everyone thinks strategy is just stacking
$BTC nonstop, but actually they’ve been moving way more carefully than the crowd assumes.
that’s where people get clipped. they see a company raise billions and fomo into the same trade, then wonder why the entry never came, or why the bag suddenly stops working when the narrative changes.
in august, strategy raised $3.28b by selling its own shares, but none of it went into bitcoin. instead, it’s sitting on about $6.69b in usd, which means it has real ammo for later. since june 22, it hasn’t bought a single
$BTC . it’s actually sold 6,916 btc in that window, including 3,328 in august.
now
$BTC is back above $79k, slightly over strategy’s average cost of $75,385. that’s the part people miss: the market keeps assuming the next move is automatic, but the company is holding fire while everyone else is front-running the story.
$MSTR traders especially should be watching this one close.
where do you think this goes from here?
#bitcoin #mstr #btc