[MSTR market cap surges 80% in 3 months! Why did the stock price rise only 54%?🔥]
💬 Strategy到底搞了啥，进群聊
Strategy—i.e., the familiar MSTR—has recently churned out another wildly outrageous data point:
Over the past 3 months, the company’s market capitalization rose from $39.3 billion to $70.9 billion, adding a direct $31.6 billion, for a gain of 80%!
But here’s what’s interesting: during the same period, MSTR’s stock price increased by only 54%, rising from about $109 to around $168.
So the question is: if the stock price rose by just 54%, how did the market cap jump by 80%?
The answer is actually very simple—Strategy has been issuing new shares continuously over these months.
From late June to late August, the company issued roughly 61.5 million additional MSTR shares through its ATM program and raised about $6.3 billion.
Therefore, not all of that 80% market-cap growth came from stock-price gains; part of it came from “there being more shares.”
And quite a portion of this financing was then used by Strategy to keep allocating into BTC.
In other words, Strategy is still playing the same familiar logic:
MSTR stock price rises → the company can raise funds more easily → it gets more capital → buys BTC → the market continues to pay attention to MSTR.
As of the latest disclosures, Strategy holds about 846,000 BTC.
📌 So what’s truly worth focusing on in this report isn’t just “MSTR’s market cap jumped 80% in 3 months,” but the capital-operations model behind it: stock-price increases, dilution/fundraising via share issuance, and continued BTC buying—how long can this cycle keep going?
Is MSTR amplifying the BTC bull market, or is it forming a unique “BTC capital machine”?
That’s the part worth watching next.
#Strategy增持950枚BTC
💬 Strategy到底搞了啥，进群聊
Strategy—i.e., the familiar MSTR—has recently churned out another wildly outrageous data point:
Over the past 3 months, the company’s market capitalization rose from $39.3 billion to $70.9 billion, adding a direct $31.6 billion, for a gain of 80%!
But here’s what’s interesting: during the same period, MSTR’s stock price increased by only 54%, rising from about $109 to around $168.
So the question is: if the stock price rose by just 54%, how did the market cap jump by 80%?
The answer is actually very simple—Strategy has been issuing new shares continuously over these months.
From late June to late August, the company issued roughly 61.5 million additional MSTR shares through its ATM program and raised about $6.3 billion.
Therefore, not all of that 80% market-cap growth came from stock-price gains; part of it came from “there being more shares.”
And quite a portion of this financing was then used by Strategy to keep allocating into BTC.
In other words, Strategy is still playing the same familiar logic:
MSTR stock price rises → the company can raise funds more easily → it gets more capital → buys BTC → the market continues to pay attention to MSTR.
As of the latest disclosures, Strategy holds about 846,000 BTC.
📌 So what’s truly worth focusing on in this report isn’t just “MSTR’s market cap jumped 80% in 3 months,” but the capital-operations model behind it: stock-price increases, dilution/fundraising via share issuance, and continued BTC buying—how long can this cycle keep going?
Is MSTR amplifying the BTC bull market, or is it forming a unique “BTC capital machine”?
That’s the part worth watching next.
#Strategy增持950枚BTC
