Saylor’s most frugal purchase ever: just 250 coins!
Guys, Strategy disclosed last night that it added just 250 BTC last week
At an average price of $86,194, for a total of only $21.5 million
Put that in perspective: this is the 4th week in a row they’ve bought
But they bought 2,949 coins over the previous three weeks—this week’s total was just a fraction of that
At his peak, Saylor would buy over 10,000 coins at a time. Now he’s being very stingy
There’s more in the data: total holdings have reached 848,250 coins
That’s 4% of Bitcoin’s total supply of 21 million—one-fortieth of all the coins are on one company’s books
Total cost: $64 billion, at an average price of $75,444, so they’re still sitting on unrealized gains
What’s even more interesting is the price they paid for those 250 coins
The average was $86,194, while the current price is $82,786—they’re down 4% on the purchase already
They also bought back $190 million worth of STRC preferred shares
In plain English, the financing window is narrowing, and the Bitcoin-accumulation flywheel is turning more slowly
Of course, a smaller purchase doesn’t mean Saylor is bearish, and it certainly doesn’t mean Bitcoin is about to crash
They’re still buying—just more cautiously
My take is clear: public-company treasuries are no longer bottomless buyers of last resort
The market has become a zero-sum game over existing supply, so don’t count on Saylor to save it
Bitcoin’s own $80,000 lifeline is what really matters
Treasury companies used to be rocket boosters
Now they’re just a little motor. Whether Bitcoin takes off still depends on Bitcoin itself 😂
$BTC
#Strategy增持250枚比特币 #比特币 #MSTR
Guys, Strategy disclosed last night that it added just 250 BTC last week
At an average price of $86,194, for a total of only $21.5 million
Put that in perspective: this is the 4th week in a row they’ve bought
But they bought 2,949 coins over the previous three weeks—this week’s total was just a fraction of that
At his peak, Saylor would buy over 10,000 coins at a time. Now he’s being very stingy
There’s more in the data: total holdings have reached 848,250 coins
That’s 4% of Bitcoin’s total supply of 21 million—one-fortieth of all the coins are on one company’s books
Total cost: $64 billion, at an average price of $75,444, so they’re still sitting on unrealized gains
What’s even more interesting is the price they paid for those 250 coins
The average was $86,194, while the current price is $82,786—they’re down 4% on the purchase already
They also bought back $190 million worth of STRC preferred shares
In plain English, the financing window is narrowing, and the Bitcoin-accumulation flywheel is turning more slowly
Of course, a smaller purchase doesn’t mean Saylor is bearish, and it certainly doesn’t mean Bitcoin is about to crash
They’re still buying—just more cautiously
My take is clear: public-company treasuries are no longer bottomless buyers of last resort
The market has become a zero-sum game over existing supply, so don’t count on Saylor to save it
Bitcoin’s own $80,000 lifeline is what really matters
Treasury companies used to be rocket boosters
Now they’re just a little motor. Whether Bitcoin takes off still depends on Bitcoin itself 😂
$BTC
#Strategy增持250枚比特币 #比特币 #MSTR