#Strategy gains on BTC holdings exceed 8.1 billion dollars, and MicroStrategy’s bitcoin bet is winning again?
Strategy currently holds about 845,000 BTC, with an average cost of roughly 75,412 dollars. As BTC has returned to trade above 80,000 dollars, the unrealized gain on this bitcoin position has expanded rapidly, with market data indicating it has already surpassed 8.1 billion dollars.
What’s truly worth paying attention to isn’t only how much Strategy has made, but the fact that it is turning the idea of “companies holding BTC” into an increasingly mature asset-allocation model.
The BTC Strategy holds now exceeds 4% of the total bitcoin supply, meaning that its share price, financing capacity, and capital-market operations are becoming more and more deeply tied to the BTC price.
Moreover, recently Strategy hasn’t continued to buy BTC crazily. Between September 8 and 13, it made no bitcoin purchases or sales; instead, it used about 139.3 million dollars to repurchase STRC preferred stock, while also keeping around 5.1 billion dollars in reserves and 1.3 billion dollars in USD cash.
This actually sends an important signal: Strategy is no longer just “issuing stock continuously to buy BTC”; it is gradually building a complete bitcoin financial ecosystem.
Personal view: While Strategy’s unrealized gain exceeding 8.1 billion dollars may matter, its biggest significance for BTC isn’t how much it has earned, but rather that traditional capital markets are becoming increasingly accustomed to putting BTC on corporate balance sheets.
Of course, this unrealized gain is still, in essence, an unrealized gain. If BTC rises, its book profit will continue to grow; if BTC experiences a deep pullback, the unrealized gain will shrink just as quickly.
So what’s really worth watching is: whether BTC can continue to hold above 80,000 dollars, and whether Strategy will restart large-scale bitcoin buying in the future.
If more and more listed companies begin to replicate Strategy’s model, the structure of BTC demand could change significantly.
Pensez-vous que Strategy transforme le BTC en une nouvelle norme d’allocation d’actifs pour les entreprises, ou que l’entreprise concentre de plus en plus son risque sur le BTC ?
#BTC #Strategy #MSTR #比特币 #MichaelSaylor #Crypto
Strategy currently holds about 845,000 BTC, with an average cost of roughly 75,412 dollars. As BTC has returned to trade above 80,000 dollars, the unrealized gain on this bitcoin position has expanded rapidly, with market data indicating it has already surpassed 8.1 billion dollars.
What’s truly worth paying attention to isn’t only how much Strategy has made, but the fact that it is turning the idea of “companies holding BTC” into an increasingly mature asset-allocation model.
The BTC Strategy holds now exceeds 4% of the total bitcoin supply, meaning that its share price, financing capacity, and capital-market operations are becoming more and more deeply tied to the BTC price.
Moreover, recently Strategy hasn’t continued to buy BTC crazily. Between September 8 and 13, it made no bitcoin purchases or sales; instead, it used about 139.3 million dollars to repurchase STRC preferred stock, while also keeping around 5.1 billion dollars in reserves and 1.3 billion dollars in USD cash.
This actually sends an important signal: Strategy is no longer just “issuing stock continuously to buy BTC”; it is gradually building a complete bitcoin financial ecosystem.
Personal view: While Strategy’s unrealized gain exceeding 8.1 billion dollars may matter, its biggest significance for BTC isn’t how much it has earned, but rather that traditional capital markets are becoming increasingly accustomed to putting BTC on corporate balance sheets.
Of course, this unrealized gain is still, in essence, an unrealized gain. If BTC rises, its book profit will continue to grow; if BTC experiences a deep pullback, the unrealized gain will shrink just as quickly.
So what’s really worth watching is: whether BTC can continue to hold above 80,000 dollars, and whether Strategy will restart large-scale bitcoin buying in the future.
If more and more listed companies begin to replicate Strategy’s model, the structure of BTC demand could change significantly.
Pensez-vous que Strategy transforme le BTC en une nouvelle norme d’allocation d’actifs pour les entreprises, ou que l’entreprise concentre de plus en plus son risque sur le BTC ?
#BTC #Strategy #MSTR #比特币 #MichaelSaylor #Crypto