saylor

I really see that Saylor has been slapped in the face this time. In Q2, Strategy recorded a net loss of $8.2 billion, with loss per share of more than $24, purely due to a mark-to-market impairment on Bitcoin on its books. Even more painful: the “buy only, never sell” iron rule that they followed for four years was formally broken in June this year—and they still sold a few thousand coins this quarter. After Bitcoin’s peak, it was cut in half; MSTR’s share price has dropped by more than 80% from its 2024 peak. Saylor talks about a “new era of digital credit” with his mouth, but the red ink on the ledger can’t be blurred away. Borrow money to pile into coins—when prices rise, it’s god-tier; when prices fall, you still have to pay. If you get it, you naturally get it. $BTC #Saylor #BTC #复盘

【Strategy loses $8.2 billion! But reserves are enough to cover dividends for 2 years 💸】

Strategy (formerly MicroStrategy) 's latest financial report shows that in Q2, due to the decline in the price of Bitcoin, it recorded an $8.2 billion impairment loss—setting a historic record 😵

However, the company also announced that it has already built up a cash reserve sufficient to pay dividends for more than two years, directly addressing investors’ concerns that the company is stacking up preferred shares at an increasing rate.

As the world’s largest corporate Bitcoin holder, its trading movements are always a market barometer. This time, the loss was mainly an accounting impairment—not a cash outflow of real money—so the impact is felt more in sentiment 📉

📌 Accounting losses ≠ cash-flow break, Strategy responds to concerns with real cash reserves

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#strategy #Saylor
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Strategy Tonight we’ve turned in the Q2 earnings report. Revenue was $122.9 million—basically tracking expectations without surprises, neither exciting nor disappointing. What’s truly interesting is the positioning: they hold 843,000 $BTC , about 4% of the total network. But this past month they didn’t buy a single coin; in July they actually sold 3,588 BTC. Meanwhile, they’re sitting on $2.55 billion in cash.

I don’t see this as them being timid. It looks more like Saylor is waiting for a better price. The playbook for holding coins hasn’t changed—only the timing is tightened. The key point retail investors should recognize is this: when others stop, it’s not necessarily bearish—it may simply mean they have cash and aren’t in a rush to catch a falling “dagger.” Don’t treat their inactivity as a signal for you to bottom-fish. $BTC is tightly tied to this company’s stock price; stable earnings in the report doesn’t automatically mean the coin price will stay stable.

#Saylor #BTC #recap

After the U.S. stock market closes tonight, MicroStrategy will release its Q2 earnings report. What the market is watching is not how much profit it makes, but its “silence” for an entire month without touching Bitcoin.

This time, Saylor has truly stood still. It’s been four straight weeks without adding to its holdings—the longest pause in two years. Even more striking: from late June to early July, the company sold 3,588 BTC. With a position of more than 840,000 coins, and using today’s price of around $64,000, the unrealized loss on paper is under ten billion dollars.

The root cause is that the premium gap in mNAV has cracked. The multiple measuring “the stock price relative to the value of its coin holdings” has fallen below 1 for the first time. The engine that drives issuing shares to buy coins can’t move; instead, preferred dividend payouts have turned into a cash drain. After the company recognized a loss on the scale of more than ten billion dollars in Q1, in tonight’s report people will be asking whether it still wants to and is still able to keep hoarding.

I think this is precisely a health check that pushes Saylor’s “Bitcoin standard” to the wall. In a bull market, issuing shares to buy coins works like a perpetual-motion machine. But when the winds turn against it, leverage and dividends will come back to bite. Don’t just listen to him shout that “Bitcoin has won.” The ledger won’t perform with you.

$BTC for the long term—long-term is long-term. Don’t treat someone else’s position as your own entry or exit point.

#Saylor #BTC #recap

Guys i Just like everyone thinking BTC's biggest threat is regulators or hackers... 💀

Saylor saying it different.

He saying Bitcoin already won that fight.

Real risk now is FROM INSIDE.

People trying to change the consensus rules.
Quietly. Slowly......

Every network that got soft on its own rules ?

Ended up getting rekt on trust...

Bitcoin's whole value is "the rules don't bend for anyone" ....

The day that changes?

Even a little?

Users economic rights start leaking out the back door....

Everyone worried about external attacks ....

everyone watching the wrong door...

Internal pressure is the quiet one.

Stay patient. Watch who's pushing for "upgrades" and ask upgrade for who.

what do u think....

is internal governance really the bigger risk now?

#BTC #bitcoin #Saylor

🚨 Saylor delivers a major statement: Bitcoin code is the constitution—changing the rules is an infringement of economic rights!

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Michael Saylor posted a 9-part long tweet, bringing the debate over the Bitcoin protocol up to the level of the constitution
“Bitcoin has already won—now it must survive victory”

🔸 Saylor: Bitcoin’s code is the constitution; any change is a violation of economic rights
🔸 No longer opposing BIP-110—he’s opposing the act of “changing the Bitcoin code” itself
🔸 The backdrop is that the Bitcoin community is currently having heated discussions around BIP-110
🔸 Saylor believes the core rules set in 2009 should be protected, rather than constantly tinkering

His logic is straightforward
Bitcoin’s appeal lies in its certainty; constantly changing the rules will make it more and more like traditional finance

How do you think about Saylor’s shift from opposing BIP-110 → opposing any changes at all?

Do you think Bitcoin’s protocol should be changed or not? Feel free to discuss in the comments 👇

#比特币 #Saylor #BIP110 #CryptoDebate

【Saylor Won’t Buy BTC Anymore! Pauses for Five Straight Weeks, Then Turns to Hoard $525 Million in Cash 💰🛑😳】

Strategy has now gone five straight weeks without buying Bitcoin—that’s the longest buying pause in two years 😱

In the past week, they raised $525 million in cash by selling MSTR stock. Their cash reserves are now up to $3.75 billion, enough to cover 2.1 years of preferred dividends and debt interest.

The more outrageous move is: they also spent $25 million to repurchase their own preferred shares STRC.

STRC has been trading below its par value of $100 since mid-May. Saylor is effectively using shareholders’ money to buy back the preferred shares his own company has beaten down to junk status 🤔

Meanwhile, the BTC holdings are frozen at 843,775 coins with no movement; they haven’t added any more positions since June 22.

On Thursday, Strategy will report earnings—so it’s likely that Saylor will reveal the next steps then. For now, their BTC holdings are showing an unrealized loss of $8.5 billion (bought at an average cost far higher than today’s BTC price). But as for Saylor—he always has a backup plan 🃏

📌 Five straight weeks of not buying + selling shares to pile up cash + repurchasing preferred stock—what big move is Saylor building up?

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#strategy #Saylor
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I saw Saylor post a long piece again at dawn. This time, he gets one sentence across pretty clearly: Bitcoin has already won, and the real enemy isn’t outside the door—it’s within. In plain terms, he’s afraid that someone will change the consensus rules for their own interests and undermine the very foundation of economic rights.

After all these years, the thing I admire most about the BTC system is that it’s a hard core that nobody can change. Up and down in price are just the surface—if the rules can’t be altered, that’s what matters. Right now, $BTC is hovering around 63900, down a little within the day by about 1%, nothing that’s provocative. But Saylor’s remark is a reminder: don’t just stare at the price—also check whether that on-chain rule set is still solid. If the rules hold, value holds.#Saylor #BTC #recap

Michael Saylor says Strategy may now sell Bitcoin back and forth to buy back preferred stock first. This is the first time in Strategy’s history. The era of only buying and never selling has ended.

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If STRC preferred stock drops below $100, strike and take the discount. Last week, it spent $25 million to repurchase 288,000 shares at an average price of $86.52.

But note: Strategy still has $3.75 billion in cash reserves on its balance sheet. The buyback uses a separate financing channel and doesn’t affect the Bitcoin holdings floor.

Saylor’s meaning is clear: manage capital flexibly, don’t be foolish by hoarding. This is a signal to the market—Bitcoin is no longer an asset that only goes in and never comes out.

Saylor’s strategic shift is worth watching. Big players are adjusting their stance—so you should adjust too.

Every day, I’ll take you to track crypto hot topics—not just what’s happening in the news, but also help you understand the logic and opportunities behind it 👀🚀

#Strategy #Saylor #比特币

Everyone’s asking…

“Why isn’t #Saylor buying more #Bitcoin ?”

Maybe they’re asking the wrong question.

While everyone watches the #BTC balance, Strategy has quietly built a $3.75 BILLION cash reserve.

That’s not fear.

That’s optionality.

When everyone else is forced to react to the market…

Saylor is making sure he has the liquidity to survive, protect the business, and be ready when the next opportunity appears.

The best investors don’t just think about upside.

They make sure they can outlast everyone else.

Sometimes the strongest move isn’t buying.

It’s making sure you’re still standing when everyone else has run out of ammunition. 💪📈

$BTC
$MSTR
#USStorageStocksExtendLosses

🔴 Urgent | Saylor: Strategy will not issue STRC below $100 — and the buybacks will be funded through selling MSTR shares and possibly Bitcoin
──────────────────
📰 The news
Michael Saylor, founder of Strategy, said the company will not issue its preferred shares STRC for less than $100, confirming that the buyback operations will be funded through sales of MSTR shares, and possibly by selling a portion of $BTC depending on market conditions.
──────────────────
📌 Key details
— This is the first clear hint from Saylor about the possibility of selling $BTC, a very rare move that contradicts the company’s “buy only, never sell” philosophy, which it built its reputation on for years
— It comes directly after a week in which Strategy stopped buying despite raising $544.5 million through selling shares — adding more questions about a potential shift in strategy
— STRC is one of the financing tools the company developed to support its $BTC purchases without relying solely on issuing ordinary MSTR shares
──────────────────
✦ Why does the market care?
Any signal, even if conditional, that Strategy might sell part of its massive $BTC holdings is a fundamental shift worth close monitoring—especially with Peter Schiff’s repeated attacks on the sustainability of this model.
──────────────────

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#Saylor #strategy #BTC

Cash Reserve Proposal Rising, Bitcoin Remains the Main Strategy Weapon

Michael Saylor has again shared the latest update regarding Strategy’s financial condition. The company managed to increase its cash reserves by US$525 million, bringing its total cash holdings to US$3.75 billion.

At the same time, Strategy still holds 843,775 BTC as its main asset in its long-term strategy. The combination of large cash reserves and Bitcoin ownership has led the company to claim it has sufficient protection to support dividend payments for about 2.1 years ahead.

For crypto market participants, this move suggests that Strategy is not only focused on adding Bitcoin, but also maintaining liquidity so it stays strong amid dynamic market conditions. Strategies like this are often seen as a sign of high confidence in Bitcoin’s long-term prospects.

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NFA, DYOR.

#menjaditrader #Bitcoin #Crypto #Strategy #Saylor $BTC

🔴 Urgent | Michael Saylor: Refusing to merge Bitcoin with banks and institutions condemns it to only 1% of its potential
──────────────────
📰 The News
Michael Saylor, founder of Strategy, said that refusing to integrate $BTC with banks and institutions, custodians, exchanges, stock markets, credit, governments, and currencies means depriving 99% of the world of its benefits, and condemning it to achieve only 1% of its true potential.
──────────────────
📌 Key Details
— Saylor’s statement comes as a direct defense of the investment philosophy he built for Strategy, based on full integration between $BTC and the traditional financial system rather than staying separate from it
— The stance sharply contradicts the original founding philosophy of Bitcoin, which is based on decentralization and independence from traditional financial institutions
— The statement comes amid a recurring attack by Peter Schiff on the Strategy model itself, calling it fragile and not sustainable
──────────────────
✦ Conclusion
Philosophical debate about the future of $BTC continues—between Saylor’s vision of full integration with the traditional financial system and another view that clings to autonomy as a core that cannot be compromised.
──────────────────

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#Saylor #BTC

【Strategy suddenly pauses buying BTC? Bitcoin’s largest “buyer” has hit the brakes! 😳🟠】

Strategy, which has been aggressively buying Bitcoin non-stop,
may need to pause this time. 🛑

The reason isn’t that they don’t believe in $BTC ,

but rather:
👉 The company is about to release its earnings report. 📊

According to regulations,

there’s a “blackout period” before the report is published,
and companies typically don’t execute large transactions during that time. 💰

In other words,

the familiar “Strategy continues buying BTC”
may not show up in the market for a short while.

Why is everyone paying so much attention?

Because over the past few years,
Strategy has been one of Bitcoin’s biggest institutional buyers.

Each time they announce adding to their position,
it boosts market confidence. 📈

📌 Strategy pausing its crypto buys is more like a normal arrangement before the earnings report,
and it doesn’t necessarily mean they’re bearish on Bitcoin.
What’s truly worth watching is whether, after the earnings are released,
they will restart their “sweep” mode.

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Michael Saylor hints at buying more Bitcoin.

“We’re gonna need another color.”

A cryptic message that many believe signals another major $BTC purchase is on the way.

#saylor #PensionFundsTurnNetBuyersOfKoreanShares

Lol Saylor just dropped the chart and said “We’re gonna need another color” 😂

Strategy sitting on 843,775 $BTC worth over $54B and the orange dots are so stacked the man needs a whole new shade just to keep buying.

Average cost still around $76k while price is chilling lower… and this guy is still talking like he’s just getting started.

Never change Saylor. Absolute legend.

#Bitcoin $BTC $MSTR #Saylor #Strategy

Earn 500 million a day → Lose 8.3 billion in a quarter: the two-sided Bitcoin drama of #Saylor $MSTR

Let’s revisit a narrative that’s being resurfaced by old news: In November 2024 (when BTC was approaching $100,000), Michael Saylor claimed Strategy “earned $500 million a day,” branding it as “the fastest-growing profitable company in the United States.” Look at this line again today—both sides of the same coin have already played out.
Exclusive angle: not “if,” but “it has happened.” In Q2 2026, Strategy recorded **an $8.32 billion digital asset impairment loss (WSJ)**. In the same period, it was forced to sell 3,588 BTC to raise $216 million in cash—its first net reduction since 2022. BTC fell from the 52-week high of $126,198 to today’s $65,414** (-48%); MSTR’s share price dropped from $437 to **$97.82** (-78%). More importantly, over the past two weeks Saylor stopped buying coins and instead stockpiled cash by selling MSTR shares to reach **$3.2 billion**—the real, most underestimated signal right now is this new play: from “never sell coins” to selling coins and also selling stock.
Earning 500 million a day is one side of the bull market; losing 8.3 billion in a quarter is the other side of the bear market. Saylor’s model was never stress-tested—now it is.
Bulls or bears? Do you think Saylor is hoarding cash in preparation to buy the dip, or is he hedging for a liquidity crisis in advance? Join the discussion in the comments.

Saylor bought $2,000,000,000 in $BTC above $80,000.

Saylor has accumulated $2,100,000,000 in USD below $65,000.

He is just like average retail, who buys high and sells low.

#Saylor #BTC #Write2Earn

Saylor's Company Just Sold $225M Worth of MSTR Stock - What Does this Mean for Bitcoin's Next Move?

Most traders are watching price, but smart money is keeping a close eye on Michael Saylor's MSTR stock sales. As Decrypt reported, Strategy Inc has sold $225M worth of MSTR shares for the second week in a row, adding to its cash reserves which now total $3.2 billion.

Interestingly, it seems Strategy has chosen to keep its Bitcoin stash untouched, unlike previous instances where the company would sell BTC to beef up its reserves. We can't draw firm conclusions yet, but this might signal a shift in Saylor's macro strategy.

The Signal: #MSTR stock sales, #Saylor's cash reserves, #Bitcoin stash

The Interpretation: This could be an attempt by Saylor to position himself for future market volatility or a sign that he's betting on Bitcoin's long-term uptrend.

The Watch List: Keep an eye on Bitcoin's price action relative to MSTR's performance in the coming weeks - could a correlation emerge? #WatchlistBTCvsMSTR

The Insider's Question: Will Saylor's MSTR stock sales be a precursor to a larger Bitcoin accumulation play?

Michael Saylor this week:

❌ Bought 0 Bitcoin.
💰 Added another $225 million to the cash pile.

CT:
“HE’S LOST FAITH!!”

Reality:
The man still owns 843,775 BTC… he just has enough cash now to survive the next round of CT panic. 😂

Some people play chess.
CT is still arguing over the rules. ♟️

$BTC
$MSTR
#bitcoin #Saylor