M Sep 21-27 @ $85,681 — follows 950 BTC wk before — 2 weekly buys after 10wk pause — no amount disclosed yet, Mon 8-K will confirm — BTC ∼$85.3k 📈 $MSTR ATM $18.84B left ⚡*
