Last week, Strategy bought 950 BTC, and Strive bought 1,355 BTC—totaling 2,305 BTC, for a total cost of $182.7 million.
Both companies’ average buy prices were around $79,500.
Then BTC rose to $86,000.
Strategy’s total holdings of 846,000 BTC have an average cost of $75,416—up overall in profit today. This is the first time since Strategy was founded that its entire position has returned to being profitable. The last time it was underwater was when the drawdown brought BTC down to $64,000.
But there is one figure that’s being overlooked today:
This week, Strategy spent $174 million on the repurchase of STRC preferred shares, while it spent $75.7 million on buying BTC—the money used for stock buybacks is 2.3 times the amount spent on buying coins.
This suggests Saylor’s current focus in capital allocation has shifted from simply “buying more BTC” to “stabilizing the capital structure.”
Total BTC held by the listed company: 1,273,000 BTC. Strategy holds 846,000 (66.5%), while Strive entered the top five with 26,355.
On September 21, these two purchases—combined with nearly $1 billion of inflows to the ETF that day—worked together to push BTC from $80,000 to above $85,000.
Today, BTC is around $84,000–$85,000, and Saylor’s buy cost from last week was $79,670.
He bought before running into resistance twice at $87,300.
Do you think Saylor will keep buying next week?
$BTC
#sol现货etf周净流入1.88亿美元