#Strategy斥资1.76亿回购STRC

鲸鱼在 7 月 6 日周一微策略公告卖币引发市场大跌时，进场做多了价值 $8000 万的 BTC 和 ETH，并持有到了现在。 BTC 开多价格 $ 62,353、ETH 开多价格 $ 1,762。 随着这两天的暴力反弹，他一个半月前开的多仓已经浮盈高达 $2,110 万。 https://t.co/cvVgn1Z4Jt -------------------------------------------------------------------------- #Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

周一的时候，微策略还浮亏 $99 亿。 结果到周五，微策略浮盈 $9.8 亿了。 这算啥，一周赚 $110 亿？这波澜壮阔的行情😂 微策略前面 $62,146 均价割肉卖掉的 6,948 枚 BTC 是不是算白死了。

Best winning play combo through the end of September: 1) Stack Robinhood Chain winners and chill 2) Short MSTR Hmm. That's it.

NEW: Michael@Saylor's@Strategylaunches a public$BTCCredit model showing credit spreads, undercollateralization risks and$BTCfloor prices across its $53.5B in reserves and $21.95B in debt and preferred stock.

🚨 UPDATE: Michael Saylor says Strategy’s$BTCCredit model uses a 10% BTC ARR case to track credit spreads and undercollateralization risks.

Strategy CEO: Bitcoin Accumulation to Resume This Year According to FOX Business, Strategy CEO Phong Le@phonglestated that the company plans to resume accumulating Bitcoin later this year, despite recent sales of portions of its holdings that drew market scrutiny. Le noted that Strategy has purchased around 175,000 Bitcoin since the beginning of the year while selling roughly 7,000 BTC, making its buying volume about 25 times greater than its sales. He emphasized that proceeds from recent sales were used to support preferred stock dividends, share repurchases, and US dollar reserves, and the company will return to buying more Bitcoin throughout the course of the year.

Just when I thought $MSTR couldn't possibly become more leveraged and convoluted...

Vanguard raised its$MSTRstake to $3.16B and increased its$BMNRholdings. Norway’s sovereign wealth fund bought $88M worth of$BMNR. Smart money is accumulating because they know the next$BTC&$ETHcycle will be WILD.

🚨 LATEST: Strategy opposes MSCI’s proposed index rules that could exclude MSTR, says “Bitcoin doesn’t need MSCI. Neither does Strategy.” https://t.co/lQCC8wJIJ4

A new MSCI proposal would remove Strategy from their indices, leading to billions in passive selling due to forced rebalancing as well as a loss of passive demand for $MSTR. The timeline is: -Feedback until September 30th -Decision by October 16th -Implementation in November https://t.co/QaT6z8hlyt

Is this another blow to the DAT / treasury company debate? I've been long outspoken as NOT a fan of these. Why would I not just buy the underlying asset? Morgan Stanley Capital International is considering removing BOTH Microstrategy and Metaplent... 2 of the largest Bitcoin treasuries. Completely removed, due to a proposal that cites them as 'non-operating companies' Saylor of course fired back. Sure, they don't NEED MSCI, but the added liquidity, trading volume, and capital flow in and out is extremely positive for price action and the various assets under Strategy. Personally, they get removed, its not the best situation for Strategy or Metaplanet.

Interesting ... Saylor hasn't posted an orange dot chart this week, just this info on $STRC. Does this mean we aren't going to get hints on Sunday anymore or does it mean that Strategy did nothing last week?

Strategy Pauses Bitcoin Purchases, Raises $334M Through MSTR Sales Strategy said it made no Bitcoin purchases or sales between August 10 and August 16, leaving its holdings unchanged at 840,447 BTC, acquired for $63.36 billion at an average price of $75,385. During the week, the company sold 3.46 million MSTR shares for $333.7 million in net proceeds, using $132.2 million to repurchase 1.39 million STRC shares, $52.4 million to fund STRC dividends and $149.1 million to increase its U.S. dollar reserve. The USD reserve stood at $4.80 billion as of August 16.

⏸️ "No bitcoin purchases or sales were made this week." Strategy hasn't bought a single coin since June 21, even as it keeps raising hundreds of millions to prop up its own preferred stock instead.

JUST IN: Strategy CEO Phong Le says the company will resume accumulating bitcoin later this year after buying about 175,000 $BTC and selling about 7,000 this year.

Strategy added $150M to its USD Reserve and repurchased $132M of $STRC, extending USD Duration to 2.8 yrs (+41 days) and tightening STRC BTC Credit to 114 bps (-4 bps). As of 8/16/26: ₿840,447 BTC Reserve; $4.8B USD Reserve. $MSTR https://t.co/kNWPowilmT

🔥 UPDATE: Michael Saylor says Strategy will keep STRC near $100, using company resources to defend par if needed.

Saylor: MSTR Investors Should Hold for at Least Four Years, Preferably Seven to 10, and Be Prepared for Difficult Years Strategy Executive Chairman Michael Saylor said MSTR investors should have at least a four-year time horizon, with seven to 10 years preferable, and should be prepared for difficult years. He said share buybacks are not currently a priority and would likely be considered only if MSTR trades at a very deep discount to NAV. Strategy currently holds about $4.8 billion in cash, giving it flexibility to buy Bitcoin, repurchase MSTR or preferred shares, or repay debt, while Saylor added that the company must be able to sell Bitcoin as well as buy it.

LATEST: Michael Saylor says a @Strategy share buyback remains possible but isn’t a priority as the company builds its $4.8 billion cash reserve Read the full story from @HeleneBraunn on CoinDesk https://t.co/BZKGEo2EOK

Strategy issued $333.7M of $MSTR last week and used that capital to repurchase $132.2M of $STRC, increase the USD reserve to $4.8B, and pay STRC dividends. They did not buy or sell any $BTC last week. https://t.co/Uz5PRVW516

我觉得有一个问题，是下个周期必须考虑的，那就是微策略在下一个牛市周期的抛压问题。当然了，微策略肯定不会直接砸崩的，但是，会不会影响高度呢？我觉得会的，这是另外一个影响下个周期倍数的重要原因了。曾经没有，但是下个周期是一定要考虑的。这主要影响做趋势交易的交易员。

MSTR股东为3个孩子投入21.9万美元后跌至6万美元，Saylor回应：想分红应该买优先股 Michael Saylor 回应 MSTR 普通股东的分红诉求称，若想获取分红，应考虑优先股；MSTR 普通股持有周期至少应为 4 年，理想为 7 至 10 年。 该股东称，他为 3 个孩子分别投入 7.3 万美元 MSTR，如今每笔仅值约 2 万美元，并担心公司持续通过 ATM 增发压低股价。 Saylor 还提到，STRD 的实际收益率接近 15%，STRC、STRK 则被设计为提供分红与一定上涨空间。

Michael Saylor says Strategy could buy back shares if MSTR trades at a deep enough discount, the Treasury moves closer to implementing the GENIUS Act, and South Korea moves to block Polymarket.@uyendoehas what you need to know.

MSTR Shareholder Questions Strategy: I Bought $73K MSTR for My Kids. Now It’s Worth $20K At Strategy's Q2 2026 investor Q&A, livestreamed on Aug. 17, a shareholder said he had invested $73,000 in MSTR for each of his three children, that each investment is now worth only about $20,000, and asked whether the company would consider paying a dividend to common shareholders. CEO Phong Le responded that the company will not pay a common-stock dividend on MSTR, saying it is not the best use of capital. Executive Chairman Michael Saylor said MSTR is essentially an amplified Bitcoin exposure with volatility likely well above Bitcoin itself, and that common-stock investors should have at least a four-year holding horizon — ideally seven to ten years.

“I think there is this misconceived notion that issuing our equity is dilutive to our shareholders. If we sell digital credit, $STRC, and we issue equity to pay the dividends, it’s highly accretive to our shareholders…” In this clip, @PhongLe addresses dilution concerns and explains how Strategy could become the J.P. Morgan of digital assets. $MSTR

"Fix the credit, fix the equity." @Saylor and @PhongLe sat down with me for Strategy's live investor Q&A. No question off limits. 00:00 Trailer and welcome 2:44 Is Bitcoin money? 10:41 Bringing traditional finance capital into Bitcoin 14:19 A shareholder asks about the drawdown 17:35 Fix the credit, fix the equity 22:25 Will Strategy buy back MSTR? 24:24 Dilution concerns 26:32 The J.P. Morgan of Digital Assets 29:15 The MSCI index decision 32:47 Building a strong USD reserve 34:40 Playing the long game on credit 40:33 Will Strategy buy cash-flowing businesses? 42:49 Lessons from STRC drawdown 45:23 STRC was 80% retail, but now... 46:45 Monthly, quarterly, or daily dividends? 47:58 Will Strategy buy back STRK? 48:56 Could STRC trade above $100? 56:46 The long-term Bitcoin case in a bear market 58:09 AI, vulnerabilities, and institutional custody 59:49 Why dividends are paid in dollars, not Bitcoin 1:02:05 Strategy using AI for marketing videos 1:03:17 What Michael & Phong do to unwind

Michael Saylor on $MSTR buybacks: https://t.co/HiT8yg3KPO

$MSTR man all Saylor needed to do was to stop buying 😂 now i'm pretty sure if BTC rallies higher he's gonna dilute MSTR further to start buying back BTC higher than he just sold it going to be interesting to watch. https://t.co/U6L6MNY240

Not only should Saylor/Strategy fears have been abated for a while once he showed that he was willing to sell BTC to rebuy STRC, but now after this price impulse they are even more over-collateralized by their BTC holdings

Strategy Responds to MSCI's Proposal to Exclude Bitcoin Treasury Companies On August 17, during Strategy's Q2 2026 Investor Q&A session, CEO Phong Le@phongleaddressed MSCI's proposal to exclude Bitcoin treasury companies from its indexes.He said that even if Strategy were ultimately removed, MSCI-indexed holdings account for only around 3% to 4% of the company's outstanding shares. While the exclusion could create some short-term selling pressure, he believes the overall impact would be limited.He also argued that the proposed adjustment is inconsistent with the direction of the SEC, FASB, and current accounting treatment practices. Strategy will once again submit a formal response to MSCI, hoping that the index provider will ultimately decide not to proceed with the latest rule changes.

🚨 JUST IN: Strategy bought no Bitcoin last week but established a $1.59B cash pool for future BTC purchases. Strategy still holds 840,447$BTC.

JUST IN: Strategy Raises $2.0B Through MSTR Sales, Creates New $1.59B USD Cash Pool Strategy said it sold 18.26 million MSTR shares for $2.01 billion in net proceeds between August 17 and 23. Of the proceeds, $136.4 million was used to repurchase STRC preferred shares, $300 million was added to its existing USD Reserve, and the remainder was allocated to a newly established “USD Cash” pool for flexible Bitcoin treasury purposes, including potential BTC purchases, debt service and share repurchases. As of August 23, Strategy held $5.10 billion in USD Reserve and $1.59 billion in USD Cash. The company made no Bitcoin purchases or sales during the week, leaving holdings unchanged at 840,447 BTC.

USD Cash enhances our Digital Credit Capital Framework, and is separately designated for general Bitcoin Treasury Company purposes, including acquiring BTC, paying preferred dividends & interest, repurchasing MSTR/preferred stock, repaying converts, and increasing USD Reserve.

Strategy issued $2B of $MSTR last week. With that capital they: -repurchased $136.4M of $STRC -increased USD reserve to $5.1B -established USD cash of $1.59B -purchased 0 $BTC "USD cash" is a new category of USD reserved for future general purpose use including buying BTC. https://t.co/97S4jB9Sa8

Strategy increased USD Reserve to $5.10B, established additional USD Cash of $1.59B, and repurchased $136M of $STRC. As of 8/23/26: Strategy holds ~4% of Total BTC Supply and has ~0% Net Leverage. $MSTR https://t.co/WZ9GFtJBXh

Michael Saylor(@saylor)'s #Strategy didn't buy or sell any $BTC last week. But it sold 18.26M shares of $MSTR for $2.01B, with $1.57B allocated to USD Cash, which can be used to buy more $BTC. https://t.co/q37BY5pUzx https://t.co/hj7fq24MyY

Arthur Hayes: Strategy's Business Model May Be Losing Its Relevance On August 22, 2026, BitMEX co-founder Arthur Hayes @CryptoHayes said in an interview that the slowdown in Bitcoin’s price growth had caused its second derivative to turn negative, leading Strategy’s financial engineering model to collapse. Founder Michael Saylor now faces a difficult choice: issue more shares, sell BTC, or stop paying dividends. Hayes argued that MSTR has lost its influence and no longer has a justification for trading at a premium. For investors seeking Bitcoin exposure through the stock market, he believes directly buying a Bitcoin ETF such as IBIT is the more rational choice, rather than investing in MSTR, which depends heavily on absolute control of a single individual. Once the premium disappears, the entire strategy will cease to work.

Laura Shin on @saylor and Microstrategy: "He should have kept it simple and now that he has complicated things, the mission is muddied." "It has undermined peoples' confidence in him." Their products "won't do as well as easily as they would have in the past." https://t.co/xD2Hra2Bmm

If BTC goes up a bit more you'll start seeing Saylor rebuy what he sold at the bottom Watch

I sold my dream car, my Bugatti Veyron Grand Sport, and put the money into Bitcoin, Ethereum, and MicroStrategy. Now I’m betting on crypto to turn that same money into something much bigger before I buy the cars back. 🚀 https://t.co/pEGbwuetnd

BREAKING: Michael Saylor hints at Strategy $MSTR buying Bitcoin. "We’re ₿ack." https://t.co/Op0raOajTV

Looks like Strategy has returned to buying bitcoin:native for the first time since June. 👀

Saylor woke up and chose chaos “We’re ₿ack.” That’s the entire tweet But after Strategy went quiet on the usual Sunday buy teasers, this hits different 840,447 BTC already stacked Now CT is basically waiting for one thing on monday He is going to buy again? https://t.co/NWIk28xg08

The last time Strategy bought bitcoin:native was a $35M buy in mid-June. Their last large purchase was a $2B buy in mid-May. How much do you think they bought last week? https://t.co/y5YCZXC1D0

Saylor posting "We're Back" and the whole market knows what it means Strategy hasn't bought Bitcoin in ten weeks, its longest pause ever, while it rebuilt billions in cash and got back to profit Saylor has a habit of dropping a cryptic post like this right before a Monday buying announcement If the pattern holds, the biggest Bitcoin buyer on earth is about to start stacking again

C’est vraiment là qu’on voit que les « ventes » n’étaient en réalité qu’un moyen d’habituer le marché pour @MicroStrategy. Rien que sur cette transaction, Strategy rachète presque les deux tiers des bitcoins vendus au cours des dernières semaines. ça reste un "sell low and buy high"

🐋 WHALE WATCH : THE GIANTS ARE AWAKE AGAIN MicroStrategy breaks its 10 WEEK SILENCE! Michael Saylor just bought 4603 $BTC for $369 MILLION. This isnt just another buy its the return of the ultimate Bitcoin bull after a 2.5 month drought. When $MSTR steps back into the market liquidity flows follow. Are you paying attention yet ?

🐋 WHALE WATCH : Saylor teased Were ₿ack. $MSTR sitting on 840000+ Bitcoin and a fresh multi billion dollar warchest ready to sweep the order books. Bearish thesis completely invalidated. Send $BTC to 100k. https://t.co/6dLpdUyqMw

JUST IN: Strategy Buys 4,603 BTC for $369.7M as Holdings Reach 845,050 BTC Strategy said it purchased 4,603 BTC for $369.7 million between August 24 and August 30 at an average price of $80,318, bringing total holdings to 845,050 BTC acquired for $63.73 billion at an average price of $75,412. The purchases were funded through MSTR share sales, which generated $602.8 million in net proceeds during the week. Strategy also used $151.8 million to repurchase STRC preferred shares, while its USD Reserve and USD Cash stood at $5.10 billion and $1.61 billion, respectively.

Strategy has acquired 4,603 BTC for $370M, increased USD Cash by $29M, and repurchased $152M of $STRC. As of 8/30/26, we hold 845,050 bitcoin:native and $6.71B of USD Assets, bringing Net Leverage to 0.0%. $MSTR https://t.co/XAAEZV5Gil

After 2 months, #Saylor bought bitcoin:native again! Michael Saylor(@saylor)'s @Strategy bought another 4,603 bitcoin:native($369.7M) at $80,318 last week! https://t.co/9qkhIoWvl1 https://t.co/JUnsc3pE20

Strategy accumulated 4,603 bitcoin:native last week for $369.7M at an average price of $80,318. They also repurchased $151.8M of $STRC and raised the USD Cash balance by $29M. This was all funded by issuing $602.8M of $MSTR. https://t.co/yhabl4SMvB

上周财库操作更新： ◎微策略在回本后重启了 BTC 购买：上周卖了 $6 亿的股票，然后用其中 $3.7 亿买了 4,603 枚 BTC。 ◎Bitmine 上周则是继续购买了 53,501 枚 ETH ($1.32 亿)。 -------------------------------------------------------------------------- ◎比特币财库公司 Strategy 上周以约 $80,318 的价格购买了 4,603 枚 BTC ($3.7 亿)。 他们现在持有 845,050 枚 BTC ($662.69 亿)，成本均价 $75,412，浮盈 $25.42 亿 (+4%)。 ◎以太坊财库公司 Bitmine 上周以约 $2,464 的价格购买了 53,501 枚 ETH ($1.32 亿)。 他们现在总共持有 5,901,112 枚 ETH ($144.81 亿)，成本均价 $3,351，浮亏 $52.93亿 (-26.7%)。 -------------------------------------------------------------------------- #Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

Strategy bought 4,603 BTC for $369.7 million last week, its first purchase since June, funded entirely by common stock sales. 🟠 https://t.co/SeDKi1hcHL

Strategy sold 32 $BTC at $77,000 Then sold 6.916 $BTC around $60,000 To buy back 4,603 $BTC at $80,000 Saylor is a billionaire with an entire team behind him and still can’t time Bitcoin But Dave with $800 in USDT is absolutely certain we’re going back to $40K

UPDATE: Michael @Saylor's @Strategy bought Bitcoin for the first time in two months, acquiring 4,603 bitcoin:native for $369.7M, pushing its total holdings to 845,050 bitcoin:native ($65.9B). https://t.co/sQHu8tIgJ5

Phong discusses Strategy with Bloomberg. $MSTR

LATEST: Strategy announces on X it bought 4,603 BTC for $370 million, bringing its total holdings to 845,050 BTC.

⚡️ NEW: Strategy called MSCI’s proposed “non-operating company” exclusion misguided and flawed, but said it isn’t material to $MSTR. https://t.co/PCVdNLJj8C

⚡️ UPDATE: Strategy bought 4,603 $BTC at $80,300 after selling between $60,200 and $64,300. Sell the dip, buy the high? https://t.co/0a0MgREKSx

Strategy now has more Total Reserve Capital than every financial services company in the S&P 500 except Berkshire Hathaway. $MSTR

🔥 UPDATE: Strategy says it holds $52 billion in net Bitcoin reserves after accounting for debt and preferred claims. https://t.co/PAInPoY0YI

No orange dot chart from Saylor today. It could be because tradfi markets are having a long weekend, or perhaps last week's $BTC buy from Strategy was a standalone purchase rather than a return to regular buying. https://t.co/Te51JNyyEc

🔥 INTERESTING: Strategy has only sold 5 time since 2020. https://t.co/6lcc12yU0F