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Strategy shareholders approve daily dividends on its four U.S.-listed preferred stocksOPENING
At a special meeting on October 28, 2026, Strategy Inc shareholders approved, based on preliminary voting results, amended certificates of designations permitting daily dividends on its STRF, STRC, STRK and STRD preferred stock. Subject to the amended certificates being filed and becoming effective, the daily schedule starts November 1, 2026 for STRC and January 1, 2027 for STRF, STRK and STRD, with a dividend record date on every calendar day, including weekends and holidays.
KEY DETAILS
- At a special meeting on October 28, 2026, Strategy Inc shareholders approved, based on preliminary voting results, amended certificates of designations permitting daily dividends on its STRF, STRC, STRK and STRD preferred stock.
- Subject to the amended certificates being filed and becoming effective, the daily schedule starts November 1, 2026 for STRC and January 1, 2027 for STRF, STRK and STRD, with a dividend record date on every calendar day, including weekends and holidays.
- STRC's first record and payment dates under the new cadence are November 1 and November 2, 2026; STRF, STRK and STRD's are January 1 and January 4, 2027.
- For shares cleared through DTC, record dates falling on weekends or DTC holidays are deemed to fall on the preceding non-holiday day, so several daily dividends can share one record date and be paid together.
WHY IT MATTERS
Strategy's bitcoin-backed preferreds will pay holders every day. (Analysis, not a confirmed fact.)
IMPORTANT CONTEXT
- STRC currently pays dividends semi-monthly, while STRF, STRK and STRD pay quarterly; those schedules would have stayed in place had the proposal failed.
- Strategy says daily payouts are meant to cut reinvestment lag and improve liquidity for its preferred securities, which it uses to raise capital for its bitcoin treasury strategy.
- The company notes that brokers and venues offering weekend trading may treat dividend entitlement differently.
- This article is informational and is not financial advice. Digital assets are volatile.
SOURCE
- Primary / main source: https://www.stocktitan.net/sec-filings/MSTR/8-k-strategy-inc-reports-material-event-3c7e686809b4.html
- Supporting: https://www.investing.com/news/sec-filings/strategy-inc-shareholders-approve-daily-dividends-for-four-preferred-stock-classes-93CH-4979826
- Supporting: https://www.strategy.com/mstr/vote
#Strategy #MSTR #Bitcoin
Strategy shareholders approve daily dividends on its four U.S.-listed preferred stocks
OPENING
At a special meeting on October 28, 2026, Strategy Inc shareholders approved, based on preliminary voting results, amended certificates of designations permitting daily dividends on its STRF, STRC, STRK and STRD preferred stock. Subject to the amended certificates being filed and becoming effective, the daily schedule starts November 1, 2026 for STRC and January 1, 2027 for STRF, STRK and STRD, with a dividend record date on every calendar day, including weekends and holidays.
KEY DETAILS
- At a special meeting on October 28, 2026, Strategy Inc shareholders approved, based on preliminary voting results, amended certificates of designations permitting daily dividends on its STRF, STRC, STRK and STRD preferred stock.
- Subject to the amended certificates being filed and becoming effective, the daily schedule starts November 1, 2026 for STRC and January 1, 2027 for STRF, STRK and STRD, with a dividend record date on every calendar day, including weekends and holidays.
- STRC's first record and payment dates under the new cadence are November 1 and November 2, 2026; STRF, STRK and STRD's are January 1 and January 4, 2027.
- For shares cleared through DTC, record dates falling on weekends or DTC holidays are deemed to fall on the preceding non-holiday day, so several daily dividends can share one record date and be paid together.
WHY IT MATTERS
Strategy's bitcoin-backed preferreds will pay holders every day. (Analysis, not a confirmed fact.)
IMPORTANT CONTEXT
- STRC currently pays dividends semi-monthly, while STRF, STRK and STRD pay quarterly; those schedules would have stayed in place had the proposal failed.
- Strategy says daily payouts are meant to cut reinvestment lag and improve liquidity for its preferred securities, which it uses to raise capital for its bitcoin treasury strategy.
- The company notes that brokers and venues offering weekend trading may treat dividend entitlement differently.
- This article is informational and is not financial advice. Digital assets are volatile.
SOURCE
- Primary / main source: https://www.stocktitan.net/sec-filings/MSTR/8-k-strategy-inc-reports-material-event-3c7e686809b4.html
- Supporting: https://www.investing.com/news/sec-filings/strategy-inc-shareholders-approve-daily-dividends-for-four-preferred-stock-classes-93CH-4979826
- Supporting: https://www.strategy.com/mstr/vote
#Strategy #MSTR #Bitcoin
At a special meeting on October 28, 2026, Strategy Inc shareholders approved, based on preliminary voting results, amended certificates of designations permitting daily dividends on its STRF, STRC, STRK and STRD preferred stock. Subject to the amended certificates being filed and becoming effective, the daily schedule starts November 1, 2026 for STRC and January 1, 2027 for STRF, STRK and STRD, with a dividend record date on every calendar day, including weekends and holidays.
KEY DETAILS
- At a special meeting on October 28, 2026, Strategy Inc shareholders approved, based on preliminary voting results, amended certificates of designations permitting daily dividends on its STRF, STRC, STRK and STRD preferred stock.
- Subject to the amended certificates being filed and becoming effective, the daily schedule starts November 1, 2026 for STRC and January 1, 2027 for STRF, STRK and STRD, with a dividend record date on every calendar day, including weekends and holidays.
- STRC's first record and payment dates under the new cadence are November 1 and November 2, 2026; STRF, STRK and STRD's are January 1 and January 4, 2027.
- For shares cleared through DTC, record dates falling on weekends or DTC holidays are deemed to fall on the preceding non-holiday day, so several daily dividends can share one record date and be paid together.
WHY IT MATTERS
Strategy's bitcoin-backed preferreds will pay holders every day. (Analysis, not a confirmed fact.)
IMPORTANT CONTEXT
- STRC currently pays dividends semi-monthly, while STRF, STRK and STRD pay quarterly; those schedules would have stayed in place had the proposal failed.
- Strategy says daily payouts are meant to cut reinvestment lag and improve liquidity for its preferred securities, which it uses to raise capital for its bitcoin treasury strategy.
- The company notes that brokers and venues offering weekend trading may treat dividend entitlement differently.
- This article is informational and is not financial advice. Digital assets are volatile.
SOURCE
- Primary / main source: https://www.stocktitan.net/sec-filings/MSTR/8-k-strategy-inc-reports-material-event-3c7e686809b4.html
- Supporting: https://www.investing.com/news/sec-filings/strategy-inc-shareholders-approve-daily-dividends-for-four-preferred-stock-classes-93CH-4979826
- Supporting: https://www.strategy.com/mstr/vote
#Strategy #MSTR #Bitcoin
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Bullish
zero $BTC
{future}(BTCUSDT)
bought. $204.9 million spent on its own preferred stock
Strategy, week of October 19 to October 25, 2026. no ATM share sales either
the money came from cash
USD Cash: $447.3 million on October 18, $242.4 million a week later
the $4.83 billion USD Reserve didn't move
🔸 week before: 267 BTC for $22.1 million, next to $193.1 million of STRC
🔸 $956.8 million left under the buyback program, under five weeks at this pace
a five-week buying streak just ended. the stack sits at about 848,517 BTC, nobody's selling
the real issue is funding: one more week like this and USD Cash is nearly gone
I'm watching that $242.4 million line every week. hit follow and you get each filing broken down like this
#strategy #STRC
zero $BTC
bought. $204.9 million spent on its own preferred stock
Strategy, week of October 19 to October 25, 2026. no ATM share sales either
the money came from cash
USD Cash: $447.3 million on October 18, $242.4 million a week later
the $4.83 billion USD Reserve didn't move
🔸 week before: 267 BTC for $22.1 million, next to $193.1 million of STRC
🔸 $956.8 million left under the buyback program, under five weeks at this pace
a five-week buying streak just ended. the stack sits at about 848,517 BTC, nobody's selling
the real issue is funding: one more week like this and USD Cash is nearly gone
I'm watching that $242.4 million line every week. hit follow and you get each filing broken down like this
#strategy #STRC
bought. $204.9 million spent on its own preferred stock
Strategy, week of October 19 to October 25, 2026. no ATM share sales either
the money came from cash
USD Cash: $447.3 million on October 18, $242.4 million a week later
the $4.83 billion USD Reserve didn't move
🔸 week before: 267 BTC for $22.1 million, next to $193.1 million of STRC
🔸 $956.8 million left under the buyback program, under five weeks at this pace
a five-week buying streak just ended. the stack sits at about 848,517 BTC, nobody's selling
the real issue is funding: one more week like this and USD Cash is nearly gone
I'm watching that $242.4 million line every week. hit follow and you get each filing broken down like this
#strategy #STRC
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#StrategySkipsBitcoinPurchasesSpends$205MOnSTRCBuybacks
🚨 STRATEGY PAUSES BTC BUYING — BUT THE BIGGER PICTURE MATTERS! 🟠
Strategy’s reported $205M share buyback has put its next capital allocation move in the spotlight. 👀
But does one pause in Bitcoin purchases mean the company is losing confidence in $BTC ? Not necessarily.
📊 WHAT MATTERS NOW? 🔹 How Strategy allocates capital in the coming weeks
🔹 Whether Bitcoin purchases resume
🔹 What future company disclosures reveal
⚠️ One week without buying BTC doesn’t automatically signal a long-term strategy change.
🔥 THE BIG QUESTION: Will corporate Bitcoin accumulation remain a major trend for years to come?
💬 Share your analysis below!
#Bitcoin #BTC #Strategy #CryptoNews #BinanceSquare
{future}(BTCUSDT)
#StrategySkipsBitcoinPurchasesSpends$205MOnSTRCBuybacks
🚨 STRATEGY PAUSES BTC BUYING — BUT THE BIGGER PICTURE MATTERS! 🟠
Strategy’s reported $205M share buyback has put its next capital allocation move in the spotlight. 👀
But does one pause in Bitcoin purchases mean the company is losing confidence in $BTC ? Not necessarily.
📊 WHAT MATTERS NOW? 🔹 How Strategy allocates capital in the coming weeks
🔹 Whether Bitcoin purchases resume
🔹 What future company disclosures reveal
⚠️ One week without buying BTC doesn’t automatically signal a long-term strategy change.
🔥 THE BIG QUESTION: Will corporate Bitcoin accumulation remain a major trend for years to come?
💬 Share your analysis below!
#Bitcoin #BTC #Strategy #CryptoNews #BinanceSquare
🚨 STRATEGY PAUSES BTC BUYING — BUT THE BIGGER PICTURE MATTERS! 🟠
Strategy’s reported $205M share buyback has put its next capital allocation move in the spotlight. 👀
But does one pause in Bitcoin purchases mean the company is losing confidence in $BTC ? Not necessarily.
📊 WHAT MATTERS NOW? 🔹 How Strategy allocates capital in the coming weeks
🔹 Whether Bitcoin purchases resume
🔹 What future company disclosures reveal
⚠️ One week without buying BTC doesn’t automatically signal a long-term strategy change.
🔥 THE BIG QUESTION: Will corporate Bitcoin accumulation remain a major trend for years to come?
💬 Share your analysis below!
#Bitcoin #BTC #Strategy #CryptoNews #BinanceSquare
49
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Strategy skipped Bitcoin purchases last week, spending $205M on STRC stock buybacks instead.
The largest corporate Bitcoin holder paused accumulation to return capital to shareholders.
What does this signal about their capital allocation strategy?
#Bitcoin $BTC #Strategy
Strategy skipped Bitcoin purchases last week, spending $205M on STRC stock buybacks instead.
The largest corporate Bitcoin holder paused accumulation to return capital to shareholders.
What does this signal about their capital allocation strategy?
#Bitcoin $BTC #Strategy
The largest corporate Bitcoin holder paused accumulation to return capital to shareholders.
What does this signal about their capital allocation strategy?
#Bitcoin $BTC #Strategy
BTC+0.25%
STRCUS+0.33%
115
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⚡️ BREAKING: Strategy Hits Pause on Bitcoin Buying! 🟠
Michael Saylor’s Strategy has reportedly paused its latest Bitcoin purchases, keeping its holdings unchanged at 848,517 $BTC.
After consistently adding BTC to its balance sheet, this pause is worth watching. 👀
Is this just a temporary break, or could it signal a shift in the company’s buying strategy?
One thing is clear: Strategy’s next move will be closely watched by the crypto market. 📊
What do you think? Will Saylor start buying again soon? 🚀
$DOOD $BULLA $AIN
#bitcoin #BTC #Strategy #CryptoNews #BinanceSquare
⚡️ BREAKING: Strategy Hits Pause on Bitcoin Buying! 🟠
Michael Saylor’s Strategy has reportedly paused its latest Bitcoin purchases, keeping its holdings unchanged at 848,517 $BTC.
After consistently adding BTC to its balance sheet, this pause is worth watching. 👀
Is this just a temporary break, or could it signal a shift in the company’s buying strategy?
One thing is clear: Strategy’s next move will be closely watched by the crypto market. 📊
What do you think? Will Saylor start buying again soon? 🚀
$DOOD $BULLA $AIN
#bitcoin #BTC #Strategy #CryptoNews #BinanceSquare
Michael Saylor’s Strategy has reportedly paused its latest Bitcoin purchases, keeping its holdings unchanged at 848,517 $BTC.
After consistently adding BTC to its balance sheet, this pause is worth watching. 👀
Is this just a temporary break, or could it signal a shift in the company’s buying strategy?
One thing is clear: Strategy’s next move will be closely watched by the crypto market. 📊
What do you think? Will Saylor start buying again soon? 🚀
$DOOD $BULLA $AIN
#bitcoin #BTC #Strategy #CryptoNews #BinanceSquare
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🚨 **Corporate #bitcoin #strategy : Strategy & Strive Lock Daily Dividend Balancing Acts!** 🚨
📊 **The Reality Check:**
Corporate intelligence as of October 25, 2026, confirms that Bitcoin treasury titans Strategy (#MSTR ) and Strive (#ASST ) are executing highly sophisticated liquidity framework maneuvers. Both firms are expanding their massive #BTC reserves while managing intensive dollar-denominated preferred stock dividend obligations (12% for STRC and 15% for SATS).
⚠️ **How It Works:**
To achieve pure capital preservation and protect their combined treasury of nearly 900,000 BTC, both entities have established dedicated cash reserves. Strategy holds over $3.7B in fiat liquidity, while Strive locked a $157.5M initial dividend reserve, ensuring up to 2 years of uninterrupted daily payouts without selling a single Satoshi.
💡 **Smart Money Verdict:** This institutional-grade debt and equity engineering completely mitigates forced liquidation risks during market pullbacks. By isolating fiat liabilities from non-yielding digital assets, these mega-holders create an ironclad structural floor for corporate Bitcoin accumulation.
🎯 **Related Assets:** $BTC
{spot}(BTCUSDT)
| $MSTRB
{spot}(MSTRBUSDT)
| $ASST.US
{stock_us}(ASST.US)
🚨 **Corporate #bitcoin #strategy : Strategy & Strive Lock Daily Dividend Balancing Acts!** 🚨
📊 **The Reality Check:**
Corporate intelligence as of October 25, 2026, confirms that Bitcoin treasury titans Strategy (#MSTR ) and Strive (#ASST ) are executing highly sophisticated liquidity framework maneuvers. Both firms are expanding their massive #BTC reserves while managing intensive dollar-denominated preferred stock dividend obligations (12% for STRC and 15% for SATS).
⚠️ **How It Works:**
To achieve pure capital preservation and protect their combined treasury of nearly 900,000 BTC, both entities have established dedicated cash reserves. Strategy holds over $3.7B in fiat liquidity, while Strive locked a $157.5M initial dividend reserve, ensuring up to 2 years of uninterrupted daily payouts without selling a single Satoshi.
💡 **Smart Money Verdict:** This institutional-grade debt and equity engineering completely mitigates forced liquidation risks during market pullbacks. By isolating fiat liabilities from non-yielding digital assets, these mega-holders create an ironclad structural floor for corporate Bitcoin accumulation.
🎯 **Related Assets:** $BTC
| $MSTRB
| $ASST.US
📊 **The Reality Check:**
Corporate intelligence as of October 25, 2026, confirms that Bitcoin treasury titans Strategy (#MSTR ) and Strive (#ASST ) are executing highly sophisticated liquidity framework maneuvers. Both firms are expanding their massive #BTC reserves while managing intensive dollar-denominated preferred stock dividend obligations (12% for STRC and 15% for SATS).
⚠️ **How It Works:**
To achieve pure capital preservation and protect their combined treasury of nearly 900,000 BTC, both entities have established dedicated cash reserves. Strategy holds over $3.7B in fiat liquidity, while Strive locked a $157.5M initial dividend reserve, ensuring up to 2 years of uninterrupted daily payouts without selling a single Satoshi.
💡 **Smart Money Verdict:** This institutional-grade debt and equity engineering completely mitigates forced liquidation risks during market pullbacks. By isolating fiat liabilities from non-yielding digital assets, these mega-holders create an ironclad structural floor for corporate Bitcoin accumulation.
🎯 **Related Assets:** $BTC
| $MSTRB
| $ASST.US
Good luck 🍀
From OnionSam
Osama Al-Muntasir:
tanks
2
5
150
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Verified
Strategy pauses BTC purchases and instead spends $205 million buying back STRC! What signal does this send?
Strategy, which has always stuck to “just keep buying Bitcoin,” has made a notable change this time.
According to its latest disclosure, from October 19 to 25, Strategy neither bought nor sold BTC. Instead, it spent about $204.9 million to repurchase 2.068 million shares of STRC preferred stock. The company still holds 848,517 BTC.
Why do this?
I think the key is that Strategy not only needs to hold Bitcoin, but also manage its financing costs.
STRC is a floating-dividend preferred stock. Buying back these shares could reduce future dividend payments. But at the same time, that money can no longer be used to keep buying BTC.
Even more noteworthy, Strategy’s regular cash balance has fallen to about $242.4 million. It also has $4.83 billion in U.S. dollar reserves, primarily to cover preferred stock dividends and debt interest. These two pools of funds serve different purposes.
So this doesn’t necessarily mean Strategy is bearish on Bitcoin. Rather, it shows that the company also has to choose between accumulating BTC and managing its financing structure.
Next, I’ll be watching closely to see when it resumes buying coins, how its cash balance changes, and whether it continues to buy back preferred stock.
After all, holding BTC for the long term is important to Strategy, but so is being able to secure funding consistently and on reasonable terms.
Do you think this move is an effort to optimize its capital structure, or does it mean Strategy’s ability to buy coins in the short term is weakening?
#BTC #strategy #strategy未购比特币斥资2.05亿美元回购strc
Strategy pauses BTC purchases and instead spends $205 million buying back STRC! What signal does this send?
Strategy, which has always stuck to “just keep buying Bitcoin,” has made a notable change this time.
According to its latest disclosure, from October 19 to 25, Strategy neither bought nor sold BTC. Instead, it spent about $204.9 million to repurchase 2.068 million shares of STRC preferred stock. The company still holds 848,517 BTC.
Why do this?
I think the key is that Strategy not only needs to hold Bitcoin, but also manage its financing costs.
STRC is a floating-dividend preferred stock. Buying back these shares could reduce future dividend payments. But at the same time, that money can no longer be used to keep buying BTC.
Even more noteworthy, Strategy’s regular cash balance has fallen to about $242.4 million. It also has $4.83 billion in U.S. dollar reserves, primarily to cover preferred stock dividends and debt interest. These two pools of funds serve different purposes.
So this doesn’t necessarily mean Strategy is bearish on Bitcoin. Rather, it shows that the company also has to choose between accumulating BTC and managing its financing structure.
Next, I’ll be watching closely to see when it resumes buying coins, how its cash balance changes, and whether it continues to buy back preferred stock.
After all, holding BTC for the long term is important to Strategy, but so is being able to secure funding consistently and on reasonable terms.
Do you think this move is an effort to optimize its capital structure, or does it mean Strategy’s ability to buy coins in the short term is weakening?
#BTC #strategy #strategy未购比特币斥资2.05亿美元回购strc
Strategy, which has always stuck to “just keep buying Bitcoin,” has made a notable change this time.
According to its latest disclosure, from October 19 to 25, Strategy neither bought nor sold BTC. Instead, it spent about $204.9 million to repurchase 2.068 million shares of STRC preferred stock. The company still holds 848,517 BTC.
Why do this?
I think the key is that Strategy not only needs to hold Bitcoin, but also manage its financing costs.
STRC is a floating-dividend preferred stock. Buying back these shares could reduce future dividend payments. But at the same time, that money can no longer be used to keep buying BTC.
Even more noteworthy, Strategy’s regular cash balance has fallen to about $242.4 million. It also has $4.83 billion in U.S. dollar reserves, primarily to cover preferred stock dividends and debt interest. These two pools of funds serve different purposes.
So this doesn’t necessarily mean Strategy is bearish on Bitcoin. Rather, it shows that the company also has to choose between accumulating BTC and managing its financing structure.
Next, I’ll be watching closely to see when it resumes buying coins, how its cash balance changes, and whether it continues to buy back preferred stock.
After all, holding BTC for the long term is important to Strategy, but so is being able to secure funding consistently and on reasonable terms.
Do you think this move is an effort to optimize its capital structure, or does it mean Strategy’s ability to buy coins in the short term is weakening?
#BTC #strategy #strategy未购比特币斥资2.05亿美元回购strc
婉婉Steph:
我站"优化资本结构"。回购均价约 $99，低于 $100 面值，按 12% 分红算，一年能少付大概 2480 万美元，这笔账是划算的。真正会影响它买币能力的，我觉得是 MSCI 指数去留：真被剔除，融资会更难，那时候再停手才值得紧张。
2
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#strategy $BTC $STRC
{future}(STRCUSDT)
#CanMicrosoftDeliverOnAI Spent $205 million to buy back STRC instead of buying Bitcoin
The well-known big buyer Strategy has surprisingly stopped buying crypto lately!
It had been aggressively going all in on Bitcoin, adding to its holdings for five straight weeks. Now it has paused purchases outright. Without this major backer constantly propping up the market, short-term buying pressure has weakened too.
The money hasn’t disappeared. Strategy is spending $205 million to buy back its own STRC preferred shares. Put simply, the stock is cheap, so it’s buying shares back to reduce interest payments and support its share price.
#strategy $BTC $STRC
#CanMicrosoftDeliverOnAI Spent $205 million to buy back STRC instead of buying Bitcoin
The well-known big buyer Strategy has surprisingly stopped buying crypto lately!
It had been aggressively going all in on Bitcoin, adding to its holdings for five straight weeks. Now it has paused purchases outright. Without this major backer constantly propping up the market, short-term buying pressure has weakened too.
The money hasn’t disappeared. Strategy is spending $205 million to buy back its own STRC preferred shares. Put simply, the stock is cheap, so it’s buying shares back to reduce interest payments and support its share price.
#CanMicrosoftDeliverOnAI Spent $205 million to buy back STRC instead of buying Bitcoin
The well-known big buyer Strategy has surprisingly stopped buying crypto lately!
It had been aggressively going all in on Bitcoin, adding to its holdings for five straight weeks. Now it has paused purchases outright. Without this major backer constantly propping up the market, short-term buying pressure has weakened too.
The money hasn’t disappeared. Strategy is spending $205 million to buy back its own STRC preferred shares. Put simply, the stock is cheap, so it’s buying shares back to reduce interest payments and support its share price.
The _Trading _Geek:
🔥 Great Post! 📈 Join my “CHAT ROOM” 📌 for FREE Trading Insights, LONG & SHORT Setups, and Market Updates 🎯🚀 Find it pinned at the top of my "PROFILE "👑 Tap “JOIN NOW” and stay connected with the community for upcoming market opportunities! ⚡Hope To See You There Bro !😇👇
Click Here To Join "CHAT ROOM"
1
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Bullish
Strategy did not buy or sell any Bitcoin between October 19 and 25, but used $204.9 million in cash to repurchase 2,068,459 shares of STRC at an average price of about $99.06 per share.
As of October 25, the company still held 848,517 BTC at an average cost of about $75,446, but its flexible cash reserves had fallen to $242.4 million. This move suggests that, in the short term, Strategy is more focused on keeping STRC close to its $100 par value than on continuing to accumulate Bitcoin unconditionally. Has even Saylor started prioritizing defense?
$BTC $MSTR $STRC 🔸 #Strategy #STRC回购 #比特币储备 #Strategy未购比特币斥资2.05亿美元回购STRC
{future}(STRCUSDT)
{future}(MSTRUSDT)
{future}(BTCUSDT)
Strategy did not buy or sell any Bitcoin between October 19 and 25, but used $204.9 million in cash to repurchase 2,068,459 shares of STRC at an average price of about $99.06 per share.
As of October 25, the company still held 848,517 BTC at an average cost of about $75,446, but its flexible cash reserves had fallen to $242.4 million. This move suggests that, in the short term, Strategy is more focused on keeping STRC close to its $100 par value than on continuing to accumulate Bitcoin unconditionally. Has even Saylor started prioritizing defense?
$BTC $MSTR $STRC 🔸 #Strategy #STRC回购 #比特币储备 #Strategy未购比特币斥资2.05亿美元回购STRC
As of October 25, the company still held 848,517 BTC at an average cost of about $75,446, but its flexible cash reserves had fallen to $242.4 million. This move suggests that, in the short term, Strategy is more focused on keeping STRC close to its $100 par value than on continuing to accumulate Bitcoin unconditionally. Has even Saylor started prioritizing defense?
$BTC $MSTR $STRC 🔸 #Strategy #STRC回购 #比特币储备 #Strategy未购比特币斥资2.05亿美元回购STRC
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Another treasury stock is holding a shareholder meeting: this time, the focus is “how preferred shareholders get paid.”
According to reports relayed by PANews and others, Strategy plans to hold a special shareholder meeting on October 28 to vote on amendments to the terms of four perpetual preferred stocks to enable daily dividends. Reports say Michael Saylor controls about 32.9% of the voting rights. If the proposals pass, STRC may begin paying daily dividends in November at an annualized rate of around 12%, at a pace of about $1 per share (subject to the company’s final disclosures).
How to read this: This is an adjustment to the terms of the capital structure and financing instruments, directly affecting how preferred shareholders experience their investment. For ordinary spot BTC holdings, it’s an indirect narrative. What’s more worth watching is the vote results, whether the dividends begin as scheduled, and the company’s subsequent ATM and financing pace. What’s more practical for ordinary investors is to distinguish between “company preferred stock terms” and “Bitcoin spot price movements”—don’t treat a shareholder meeting headline as a signal to add to your position.
#Strategy #MicroStrategy #比特币 #TreasuryStrategy
Another treasury stock is holding a shareholder meeting: this time, the focus is “how preferred shareholders get paid.”
According to reports relayed by PANews and others, Strategy plans to hold a special shareholder meeting on October 28 to vote on amendments to the terms of four perpetual preferred stocks to enable daily dividends. Reports say Michael Saylor controls about 32.9% of the voting rights. If the proposals pass, STRC may begin paying daily dividends in November at an annualized rate of around 12%, at a pace of about $1 per share (subject to the company’s final disclosures).
How to read this: This is an adjustment to the terms of the capital structure and financing instruments, directly affecting how preferred shareholders experience their investment. For ordinary spot BTC holdings, it’s an indirect narrative. What’s more worth watching is the vote results, whether the dividends begin as scheduled, and the company’s subsequent ATM and financing pace. What’s more practical for ordinary investors is to distinguish between “company preferred stock terms” and “Bitcoin spot price movements”—don’t treat a shareholder meeting headline as a signal to add to your position.
#Strategy #MicroStrategy #比特币 #TreasuryStrategy
According to reports relayed by PANews and others, Strategy plans to hold a special shareholder meeting on October 28 to vote on amendments to the terms of four perpetual preferred stocks to enable daily dividends. Reports say Michael Saylor controls about 32.9% of the voting rights. If the proposals pass, STRC may begin paying daily dividends in November at an annualized rate of around 12%, at a pace of about $1 per share (subject to the company’s final disclosures).
How to read this: This is an adjustment to the terms of the capital structure and financing instruments, directly affecting how preferred shareholders experience their investment. For ordinary spot BTC holdings, it’s an indirect narrative. What’s more worth watching is the vote results, whether the dividends begin as scheduled, and the company’s subsequent ATM and financing pace. What’s more practical for ordinary investors is to distinguish between “company preferred stock terms” and “Bitcoin spot price movements”—don’t treat a shareholder meeting headline as a signal to add to your position.
#Strategy #MicroStrategy #比特币 #TreasuryStrategy
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#Strategy未购比特币斥资2.05亿美元回购STRC Saylor’s $204.9 million didn’t flow into Bitcoin
$SYN $BANK $HUMA
Over the past week, Strategy did something unusual: it didn’t buy a single bitcoin.
From October 19 to 25, Strategy spent the entire $204.9 million on repurchasing 2.068 million STRC preferred shares, leaving its bitcoin holdings unchanged at 848,517. So far this October, it has spent about $664 million on STRC buybacks, compared with just about $72.3 million on bitcoin purchases—more than nine times as much on buybacks as on bitcoin.
Saylor used to be synonymous with “selling everything to buy bitcoin.” Now the company’s cash balance has fallen from $640 million to $240 million in two weeks, yet the money hasn’t gone into BTC.
This doesn’t mean Strategy has lost confidence in bitcoin. But one signal is clear: in management’s current capital allocation priorities, supporting STRC’s price ranks above continuing to accumulate bitcoin.
#Strategy #STRC创历史新低 #比特币
{future}(SYNUSDT)
{future}(BANKUSDT)
{web3_wallet_create}(560xc6bff31bbfa84d3c05ad61d8ec47be8b31517777)
#Strategy未购比特币斥资2.05亿美元回购STRC Saylor’s $204.9 million didn’t flow into Bitcoin
$SYN $BANK $HUMA
Over the past week, Strategy did something unusual: it didn’t buy a single bitcoin.
From October 19 to 25, Strategy spent the entire $204.9 million on repurchasing 2.068 million STRC preferred shares, leaving its bitcoin holdings unchanged at 848,517. So far this October, it has spent about $664 million on STRC buybacks, compared with just about $72.3 million on bitcoin purchases—more than nine times as much on buybacks as on bitcoin.
Saylor used to be synonymous with “selling everything to buy bitcoin.” Now the company’s cash balance has fallen from $640 million to $240 million in two weeks, yet the money hasn’t gone into BTC.
This doesn’t mean Strategy has lost confidence in bitcoin. But one signal is clear: in management’s current capital allocation priorities, supporting STRC’s price ranks above continuing to accumulate bitcoin.
#Strategy #STRC创历史新低 #比特币
$SYN $BANK $HUMA
Over the past week, Strategy did something unusual: it didn’t buy a single bitcoin.
From October 19 to 25, Strategy spent the entire $204.9 million on repurchasing 2.068 million STRC preferred shares, leaving its bitcoin holdings unchanged at 848,517. So far this October, it has spent about $664 million on STRC buybacks, compared with just about $72.3 million on bitcoin purchases—more than nine times as much on buybacks as on bitcoin.
Saylor used to be synonymous with “selling everything to buy bitcoin.” Now the company’s cash balance has fallen from $640 million to $240 million in two weeks, yet the money hasn’t gone into BTC.
This doesn’t mean Strategy has lost confidence in bitcoin. But one signal is clear: in management’s current capital allocation priorities, supporting STRC’s price ranks above continuing to accumulate bitcoin.
#Strategy #STRC创历史新低 #比特币
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$205 million! Strategy didn’t buy Bitcoin this time?
Whenever Strategy makes a move, the BTC community pays close attention.
After all, everything this company does could become a talking point in the market.
But this time, things are a little different.
According to reports, Strategy spent $205 million buying back STRC instead of directly purchasing BTC.
Now that’s interesting.
Many people are wondering whether Strategy will continue buying Bitcoin. But I think that beyond changes in its BTC holdings, where its capital is flowing is also worth watching.
After all, buying assets isn’t the only way a company can manage its capital.
Still, a single allocation of funds doesn’t mean Strategy has changed its long-term view of BTC.
What I’m most curious about is whether it will keep adding to its Bitcoin holdings after this buyback.
If Strategy makes another move, do you think it will choose BTC or STRC?
#BTC #strategy
#Strategy未购比特币斥资2.05亿美元回购STRC
$205 million! Strategy didn’t buy Bitcoin this time?
Whenever Strategy makes a move, the BTC community pays close attention.
After all, everything this company does could become a talking point in the market.
But this time, things are a little different.
According to reports, Strategy spent $205 million buying back STRC instead of directly purchasing BTC.
Now that’s interesting.
Many people are wondering whether Strategy will continue buying Bitcoin. But I think that beyond changes in its BTC holdings, where its capital is flowing is also worth watching.
After all, buying assets isn’t the only way a company can manage its capital.
Still, a single allocation of funds doesn’t mean Strategy has changed its long-term view of BTC.
What I’m most curious about is whether it will keep adding to its Bitcoin holdings after this buyback.
If Strategy makes another move, do you think it will choose BTC or STRC?
#BTC #strategy
#Strategy未购比特币斥资2.05亿美元回购STRC
Whenever Strategy makes a move, the BTC community pays close attention.
After all, everything this company does could become a talking point in the market.
But this time, things are a little different.
According to reports, Strategy spent $205 million buying back STRC instead of directly purchasing BTC.
Now that’s interesting.
Many people are wondering whether Strategy will continue buying Bitcoin. But I think that beyond changes in its BTC holdings, where its capital is flowing is also worth watching.
After all, buying assets isn’t the only way a company can manage its capital.
Still, a single allocation of funds doesn’t mean Strategy has changed its long-term view of BTC.
What I’m most curious about is whether it will keep adding to its Bitcoin holdings after this buyback.
If Strategy makes another move, do you think it will choose BTC or STRC?
#BTC #strategy
#Strategy未购比特币斥资2.05亿美元回购STRC
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Zero Bitcoin Bought in a Week, but $205 Million Spent on STRC BuybacksThe five-week streak of buying Bitcoin is over: from October 19 to 25, Strategy added not a single coin, but used about $204.9 million that same week to repurchase more than 2.06 million shares of STRC preferred stock.
Its holdings remain at 848,517 Bitcoin, with an average cost of about $75,446 per coin. Its U.S. dollar cash reserves were drawn down to about $242.4 million, while another roughly $4.83 billion in dollar reserves was set aside to pay interest. It also issued no new shares through its ATM program that week. The money was still moving; it had just shifted from “adding to its holdings” to “buying back high-yield preferred shares.”
Zero Bitcoin Bought in a Week, but $205 Million Spent on STRC Buybacks
The five-week streak of buying Bitcoin is over: from October 19 to 25, Strategy added not a single coin, but used about $204.9 million that same week to repurchase more than 2.06 million shares of STRC preferred stock.
Its holdings remain at 848,517 Bitcoin, with an average cost of about $75,446 per coin. Its U.S. dollar cash reserves were drawn down to about $242.4 million, while another roughly $4.83 billion in dollar reserves was set aside to pay interest. It also issued no new shares through its ATM program that week. The money was still moving; it had just shifted from “adding to its holdings” to “buying back high-yield preferred shares.”
Its holdings remain at 848,517 Bitcoin, with an average cost of about $75,446 per coin. Its U.S. dollar cash reserves were drawn down to about $242.4 million, while another roughly $4.83 billion in dollar reserves was set aside to pay interest. It also issued no new shares through its ATM program that week. The money was still moving; it had just shifted from “adding to its holdings” to “buying back high-yield preferred shares.”
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Verified
#strategy未购比特币斥资2.05亿美元回购strc
Strategy didn’t buy Bitcoin this week. Instead, it spent $205 million buying back its own preferred stock. What’s going on?
Everyone was waiting to see how much more Saylor would buy, but this week, his shopping cart was full of Strategy’s own STRC preferred stock.
1 From October 19 to 25, Strategy neither bought nor sold Bitcoin. It spent about $205 million buying back STRC. Its 848,517 BTC remained untouched.
Seeing “stopped buying Bitcoin,” some people might think: Even he’s afraid to buy now?
That’s a bit too quick a conclusion. One week without adding to its holdings isn’t enough to tell us what he thinks about the market ahead.
First, to be clear, STRC is preferred stock, and the company has to account for its dividend payments. Buying some of it back means less in dividend payments going forward. Of course, the trade-off is immediate: it has to spend the money now.
Put simply, Strategy has its own concerns: should it keep buying Bitcoin with its cash, or spend some now so the company has lower expenses later? 👍
When we look at the company, it’s easy to focus only on how much more BTC it bought. But its books also include dividends, interest, and all kinds of funding arrangements. Saying “we’re in it for the long term” doesn’t solve everything.
What’s actually more worth paying attention to this time is that it’s starting to prioritize using cash to tidy up its own balance sheet. Buying Bitcoin is important, but keeping this whole financing-and-Bitcoin-holding strategy running is just as important.
Damn, don’t hear “buyback” and immediately imagine it means “we’re about to take off.” That’s an impulsive way to think about it. Haha...
Spending this money means less cash in the short term to buy Bitcoin or do other things. Whether it’s worth it depends on what happens next.
Just watch three things: whether financing gets easier after the buyback, whether the company has enough cash, and where the money for its next Bitcoin purchase will come from.
Whether Bitcoin goes up is up to the market. Whether Strategy can keep buying depends on its own wallet. That’s all 😎
#BTC #Strategy #STRC
#strategy未购比特币斥资2.05亿美元回购strc
Strategy didn’t buy Bitcoin this week. Instead, it spent $205 million buying back its own preferred stock. What’s going on?
Everyone was waiting to see how much more Saylor would buy, but this week, his shopping cart was full of Strategy’s own STRC preferred stock.
1 From October 19 to 25, Strategy neither bought nor sold Bitcoin. It spent about $205 million buying back STRC. Its 848,517 BTC remained untouched.
Seeing “stopped buying Bitcoin,” some people might think: Even he’s afraid to buy now?
That’s a bit too quick a conclusion. One week without adding to its holdings isn’t enough to tell us what he thinks about the market ahead.
First, to be clear, STRC is preferred stock, and the company has to account for its dividend payments. Buying some of it back means less in dividend payments going forward. Of course, the trade-off is immediate: it has to spend the money now.
Put simply, Strategy has its own concerns: should it keep buying Bitcoin with its cash, or spend some now so the company has lower expenses later? 👍
When we look at the company, it’s easy to focus only on how much more BTC it bought. But its books also include dividends, interest, and all kinds of funding arrangements. Saying “we’re in it for the long term” doesn’t solve everything.
What’s actually more worth paying attention to this time is that it’s starting to prioritize using cash to tidy up its own balance sheet. Buying Bitcoin is important, but keeping this whole financing-and-Bitcoin-holding strategy running is just as important.
Damn, don’t hear “buyback” and immediately imagine it means “we’re about to take off.” That’s an impulsive way to think about it. Haha...
Spending this money means less cash in the short term to buy Bitcoin or do other things. Whether it’s worth it depends on what happens next.
Just watch three things: whether financing gets easier after the buyback, whether the company has enough cash, and where the money for its next Bitcoin purchase will come from.
Whether Bitcoin goes up is up to the market. Whether Strategy can keep buying depends on its own wallet. That’s all 😎
#BTC #Strategy #STRC
Strategy didn’t buy Bitcoin this week. Instead, it spent $205 million buying back its own preferred stock. What’s going on?
Everyone was waiting to see how much more Saylor would buy, but this week, his shopping cart was full of Strategy’s own STRC preferred stock.
1 From October 19 to 25, Strategy neither bought nor sold Bitcoin. It spent about $205 million buying back STRC. Its 848,517 BTC remained untouched.
Seeing “stopped buying Bitcoin,” some people might think: Even he’s afraid to buy now?
That’s a bit too quick a conclusion. One week without adding to its holdings isn’t enough to tell us what he thinks about the market ahead.
First, to be clear, STRC is preferred stock, and the company has to account for its dividend payments. Buying some of it back means less in dividend payments going forward. Of course, the trade-off is immediate: it has to spend the money now.
Put simply, Strategy has its own concerns: should it keep buying Bitcoin with its cash, or spend some now so the company has lower expenses later? 👍
When we look at the company, it’s easy to focus only on how much more BTC it bought. But its books also include dividends, interest, and all kinds of funding arrangements. Saying “we’re in it for the long term” doesn’t solve everything.
What’s actually more worth paying attention to this time is that it’s starting to prioritize using cash to tidy up its own balance sheet. Buying Bitcoin is important, but keeping this whole financing-and-Bitcoin-holding strategy running is just as important.
Damn, don’t hear “buyback” and immediately imagine it means “we’re about to take off.” That’s an impulsive way to think about it. Haha...
Spending this money means less cash in the short term to buy Bitcoin or do other things. Whether it’s worth it depends on what happens next.
Just watch three things: whether financing gets easier after the buyback, whether the company has enough cash, and where the money for its next Bitcoin purchase will come from.
Whether Bitcoin goes up is up to the market. Whether Strategy can keep buying depends on its own wallet. That’s all 😎
#BTC #Strategy #STRC
BTC+0.25%
STRCUS+0.33%
风中浪客:
欧易那客服我上次也领教过 半天憋不出一句人话
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The biggest buyer has stopped buying: $200 million poured into its own stock
Put simply, this is a lot more interesting than BTC dithering around $80K. The October 26 SEC 8-K filing says it in black and white: Strategy didn’t buy a single BTC during the week of October 19–25, leaving its holdings unchanged at 848,517 BTC, with an average cost of $75,446. Yet in the same week, it spent $204.9 million buying back 2.068 million shares of STRC preferred stock. The week before was similar: $22.1 million went to buying BTC, versus $193.1 million spent on buybacks. My take: Saylor hasn’t changed his mind—he’s just done the math. With BTC at around $79,800, there isn’t much upside left above his cost basis, so it makes more sense to lighten the load of his company’s own preferred stock first. Its BTC holdings didn’t budge. It may just be a one-week shift in capital allocation, but the signal is clear: even the most committed buyer is becoming price-sensitive. The “there will always be someone to buy” narrative deserves a question mark for now.
(Source: SEC 8-K filing dated October 26; Saylor’s post on X)
#比特币 #Strategy #Saylor #ETF
The biggest buyer has stopped buying: $200 million poured into its own stock
Put simply, this is a lot more interesting than BTC dithering around $80K. The October 26 SEC 8-K filing says it in black and white: Strategy didn’t buy a single BTC during the week of October 19–25, leaving its holdings unchanged at 848,517 BTC, with an average cost of $75,446. Yet in the same week, it spent $204.9 million buying back 2.068 million shares of STRC preferred stock. The week before was similar: $22.1 million went to buying BTC, versus $193.1 million spent on buybacks. My take: Saylor hasn’t changed his mind—he’s just done the math. With BTC at around $79,800, there isn’t much upside left above his cost basis, so it makes more sense to lighten the load of his company’s own preferred stock first. Its BTC holdings didn’t budge. It may just be a one-week shift in capital allocation, but the signal is clear: even the most committed buyer is becoming price-sensitive. The “there will always be someone to buy” narrative deserves a question mark for now.
(Source: SEC 8-K filing dated October 26; Saylor’s post on X)
#比特币 #Strategy #Saylor #ETF
Put simply, this is a lot more interesting than BTC dithering around $80K. The October 26 SEC 8-K filing says it in black and white: Strategy didn’t buy a single BTC during the week of October 19–25, leaving its holdings unchanged at 848,517 BTC, with an average cost of $75,446. Yet in the same week, it spent $204.9 million buying back 2.068 million shares of STRC preferred stock. The week before was similar: $22.1 million went to buying BTC, versus $193.1 million spent on buybacks. My take: Saylor hasn’t changed his mind—he’s just done the math. With BTC at around $79,800, there isn’t much upside left above his cost basis, so it makes more sense to lighten the load of his company’s own preferred stock first. Its BTC holdings didn’t budge. It may just be a one-week shift in capital allocation, but the signal is clear: even the most committed buyer is becoming price-sensitive. The “there will always be someone to buy” narrative deserves a question mark for now.
(Source: SEC 8-K filing dated October 26; Saylor’s post on X)
#比特币 #Strategy #Saylor #ETF
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The number to watch at Strategy this week isn’t “0 BTC”—it’s that freely available USD cash is down to about $242.4 million.
October 19–25: no BTC purchases, and no shares sold through the ATM. It spent about $204.9 million buying back 2.07 million shares of STRC. Since July, it has bought back about $2.04 billion worth of STRC. At this week’s pace, that cash will last just over another week. (The $4.83 billion USD Reserve is listed separately, so don’t lump it in.)
There are only a few options from here: stop the buybacks, reopen the ATM and sell shares, or tap the reserve. None of those is part of the “Saylor will buy forever” script.
If you’re still using MSTR as an indicator of BTC buying, wake up. This quarter, most of its money has gone toward defending the price of its own preferred stock, not scooping up coins. Buybacks can keep STRC near par, but there’s only so much money to prop it up. The infinite ammo crypto fans imagine simply isn’t on the balance sheet.
It’s staying on the sidelines ahead of Wednesday’s rate decision. Don’t expect it to catch your bags for you.
#BTC #Strategy
The number to watch at Strategy this week isn’t “0 BTC”—it’s that freely available USD cash is down to about $242.4 million.
October 19–25: no BTC purchases, and no shares sold through the ATM. It spent about $204.9 million buying back 2.07 million shares of STRC. Since July, it has bought back about $2.04 billion worth of STRC. At this week’s pace, that cash will last just over another week. (The $4.83 billion USD Reserve is listed separately, so don’t lump it in.)
There are only a few options from here: stop the buybacks, reopen the ATM and sell shares, or tap the reserve. None of those is part of the “Saylor will buy forever” script.
If you’re still using MSTR as an indicator of BTC buying, wake up. This quarter, most of its money has gone toward defending the price of its own preferred stock, not scooping up coins. Buybacks can keep STRC near par, but there’s only so much money to prop it up. The infinite ammo crypto fans imagine simply isn’t on the balance sheet.
It’s staying on the sidelines ahead of Wednesday’s rate decision. Don’t expect it to catch your bags for you.
#BTC #Strategy
October 19–25: no BTC purchases, and no shares sold through the ATM. It spent about $204.9 million buying back 2.07 million shares of STRC. Since July, it has bought back about $2.04 billion worth of STRC. At this week’s pace, that cash will last just over another week. (The $4.83 billion USD Reserve is listed separately, so don’t lump it in.)
There are only a few options from here: stop the buybacks, reopen the ATM and sell shares, or tap the reserve. None of those is part of the “Saylor will buy forever” script.
If you’re still using MSTR as an indicator of BTC buying, wake up. This quarter, most of its money has gone toward defending the price of its own preferred stock, not scooping up coins. Buybacks can keep STRC near par, but there’s only so much money to prop it up. The infinite ammo crypto fans imagine simply isn’t on the balance sheet.
It’s staying on the sidelines ahead of Wednesday’s rate decision. Don’t expect it to catch your bags for you.
#BTC #Strategy
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🤔 Strategy suddenly stopped buying after five straight weeks—is Saylor gearing up for something big?
According to a 10/26 report by The Block, an 8-K filing from Strategy shows that the company neither bought nor sold any Bitcoin during the week of October 19–25, ending five consecutive weeks of accumulation.
📋 Key figures
• Holdings unchanged: 848,517 BTC, worth approximately $67.9 billion, or more than 4% of Bitcoin’s total supply
• Average cost: approximately $75,446 per BTC; total cost: approximately $64 billion. The holdings are still in the money
• Where did this week’s money go? Strategy repurchased approximately 2.07 million STRC preferred shares for about $204.9 million
• As of 10/25: $4.83 billion in USD reserves and $242.4 million in cash
• MSTR shares fell 6.9% last week, closing at $146.02 on Friday
🔍 How to read this
• No buying ≠ bearish: holdings haven’t decreased; the company simply used the funds to repurchase preferred shares
• The pressure behind it: New MSCI rules could exclude “non-operating” companies like Strategy from its indexes, making it harder for the company to raise funds by issuing shares and buying crypto
• Market impact: The market has lost a steady major buyer, which may weigh on short-term sentiment. Plus, the Fed meeting is this Wednesday (10/28)
📉 BTC is currently around $80,000, with a recent weekly low of about $79,200 and a high of about $82,600:
• Support: $79,000
• Resistance: $82,600
💬 Do you think Strategy’s pause in buying crypto is a strategic adjustment or a sign that financing conditions are tightening? Join the discussion in the comments 👇
👉 Trade BTC: https://www.binance.com/zh-CN/trade/BTC_USDT
#Strategy #比特币 #MSTR #BTC
⚠️ This is not investment advice. Please be aware of the risks.
🤔 Strategy suddenly stopped buying after five straight weeks—is Saylor gearing up for something big?
According to a 10/26 report by The Block, an 8-K filing from Strategy shows that the company neither bought nor sold any Bitcoin during the week of October 19–25, ending five consecutive weeks of accumulation.
📋 Key figures
• Holdings unchanged: 848,517 BTC, worth approximately $67.9 billion, or more than 4% of Bitcoin’s total supply
• Average cost: approximately $75,446 per BTC; total cost: approximately $64 billion. The holdings are still in the money
• Where did this week’s money go? Strategy repurchased approximately 2.07 million STRC preferred shares for about $204.9 million
• As of 10/25: $4.83 billion in USD reserves and $242.4 million in cash
• MSTR shares fell 6.9% last week, closing at $146.02 on Friday
🔍 How to read this
• No buying ≠ bearish: holdings haven’t decreased; the company simply used the funds to repurchase preferred shares
• The pressure behind it: New MSCI rules could exclude “non-operating” companies like Strategy from its indexes, making it harder for the company to raise funds by issuing shares and buying crypto
• Market impact: The market has lost a steady major buyer, which may weigh on short-term sentiment. Plus, the Fed meeting is this Wednesday (10/28)
📉 BTC is currently around $80,000, with a recent weekly low of about $79,200 and a high of about $82,600:
• Support: $79,000
• Resistance: $82,600
💬 Do you think Strategy’s pause in buying crypto is a strategic adjustment or a sign that financing conditions are tightening? Join the discussion in the comments 👇
👉 Trade BTC: https://www.binance.com/zh-CN/trade/BTC_USDT
#Strategy #比特币 #MSTR #BTC
⚠️ This is not investment advice. Please be aware of the risks.
According to a 10/26 report by The Block, an 8-K filing from Strategy shows that the company neither bought nor sold any Bitcoin during the week of October 19–25, ending five consecutive weeks of accumulation.
📋 Key figures
• Holdings unchanged: 848,517 BTC, worth approximately $67.9 billion, or more than 4% of Bitcoin’s total supply
• Average cost: approximately $75,446 per BTC; total cost: approximately $64 billion. The holdings are still in the money
• Where did this week’s money go? Strategy repurchased approximately 2.07 million STRC preferred shares for about $204.9 million
• As of 10/25: $4.83 billion in USD reserves and $242.4 million in cash
• MSTR shares fell 6.9% last week, closing at $146.02 on Friday
🔍 How to read this
• No buying ≠ bearish: holdings haven’t decreased; the company simply used the funds to repurchase preferred shares
• The pressure behind it: New MSCI rules could exclude “non-operating” companies like Strategy from its indexes, making it harder for the company to raise funds by issuing shares and buying crypto
• Market impact: The market has lost a steady major buyer, which may weigh on short-term sentiment. Plus, the Fed meeting is this Wednesday (10/28)
📉 BTC is currently around $80,000, with a recent weekly low of about $79,200 and a high of about $82,600:
• Support: $79,000
• Resistance: $82,600
💬 Do you think Strategy’s pause in buying crypto is a strategic adjustment or a sign that financing conditions are tightening? Join the discussion in the comments 👇
👉 Trade BTC: https://www.binance.com/zh-CN/trade/BTC_USDT
#Strategy #比特币 #MSTR #BTC
⚠️ This is not investment advice. Please be aware of the risks.
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Strategy didn’t buy a single Bitcoin this week. Where did the $204.9 million go?
Strategy (formerly MicroStrategy) made it clear in its 8-K filing submitted to the U.S. SEC on October 26: From October 19 to 25, it neither sold shares through an ATM offering nor bought or sold any Bitcoin. Its holdings remained at approximately 848,517 BTC, with an average cost of about $75,446 per coin.
That same week, it used $204.9 million in “USD Cash” to repurchase approximately 2.07 million shares of STRC, its floating-rate perpetual preferred stock.
Here are three things to take away:
1. Not buying Bitcoin doesn’t mean it’s bearish. The filing only says there were no purchases or sales that week; it gives no reason. Don’t make up a story about an impending sell-off.
2. Repurchasing preferred stock is about managing the liability side of the balance sheet. Preferred stock pays dividends, so buying it back reduces future dividend payments—but that cash wasn’t used to buy Bitcoin.
3. As of October 25, it had $4.83 billion in “USD reserves” on its books (to cover preferred stock dividends and debt interest), while its flexible “USD Cash” was down to about $242 million.
Here’s the hard truth: If you spend every week waiting to see how much the “whales” bought, this week you got a balance sheet instead. Even the biggest buyer sometimes sits out. Don’t base your own position on someone else’s shopping list.
Ask yourself: How much of your investment thesis is “Company X is still buying”? If it stopped for a month, would you still hold?
Do you think Strategy sitting this week out is a signal or just noise? Let’s discuss in the comments.
#Strategy #比特币 $BTC
Strategy didn’t buy a single Bitcoin this week. Where did the $204.9 million go?
Strategy (formerly MicroStrategy) made it clear in its 8-K filing submitted to the U.S. SEC on October 26: From October 19 to 25, it neither sold shares through an ATM offering nor bought or sold any Bitcoin. Its holdings remained at approximately 848,517 BTC, with an average cost of about $75,446 per coin.
That same week, it used $204.9 million in “USD Cash” to repurchase approximately 2.07 million shares of STRC, its floating-rate perpetual preferred stock.
Here are three things to take away:
1. Not buying Bitcoin doesn’t mean it’s bearish. The filing only says there were no purchases or sales that week; it gives no reason. Don’t make up a story about an impending sell-off.
2. Repurchasing preferred stock is about managing the liability side of the balance sheet. Preferred stock pays dividends, so buying it back reduces future dividend payments—but that cash wasn’t used to buy Bitcoin.
3. As of October 25, it had $4.83 billion in “USD reserves” on its books (to cover preferred stock dividends and debt interest), while its flexible “USD Cash” was down to about $242 million.
Here’s the hard truth: If you spend every week waiting to see how much the “whales” bought, this week you got a balance sheet instead. Even the biggest buyer sometimes sits out. Don’t base your own position on someone else’s shopping list.
Ask yourself: How much of your investment thesis is “Company X is still buying”? If it stopped for a month, would you still hold?
Do you think Strategy sitting this week out is a signal or just noise? Let’s discuss in the comments.
#Strategy #比特币 $BTC
Strategy (formerly MicroStrategy) made it clear in its 8-K filing submitted to the U.S. SEC on October 26: From October 19 to 25, it neither sold shares through an ATM offering nor bought or sold any Bitcoin. Its holdings remained at approximately 848,517 BTC, with an average cost of about $75,446 per coin.
That same week, it used $204.9 million in “USD Cash” to repurchase approximately 2.07 million shares of STRC, its floating-rate perpetual preferred stock.
Here are three things to take away:
1. Not buying Bitcoin doesn’t mean it’s bearish. The filing only says there were no purchases or sales that week; it gives no reason. Don’t make up a story about an impending sell-off.
2. Repurchasing preferred stock is about managing the liability side of the balance sheet. Preferred stock pays dividends, so buying it back reduces future dividend payments—but that cash wasn’t used to buy Bitcoin.
3. As of October 25, it had $4.83 billion in “USD reserves” on its books (to cover preferred stock dividends and debt interest), while its flexible “USD Cash” was down to about $242 million.
Here’s the hard truth: If you spend every week waiting to see how much the “whales” bought, this week you got a balance sheet instead. Even the biggest buyer sometimes sits out. Don’t base your own position on someone else’s shopping list.
Ask yourself: How much of your investment thesis is “Company X is still buying”? If it stopped for a month, would you still hold?
Do you think Strategy sitting this week out is a signal or just noise? Let’s discuss in the comments.
#Strategy #比特币 $BTC
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Strategy spent $204.9 million this week and didn’t buy a single $BTC .
SEC filings show that from October 19 to 25, the company did not buy or sell any bitcoin, and it also did not sell shares through its ATM program. All the money went toward repurchasing 2,068,xxx preferred shares. Its holdings remained unchanged at 848,500 coins. The market is used to treating Strategy as the marginal buyer of bitcoin, but this time it spent its cash on the other side of the balance sheet.
The preferred share buyback pressures financing costs and dividend obligations. For a company that has relied on continuous financing to accumulate bitcoin, straightening out the high-cost capital structure before adding a few thousand more $BTC does more to stabilize the books. The tradeoff is that, in the short term, there is one less incremental buyer in the public market, and that signal is more important than the holdings figure itself.
The 848,500 coins did not move, which means the strategy has not changed direction; only the pace has shifted from “buying coins” to “fixing the structure.” What to watch next is whether the ATM program will restart, because that will determine whether it can continue acting as a buyer.
#Strategy #Bitcoin
#SEC
Strategy spent $204.9 million this week and didn’t buy a single $BTC .
SEC filings show that from October 19 to 25, the company did not buy or sell any bitcoin, and it also did not sell shares through its ATM program. All the money went toward repurchasing 2,068,xxx preferred shares. Its holdings remained unchanged at 848,500 coins. The market is used to treating Strategy as the marginal buyer of bitcoin, but this time it spent its cash on the other side of the balance sheet.
The preferred share buyback pressures financing costs and dividend obligations. For a company that has relied on continuous financing to accumulate bitcoin, straightening out the high-cost capital structure before adding a few thousand more $BTC does more to stabilize the books. The tradeoff is that, in the short term, there is one less incremental buyer in the public market, and that signal is more important than the holdings figure itself.
The 848,500 coins did not move, which means the strategy has not changed direction; only the pace has shifted from “buying coins” to “fixing the structure.” What to watch next is whether the ATM program will restart, because that will determine whether it can continue acting as a buyer.
#Strategy #Bitcoin
#SEC
SEC filings show that from October 19 to 25, the company did not buy or sell any bitcoin, and it also did not sell shares through its ATM program. All the money went toward repurchasing 2,068,xxx preferred shares. Its holdings remained unchanged at 848,500 coins. The market is used to treating Strategy as the marginal buyer of bitcoin, but this time it spent its cash on the other side of the balance sheet.
The preferred share buyback pressures financing costs and dividend obligations. For a company that has relied on continuous financing to accumulate bitcoin, straightening out the high-cost capital structure before adding a few thousand more $BTC does more to stabilize the books. The tradeoff is that, in the short term, there is one less incremental buyer in the public market, and that signal is more important than the holdings figure itself.
The 848,500 coins did not move, which means the strategy has not changed direction; only the pace has shifted from “buying coins” to “fixing the structure.” What to watch next is whether the ATM program will restart, because that will determine whether it can continue acting as a buyer.
#Strategy #Bitcoin
#SEC
4
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