#saylorhintsstrategybitcoinbuy
"We ₿ack" 🟠
Saylor taunted him on Sunday. Monday, Strategy set the tone: 4 603 BTC bought.
The index: on August 30, Saylor posted on X the chart of his holdings with the caption “We ₿ack”— the classic signal after a two-month pause. It didn’t take long to confirm
The buy (August 31):
4 603 $BTC 80 318 $ (~370 M$) — first purchase since June 22
Holdings now: 845 050 BTC (~63.7 B$ invested, average cost 75 412 $) — unrealized profit > 2.8 B$ at last week’s prices
Financed 100% through MSTR stock sales (602.8 M$ raised) — zero additional debt, net leverage 0.0%
The turnaround: during the pause, Strategy sold 6 948 BTC (~62,250 $ average) to fund preferred dividends/share buybacks ($STRC) (152 M$ buyback). Now, it has repurchased at 80 318 $— i.e., 29% more expensive— ending with 2 345 BTC fewer than before. The loop “sell to fund STRC → buy back when the situation stabilizes” is now the plan
The analysis: bears think it’s a meme “buy high, sell low,” but the ribbon says the opposite—with debt fully offset by cash, every new capital raise via MSTR shares turns directly into more BTC. The balance-sheet machine is back.
For guidance only— not investment advice
$SKR
$HEMI
"We ₿ack" 🟠
Saylor taunted him on Sunday. Monday, Strategy set the tone: 4 603 BTC bought.
The index: on August 30, Saylor posted on X the chart of his holdings with the caption “We ₿ack”— the classic signal after a two-month pause. It didn’t take long to confirm
The buy (August 31):
4 603 $BTC 80 318 $ (~370 M$) — first purchase since June 22
Holdings now: 845 050 BTC (~63.7 B$ invested, average cost 75 412 $) — unrealized profit > 2.8 B$ at last week’s prices
Financed 100% through MSTR stock sales (602.8 M$ raised) — zero additional debt, net leverage 0.0%
The turnaround: during the pause, Strategy sold 6 948 BTC (~62,250 $ average) to fund preferred dividends/share buybacks ($STRC) (152 M$ buyback). Now, it has repurchased at 80 318 $— i.e., 29% more expensive— ending with 2 345 BTC fewer than before. The loop “sell to fund STRC → buy back when the situation stabilizes” is now the plan
The analysis: bears think it’s a meme “buy high, sell low,” but the ribbon says the opposite—with debt fully offset by cash, every new capital raise via MSTR shares turns directly into more BTC. The balance-sheet machine is back.
For guidance only— not investment advice
$SKR
$HEMI
