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strategy
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Strategy didn’t add any Bitcoin last week — but that doesn’t mean the buying story is over.
The company has built a $1.59B cash pool specifically to support future BTC purchases.
Strategy still holds a massive 840,447 $BTC.
For me, the interesting part isn’t the missed purchase last week. It’s the dry powder sitting on the sidelines.
The question now is simple: when does that $1.59B turn into Bitcoin? 👀
#Bitcoin #BTC #Strategy #Crypto #CryptoMarkets
Strategy didn’t add any Bitcoin last week — but that doesn’t mean the buying story is over.
The company has built a $1.59B cash pool specifically to support future BTC purchases.
Strategy still holds a massive 840,447 $BTC.
For me, the interesting part isn’t the missed purchase last week. It’s the dry powder sitting on the sidelines.
The question now is simple: when does that $1.59B turn into Bitcoin? 👀
#Bitcoin #BTC #Strategy #Crypto #CryptoMarkets
Picture this: you buy Bitcoin for a treasury strategy, spend months underwater, and then watch the market turn and put your stack $1.5B ahead of cost.
That is the part most traders and investors know too well. The hard moment is not buying. It is holding through the drawdown, fighting FOMO, and trying to figure out whether to add, wait, or bail before the next leg moves.
Strategy’s case is simple but unusual. The company holds 840,447 $BTC at an average cost of $75,385, and with Bitcoin near $77K, the position is back in profit. Michael Saylor has always framed Bitcoin as a way to turn economic value into digital form, portable, scarce, and outside central control.
What makes this interesting is the contrast with most corporate buyers. A lot of firms treat BTC like a one-time allocation and go quiet when the price gets rough. Strategy keeps doing the opposite, which is why every move it makes gets compared with earlier treasury buyers and with companies that never committed in the first place. The real question now is whether this green zone pulls them back into accumulation, or whether they keep sitting on cash and wait for a cleaner setup.
Where do you think this goes from here?
#Bitcoin #Strategy #BTC
That is the part most traders and investors know too well. The hard moment is not buying. It is holding through the drawdown, fighting FOMO, and trying to figure out whether to add, wait, or bail before the next leg moves.
Strategy’s case is simple but unusual. The company holds 840,447 $BTC at an average cost of $75,385, and with Bitcoin near $77K, the position is back in profit. Michael Saylor has always framed Bitcoin as a way to turn economic value into digital form, portable, scarce, and outside central control.
What makes this interesting is the contrast with most corporate buyers. A lot of firms treat BTC like a one-time allocation and go quiet when the price gets rough. Strategy keeps doing the opposite, which is why every move it makes gets compared with earlier treasury buyers and with companies that never committed in the first place. The real question now is whether this green zone pulls them back into accumulation, or whether they keep sitting on cash and wait for a cleaner setup.
Where do you think this goes from here?
#Bitcoin #Strategy #BTC
🚨BREAKING🚨
💰 Strategy raised ~$2B by selling 18.26M MSTR shares last week.
🏦 The company now holds $6.69B in total USD liquidity: $5.1B USD Reserve + $1.59B USD Cash.
🔄 Strategy used $136.4M to repurchase 1.43M STRC preferred shares and added $300M to its USD Reserve.
₿ No Bitcoin was bought or sold last week; holdings remain at 840,447 BTC, worth about $65.6B.
📈 MSTR rose ~1.2% pre-market to nearly $121, while Bitcoin traded above $78,000.
🧭 The new $1.59B USD Cash pool gives Strategy greater flexibility to buy BTC, repurchase shares, repay debt or respond to market opportunities.
$BTC
#strategy #MSTR؛
💰 Strategy raised ~$2B by selling 18.26M MSTR shares last week.
🏦 The company now holds $6.69B in total USD liquidity: $5.1B USD Reserve + $1.59B USD Cash.
🔄 Strategy used $136.4M to repurchase 1.43M STRC preferred shares and added $300M to its USD Reserve.
₿ No Bitcoin was bought or sold last week; holdings remain at 840,447 BTC, worth about $65.6B.
📈 MSTR rose ~1.2% pre-market to nearly $121, while Bitcoin traded above $78,000.
🧭 The new $1.59B USD Cash pool gives Strategy greater flexibility to buy BTC, repurchase shares, repay debt or respond to market opportunities.
$BTC
#strategy #MSTR؛
. si Buscas ganancias a corto plazo o acumular valor a largo plazo
.Para lograr ambos objetivos sin arriesgar todo tu capital, la estrategia financiera ideal es dividir tus fondos en dos portafolios separados: uno enfocado en estabilidad y crecimiento sostenido (largo plazo) y otro más pequeño enfocado en oportunidades rápidas y de alto riesgo (corto plazo).
📊 Simulación de Estrategia: Portafolio Dividido
.(Ejemplo simulado basado en un capital hipotético de $5,000 USD)
.🗓️ Portafolio de Largo Plazo (75% del capital - $3,750)
.Objetivo: Acumular valor, batir la inflación y preservar el poder adquisitivo
.Asignación sugerida:60% en ETF del S&P 500 (Ej. VOO o SPY): Invierte en las 500 empresas más grandes de EE.UU. Históricamente ofrece un retorno promedio anual del 10%
.15% en Bitcoin (BTC): Funciona como el "oro digital" de tu portafolio debido a su escasez programada (solo existirán 21 millones).Mecánica: Aplica DCA (Dollar Cost Averaging). Invierte una cantidad fija de dinero cada mes, sin importar si el precio sube o baja, para promediar el costo de compra en el tiempo.
.📈Portafolio de Corto Plazo (25% del capital - $1,250)
Objetivo: Capturar ganancias rápidas aprovechando la volatilidad del mercado. [1]
Asignación sugerida:
.25% en Criptomonedas Alternativas / Utilidad (Ej. XRP): Activos de alta volatilidad que pueden duplicar su valor en semanas, pero también caer un 80% con la misma rapidez.
.Mecánica: Establece reglas estrictas de salida. Define un precio objetivo de toma de ganancias (ej. vender cuando suba 30%) y un límite de pérdida (Stop Loss) para proteger tu dinero si el mercado va en tu contra. [1]$XRP #strategy
.Para lograr ambos objetivos sin arriesgar todo tu capital, la estrategia financiera ideal es dividir tus fondos en dos portafolios separados: uno enfocado en estabilidad y crecimiento sostenido (largo plazo) y otro más pequeño enfocado en oportunidades rápidas y de alto riesgo (corto plazo).
📊 Simulación de Estrategia: Portafolio Dividido
.(Ejemplo simulado basado en un capital hipotético de $5,000 USD)
.🗓️ Portafolio de Largo Plazo (75% del capital - $3,750)
.Objetivo: Acumular valor, batir la inflación y preservar el poder adquisitivo
.Asignación sugerida:60% en ETF del S&P 500 (Ej. VOO o SPY): Invierte en las 500 empresas más grandes de EE.UU. Históricamente ofrece un retorno promedio anual del 10%
.15% en Bitcoin (BTC): Funciona como el "oro digital" de tu portafolio debido a su escasez programada (solo existirán 21 millones).Mecánica: Aplica DCA (Dollar Cost Averaging). Invierte una cantidad fija de dinero cada mes, sin importar si el precio sube o baja, para promediar el costo de compra en el tiempo.
.📈Portafolio de Corto Plazo (25% del capital - $1,250)
Objetivo: Capturar ganancias rápidas aprovechando la volatilidad del mercado. [1]
Asignación sugerida:
.25% en Criptomonedas Alternativas / Utilidad (Ej. XRP): Activos de alta volatilidad que pueden duplicar su valor en semanas, pero también caer un 80% con la misma rapidez.
.Mecánica: Establece reglas estrictas de salida. Define un precio objetivo de toma de ganancias (ej. vender cuando suba 30%) y un límite de pérdida (Stop Loss) para proteger tu dinero si el mercado va en tu contra. [1]$XRP #strategy
Verified
🚀 STRATEGY AMASA UN ARSENAL DE $6.700 MILLONES
La mayor compra de Bitcoin de la historia estará a punto de desatarse?
#strategy (la empresa que revolucionó el mundo corporativo con su estrategia de acumulación de #bitcoin ) acaba de recaudar casi 2.000 millones de dólares en una sola semana mediante la venta de 18.26 millones de acciones ordinarias, y lo que hizo con ese dinero revela una jugada maestra de paciencia y poder de fuego.
💰 Un colchón de liquidez histórico
La empresa ahora ostenta una liquidez total en dólares de 6.690 millones de dólares: 5.100 millones en su reserva tradicional en USD y 1.590 millones en un nuevo fondo de liquidez llamado "USD Cash". Es la mayor reserva de efectivo que ha acumulado Strategy hasta la fecha, y no es casualidad.
🎯 Flexibilidad letal
Mientras que la reserva en USD está atada a pagar dividendos de acciones preferentes e intereses de la deuda, el nuevo fondo "USD Cash" es un arma de doble filo con mando libre: puede usarse para comprar bitcoin, recomprar acciones #MSTR o preferentes, amortizar pagarés convertibles o reforzar la reserva. La dirección dejó claro que esta estructura les permite reaccionar "con mayor rapidez" ante fluctuaciones del mercado.
⏸️ La calma antes de la tormenta
Por segunda semana consecutiva (al 23 de agosto), Strategy mantuvo congeladas sus tenencias en 840.447 #BTC (valorados en $65.600 millones), adquiridos a un precio promedio histórico de $75.385 por bitcoin (incluyendo comisiones).
🔥 El mensaje es inconfundible: Strategy no está dejando de acumular. Está recargando. Con casi 7.000 millones en efectivo y un arsenal de 840.000+ BTC, la empresa está posicionada para ejecutar una compra masiva en el momento que sus directivos consideren óptimo. El mercado de Bitcoin no solo tiene un comprador institucional de referencia, sino uno que acaba de afilar sus garras.
#MichaelSaylor
$BTC
$MSTRB
$MSTR
La mayor compra de Bitcoin de la historia estará a punto de desatarse?
#strategy (la empresa que revolucionó el mundo corporativo con su estrategia de acumulación de #bitcoin ) acaba de recaudar casi 2.000 millones de dólares en una sola semana mediante la venta de 18.26 millones de acciones ordinarias, y lo que hizo con ese dinero revela una jugada maestra de paciencia y poder de fuego.
💰 Un colchón de liquidez histórico
La empresa ahora ostenta una liquidez total en dólares de 6.690 millones de dólares: 5.100 millones en su reserva tradicional en USD y 1.590 millones en un nuevo fondo de liquidez llamado "USD Cash". Es la mayor reserva de efectivo que ha acumulado Strategy hasta la fecha, y no es casualidad.
🎯 Flexibilidad letal
Mientras que la reserva en USD está atada a pagar dividendos de acciones preferentes e intereses de la deuda, el nuevo fondo "USD Cash" es un arma de doble filo con mando libre: puede usarse para comprar bitcoin, recomprar acciones #MSTR o preferentes, amortizar pagarés convertibles o reforzar la reserva. La dirección dejó claro que esta estructura les permite reaccionar "con mayor rapidez" ante fluctuaciones del mercado.
⏸️ La calma antes de la tormenta
Por segunda semana consecutiva (al 23 de agosto), Strategy mantuvo congeladas sus tenencias en 840.447 #BTC (valorados en $65.600 millones), adquiridos a un precio promedio histórico de $75.385 por bitcoin (incluyendo comisiones).
🔥 El mensaje es inconfundible: Strategy no está dejando de acumular. Está recargando. Con casi 7.000 millones en efectivo y un arsenal de 840.000+ BTC, la empresa está posicionada para ejecutar una compra masiva en el momento que sus directivos consideren óptimo. El mercado de Bitcoin no solo tiene un comprador institucional de referencia, sino uno que acaba de afilar sus garras.
#MichaelSaylor
$BTC
$MSTRB
$MSTR
Chanelle Dunne DpqF:
شكرا
Strategy 这次宣布靠增发来补现金储备，不少人第一反应又是“要来大额加仓了”。这种结论放在当下看，未免太急了些。
复盘一下它过去的路径就知道，这家公司并非只买不卖，先前也出现过减持股票兑现浮盈、锁定现金的动作。这次增发落在市场上，自然演变成两种截然不同的预期。
看多的一派认为，储备现金就是准备弹药。在流动性充裕的情况下，一旦盘面给出回调窗口，公司就有底气加大定投力度。这种持续把公司资产负债表与比特币绑定在一起的叙事，确实能给加密市场的情绪面打强心针。
但分歧和风险同样显而易见。增发首先面对的是原有股东权益被稀释的现实，而且增发拿到的钱，从来没有条款强制要求百分之百进入加密市场。如果后续币价持续走高，出于成本控制，它的增持节奏极大概率会放缓；反过来，如果美股市场对这种财库模式不买账、导致其股价承压，公司为了维持资产负债表健康，再次抛售股票套现也不是不可能。
在我看来，增发充其量是一张“潜伏的牌”，绝对不能和“马上现货大买”画等号。与其盯着一条增发公告自我脑补，不如看接下来的两个硬指标：这笔募集资金在财报里的实际划拨路径，以及每周公布的现货持仓数据到底有没有动。
从交易角度来看，企业财库这种叙事确实容易把情绪拉满，但在博弈里它属于中长期的供需基本面，根本无法主导短线的日内波动。当下的短线走势，定价权依然牢牢掌握在 ETF 资金的净流入流出以及宏观利率政策手里。
把利好预期的“可能性”当成“必然性”去下场开单，是散户最容易踩的坑。面对这种消息，仓位管理永远高于情绪。现货看长期持有逻辑，衍生品则必须回归关键支撑压力位和真实的资金流向，盲目追涨往往只是给流动性接盘。
#strategy #BTC触及80000美元 #比特币周涨23.6%
复盘一下它过去的路径就知道，这家公司并非只买不卖，先前也出现过减持股票兑现浮盈、锁定现金的动作。这次增发落在市场上，自然演变成两种截然不同的预期。
看多的一派认为，储备现金就是准备弹药。在流动性充裕的情况下，一旦盘面给出回调窗口，公司就有底气加大定投力度。这种持续把公司资产负债表与比特币绑定在一起的叙事，确实能给加密市场的情绪面打强心针。
但分歧和风险同样显而易见。增发首先面对的是原有股东权益被稀释的现实，而且增发拿到的钱，从来没有条款强制要求百分之百进入加密市场。如果后续币价持续走高，出于成本控制，它的增持节奏极大概率会放缓；反过来，如果美股市场对这种财库模式不买账、导致其股价承压，公司为了维持资产负债表健康，再次抛售股票套现也不是不可能。
在我看来，增发充其量是一张“潜伏的牌”，绝对不能和“马上现货大买”画等号。与其盯着一条增发公告自我脑补，不如看接下来的两个硬指标：这笔募集资金在财报里的实际划拨路径，以及每周公布的现货持仓数据到底有没有动。
从交易角度来看，企业财库这种叙事确实容易把情绪拉满，但在博弈里它属于中长期的供需基本面，根本无法主导短线的日内波动。当下的短线走势，定价权依然牢牢掌握在 ETF 资金的净流入流出以及宏观利率政策手里。
把利好预期的“可能性”当成“必然性”去下场开单，是散户最容易踩的坑。面对这种消息，仓位管理永远高于情绪。现货看长期持有逻辑，衍生品则必须回归关键支撑压力位和真实的资金流向，盲目追涨往往只是给流动性接盘。
#strategy #BTC触及80000美元 #比特币周涨23.6%
Saylor突然踩刹车 上周一枚比特币都没买
全球最大比特币金库Strategy 上周居然一个币都没买 你没看错 零成交 那个天天喊话买币的Saylor 突然安静了 这比币价暴跌还让人不习惯
但别以为他闲着 公司一口气卖了1826万股MSTR股票 融资20亿美元 美元储备金直接堆到51亿 还顺手回购了1.36亿美元的优先股 一套操作猛如虎 就是不买币
这是什么信号 我盘了一下 可能性就两种 一是觉得现在价格高了 想等回调再抄底 二是在憋大招 攒足弹药等一个时机 不管哪种 都说明连最坚定的多头 也开始挑价格了
其实细想挺合理 之前每轮暴涨 金库都在高位接盘 这次学乖了 先囤现金 反正钱不会跑 币价会动 等价格回到舒服的位置再出手 性价比更高
从840447枚持仓纹丝不动 到现金储备创新高 这套组合拳 更像是给自己留后手 毕竟市场永远不缺机会 缺的是子弹
再说个细节 这已经是Strategy连续第二周按兵不动了 结合最近的操作 公司现在越来越像个银行 左手发股票融资 右手回购优先股 把资产负债表打理得明明白白 等风来 这操作 稳健得都不像Saylor了
评论区聊聊 你觉得Saylor是在等回调 还是在等什么更大的事
点击头像看直播
每天带你关注比特币热点 不只是看新闻发生什么 更带你看懂背后的逻辑和机会 👉🦖
#比特币 #Strategy
全球最大比特币金库Strategy 上周居然一个币都没买 你没看错 零成交 那个天天喊话买币的Saylor 突然安静了 这比币价暴跌还让人不习惯
但别以为他闲着 公司一口气卖了1826万股MSTR股票 融资20亿美元 美元储备金直接堆到51亿 还顺手回购了1.36亿美元的优先股 一套操作猛如虎 就是不买币
这是什么信号 我盘了一下 可能性就两种 一是觉得现在价格高了 想等回调再抄底 二是在憋大招 攒足弹药等一个时机 不管哪种 都说明连最坚定的多头 也开始挑价格了
其实细想挺合理 之前每轮暴涨 金库都在高位接盘 这次学乖了 先囤现金 反正钱不会跑 币价会动 等价格回到舒服的位置再出手 性价比更高
从840447枚持仓纹丝不动 到现金储备创新高 这套组合拳 更像是给自己留后手 毕竟市场永远不缺机会 缺的是子弹
再说个细节 这已经是Strategy连续第二周按兵不动了 结合最近的操作 公司现在越来越像个银行 左手发股票融资 右手回购优先股 把资产负债表打理得明明白白 等风来 这操作 稳健得都不像Saylor了
评论区聊聊 你觉得Saylor是在等回调 还是在等什么更大的事
点击头像看直播
每天带你关注比特币热点 不只是看新闻发生什么 更带你看懂背后的逻辑和机会 👉🦖
#比特币 #Strategy
**Strategy 這週不動 BTC，改發 MSTR 補現金？**
最新 8-K 顯示，Strategy 在 8 月 17 日至 23 日沒有增持或減持任何 BTC，目前持有 **840,447 枚 BTC**，總成本約 **633.6 億美元**，平均成本約 **75,385 美元**。
但同期公司透過 ATM 計畫**發行約 1,826 萬股 MSTR**，募得約 **20.07 億美元**。其中 **1.364 億美元**用於回購 STRC，3 億美元補進 USD Reserve，約 **15.7 億美元**放進新設的 USD Cash。
目前 Strategy 手上已有約 **51 億美元 Reserve＋15.9 億美元 Cash**，未來可用於增持 BTC、回購股票、還債或補充儲備。
你覺得這 15.9 億美元最後會流向 BTC 嗎？
以上內容僅為個人研究與觀點分享，不構成投資建議。
#比特幣 #Strategy $BTC $MSTR $STRC
最新 8-K 顯示，Strategy 在 8 月 17 日至 23 日沒有增持或減持任何 BTC，目前持有 **840,447 枚 BTC**，總成本約 **633.6 億美元**，平均成本約 **75,385 美元**。
但同期公司透過 ATM 計畫**發行約 1,826 萬股 MSTR**，募得約 **20.07 億美元**。其中 **1.364 億美元**用於回購 STRC，3 億美元補進 USD Reserve，約 **15.7 億美元**放進新設的 USD Cash。
目前 Strategy 手上已有約 **51 億美元 Reserve＋15.9 億美元 Cash**，未來可用於增持 BTC、回購股票、還債或補充儲備。
你覺得這 15.9 億美元最後會流向 BTC 嗎？
以上內容僅為個人研究與觀點分享，不構成投資建議。
#比特幣 #Strategy $BTC $MSTR $STRC
🎯 Strategy囤到84万枚BTC，还备了现金后手
📰 建51亿刀现金储备，卖20亿刀股票，840,447枚BTC总成本753.9亿刀，BTC守78K刀
💬 边吸筹边备弹药，等于明说要等回调接货。天天喊它出货，结果人家囤到84万枚还留51亿现金，比谁都敢等
🏷️ #Strategy #MicroStrategy #BTC #资金 #增持
📰 建51亿刀现金储备，卖20亿刀股票，840,447枚BTC总成本753.9亿刀，BTC守78K刀
💬 边吸筹边备弹药，等于明说要等回调接货。天天喊它出货，结果人家囤到84万枚还留51亿现金，比谁都敢等
🏷️ #Strategy #MicroStrategy #BTC #资金 #增持
Strategy’s $BTC Bet Turns Green!
Strategy's Bitcoin holdings have swung to approximately $1.4 billion in unrealized gains following Bitcoin's latest surge, while its stock also rallied.
#strategy #bitcoin #BTC #InstitutionalCrypto #CryptoNews
Strategy's Bitcoin holdings have swung to approximately $1.4 billion in unrealized gains following Bitcoin's latest surge, while its stock also rallied.
#strategy #bitcoin #BTC #InstitutionalCrypto #CryptoNews
Bitcoin's rally has put Strategy back in the green, flipping a $13 billion paper loss into roughly $1.4 billion in unrealized gains. The bitcoin treasury company's holdings are now above its average acquisition price after BTC climbed past that level, according to Decrypt. The swing shows how a sustained price move can quickly change the fortunes of large corporate holders. $BTC #Bitcoin #Crypto #Strategy
#bitcoinbestweeksincemarch2023
#strategy : $BTC tăng càng mạnh, càng dễ mua thêm BTC
Bitcoin lên 78.000 USD giúp Strategy từ khoản lỗ gần 10 tỷ USD chuyển sang lãi hơn 2 tỷ USD trên danh mục BTC.
Điều quan trọng hơn là cơ chế huy động vốn:
BTC tăng → cổ phiếu Strategy tăng → dễ phát hành cổ phiếu và vốn ưu đãi → huy động được USD → tiếp tục mua BTC.
Nhờ đó hình thành vòng lặp:
BTC tăng → Strategy huy động vốn tốt hơn → mua thêm BTC → tạo thêm lực cầu cho BTC.
Ngược lại:
BTC giảm mạnh → cổ phiếu Strategy giảm → huy động vốn khó hơn → mua BTC chậm lại.
Nếu thị trường giảm sâu và kéo dài, Strategy còn có thể phải dùng tiền dự trữ hoặc trong kịch bản xấu phải bán BTC để đáp ứng nghĩa vụ tài chính.
Vì vậy, Strategy vừa là “cỗ máy mua BTC” khi thị trường tăng, vừa là rủi ro khuếch đại khi thị trường bước vào bear market dài.
#strategy : $BTC tăng càng mạnh, càng dễ mua thêm BTC
Bitcoin lên 78.000 USD giúp Strategy từ khoản lỗ gần 10 tỷ USD chuyển sang lãi hơn 2 tỷ USD trên danh mục BTC.
Điều quan trọng hơn là cơ chế huy động vốn:
BTC tăng → cổ phiếu Strategy tăng → dễ phát hành cổ phiếu và vốn ưu đãi → huy động được USD → tiếp tục mua BTC.
Nhờ đó hình thành vòng lặp:
BTC tăng → Strategy huy động vốn tốt hơn → mua thêm BTC → tạo thêm lực cầu cho BTC.
Ngược lại:
BTC giảm mạnh → cổ phiếu Strategy giảm → huy động vốn khó hơn → mua BTC chậm lại.
Nếu thị trường giảm sâu và kéo dài, Strategy còn có thể phải dùng tiền dự trữ hoặc trong kịch bản xấu phải bán BTC để đáp ứng nghĩa vụ tài chính.
Vì vậy, Strategy vừa là “cỗ máy mua BTC” khi thị trường tăng, vừa là rủi ro khuếch đại khi thị trường bước vào bear market dài.
Partly True
Strategy比特币持仓面临解套，BitMine以太坊浮亏收窄至58亿美元
据分析师余烬披露的数据显示，随着比特币和以太坊价格近期大幅回升，Strategy和BitMine两大财库公司的持仓状况迎来了显著改善。
截至8月16日，Strategy持有840,447枚BTC，持仓总价值约534.52亿美元，成本均价为75,385美元，成功突破该价位表明Strategy数月来首次实现“解套”。
与此同时，以太坊最大财库公司 BitMine 的持仓状况也呈现出积极变化。截至同一统计日期，BitMine持有581.5164万枚ETH，持仓总价值达110.6亿美元；
虽然BitMiner的整体持仓成本均价仍高达3,366美元，但随着以太坊本周现价回升至2,362.29美元，其浮亏幅度已从此前的85.13亿美元显著收窄至58.36亿美元。
整体来看，随着加密市场本周强势反弹并突破震荡区间，这两大加密"巨鲸"公司的账面压力得到缓解，持仓的压力也得到了显著的阶段性释放。
#Strategy #BitMine
据分析师余烬披露的数据显示，随着比特币和以太坊价格近期大幅回升，Strategy和BitMine两大财库公司的持仓状况迎来了显著改善。
截至8月16日，Strategy持有840,447枚BTC，持仓总价值约534.52亿美元，成本均价为75,385美元，成功突破该价位表明Strategy数月来首次实现“解套”。
与此同时，以太坊最大财库公司 BitMine 的持仓状况也呈现出积极变化。截至同一统计日期，BitMine持有581.5164万枚ETH，持仓总价值达110.6亿美元；
虽然BitMiner的整体持仓成本均价仍高达3,366美元，但随着以太坊本周现价回升至2,362.29美元，其浮亏幅度已从此前的85.13亿美元显著收窄至58.36亿美元。
整体来看，随着加密市场本周强势反弹并突破震荡区间，这两大加密"巨鲸"公司的账面压力得到缓解，持仓的压力也得到了显著的阶段性释放。
#Strategy #BitMine
Verified
#StrategySellsStockToRepurchasePreferred
#MSTR #Strategy
🤔 Why is Strategy selling common stock to repurchase expensive preferred shares?
Strategy is sitting on a huge cash reserve, but there’s a reason it may prefer $MSTR equity over spending that cash.
💸 Some preferred shares carry dividend costs as high as 12%
🏦 Keeping cash preserves liquidity and flexibility
📉 Selling common stock can help remove expensive capital
₿ The move keeps Strategy’s broader Bitcoin strategy funded
For traders, the key is whether this capital optimization strengthens Strategy’s balance sheet without putting too much pressure on $MSTR through new share issuance.
Is Strategy making a smart capital move, or could dilution become the bigger concern?
#Bitcoin #Crypto #Trading
#MSTR #Strategy
🤔 Why is Strategy selling common stock to repurchase expensive preferred shares?
Strategy is sitting on a huge cash reserve, but there’s a reason it may prefer $MSTR equity over spending that cash.
💸 Some preferred shares carry dividend costs as high as 12%
🏦 Keeping cash preserves liquidity and flexibility
📉 Selling common stock can help remove expensive capital
₿ The move keeps Strategy’s broader Bitcoin strategy funded
For traders, the key is whether this capital optimization strengthens Strategy’s balance sheet without putting too much pressure on $MSTR through new share issuance.
Is Strategy making a smart capital move, or could dilution become the bigger concern?
#Bitcoin #Crypto #Trading
💣 塞勒"只买不卖"铁律终结！Strategy出售比特币回购优先股，加密圈信仰崩塌
曾经高呼"永远不卖一枚比特币"的Michael Saylor，终于低头了。 Strategy宣布可能出售至多12.5亿美元比特币以充实现金储备，同时针对普通股和优先股分别设立10亿美元回购计划——这是对"只买不卖"信条的彻底背叛，还是战略自救？
背景令人窒息：STRC优先股从面值100美元暴跌至83美元，mNAV跌破平价，融资优势烟消云散。 更致命的是，Strategy此前以8%折扣回购可转换债券，直接消耗了现金储备，将股息覆盖率从24个月压缩到仅6个月。当比特币跌破6万美元，一切都变得脆弱。
核心逻辑转变： Strategy不再是"无限印股买币"的永动机，而是转向"卖币保股息、回购稳市值"的防守模式。12%的STRC股息率、11.4亿美元未实现亏损——这笔账已经算不过来了。
⚠️ 更大的冲击： Strategy是比特币最大的机构买家之一，如果它从净买入方变成净卖出方，对加密市场的需求结构是根本性打击。
塞勒的转身，是寒冬中的求生智慧，还是信仰崩塌的开始？
#strategy #比特币 #STRC跌破面值放缓Strategy购币 #strategy出售股票回购优先股
曾经高呼"永远不卖一枚比特币"的Michael Saylor，终于低头了。 Strategy宣布可能出售至多12.5亿美元比特币以充实现金储备，同时针对普通股和优先股分别设立10亿美元回购计划——这是对"只买不卖"信条的彻底背叛，还是战略自救？
背景令人窒息：STRC优先股从面值100美元暴跌至83美元，mNAV跌破平价，融资优势烟消云散。 更致命的是，Strategy此前以8%折扣回购可转换债券，直接消耗了现金储备，将股息覆盖率从24个月压缩到仅6个月。当比特币跌破6万美元，一切都变得脆弱。
核心逻辑转变： Strategy不再是"无限印股买币"的永动机，而是转向"卖币保股息、回购稳市值"的防守模式。12%的STRC股息率、11.4亿美元未实现亏损——这笔账已经算不过来了。
⚠️ 更大的冲击： Strategy是比特币最大的机构买家之一，如果它从净买入方变成净卖出方，对加密市场的需求结构是根本性打击。
塞勒的转身，是寒冬中的求生智慧，还是信仰崩塌的开始？
#strategy #比特币 #STRC跌破面值放缓Strategy购币 #strategy出售股票回购优先股
风中浪客:
连塞勒都顶不住流动性了，$BTC信仰碎一地。
🚀📰 Strategy Sells $334M of Stock to Repurchase Preferred Shares 💰₿
🚨 Strategy sold about $333.7 million of MSTR common stock during the week ended August 16. The company used $132.2 million of the proceeds to repurchase 1.39 million STRC preferred shares, while another $52.4 million went toward STRC dividends.
🌐 What This Means for Bitcoin 🚀
₿ Strategy did not buy or sell any Bitcoin during the week, leaving its holdings at 840,447 BTC. The company also added about $149.1 million to its U.S. dollar reserve, bringing it to approximately $4.8 billion.
#Strategy 📈 #MSTR 💼 #Bitcoin ₿ #STRC 🏦#CryptoMarket 📊
🚨 Strategy sold about $333.7 million of MSTR common stock during the week ended August 16. The company used $132.2 million of the proceeds to repurchase 1.39 million STRC preferred shares, while another $52.4 million went toward STRC dividends.
🌐 What This Means for Bitcoin 🚀
₿ Strategy did not buy or sell any Bitcoin during the week, leaving its holdings at 840,447 BTC. The company also added about $149.1 million to its U.S. dollar reserve, bringing it to approximately $4.8 billion.
#Strategy 📈 #MSTR 💼 #Bitcoin ₿ #STRC 🏦#CryptoMarket 📊
Partly True
Strategy has paused its Bitcoin sales after three weeks and instead raised $334 million by selling shares of its MSTR stock. The equity offering is meant to cover dividend payments, a buyback of its STRC preferred stock, and the company's dollar reserve. The firm left its Bitcoin holdings untouched during this period. $BTC #Bitcoin #Crypto #Strategy #MSTR
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