MicroStrategy
Coverage of MicroStrategy in the Nexus archive.
- Strategy sheds $216 million in Bitcoin in crypto hoarder’s largest sale ever
Strategy, a major Bitcoin hoarder, sold $216 million in Bitcoin in its largest crypto sale to date, citing the need to build cash reserves and avoid issuing more equity. The sale caused its stock to drop 5% initially, while Bitcoin's price fluctuated. The company, which previously emphasized accumulating Bitcoin, now faces market pressures amid broader crypto bearishness.
- Corporate Bitcoin Treasuries Explained: Why Public Companies Hold Bitcoin
Public companies hold Bitcoin as a scarce, dollar-denominated reserve asset to diversify treasury holdings, combat inflation, attract investors, and gain exposure to the digital asset economy. The strategy was pioneered by Strategy (formerly MicroStrategy) and later adopted by Tesla, Block, and Metaplanet.
- Strategy's MSTR may plunge 80% if it repeats this dot-com-era fractal
Strategy's cash reserves have decreased by 38%, with dividend obligations nearing $1.2 billion, increasing dilution risk for MSTR shareholders. The company's stock could potentially drop 80% if it mirrors the dot-com-era fractal.
- Strategy: The Capital Stack Meets a Falling Bitcoin Price
Strategy Inc., formerly MicroStrategy, faces its first test of the Bitcoin-treasury model as Bitcoin prices fall. The company holds 847,363 BTC purchased for $64.10 billion, averaging $75,651 per Bitcoin.
- Michael Saylor Calls Bitcoin’s Drop a ‘Capital Rotation’ to AI as BTC Slides Below $62,000
Bitcoin fell below $62,000, entering a technical bear market, as Michael Saylor attributed the decline to capital shifting toward AI infrastructure. Saylor’s company, MicroStrategy, sold 32 bitcoin to fund dividends, marking its first sale since 2022, which analysts linked to worsening bearish sentiment.
- Bitcoin Price Crashes to Precarious Position Near $65,000 as Momentum Rotates Into AI, IPOs
Bitcoin's price fell to $65,000, down 12% weekly, as capital shifts toward AI stocks, gold, and tech IPOs. Analysts attribute the decline to Bitcoin losing momentum status and negative ETF flows, with Citi noting stalled regulatory progress on the Clarity Act.
- Morning Minute: Bitcoin Falls Below $67k as MSTR Plummets
Bitcoin fell below $67k as MicroStrategy's stock plummeted following Saylor's first Bitcoin sale in years. Bernie Sanders and Elizabeth Warren are advocating to remove cryptocurrency from 401(k) plans.
- DDC Buys Bitcoin Twice in One Week, Grows Treasury 14% Without Dilution
DDC Enterprise Limited (NYSE: DDC) increased its Bitcoin treasury by 14% through two purchases in seven days, acquiring 331 BTC without issuing new shares. The company now holds 2,714 BTC with an average cost of $79,135, positioning itself among the top 30 global corporate Bitcoin holders. DDC combines Bitcoin accumulation with its Asian food business, aiming to compound value without dilution.
- Smarter Web Company Adds 10 Bitcoin, Lifts Holdings to 2,869 BTC Amid Treasury Push
The Smarter Web Company (LSE: SWC) purchased 10 Bitcoin at £55,786 per coin, increasing its holdings to 2,869 BTC. The company uses Bitcoin as a treasury reserve asset and has a £18 million credit facility with Coinbase to scale BTC exposure. It reported a 15.43% Bitcoin yield and competes with firms like Strive and MicroStrategy in BTC accumulation strategies.
- Strategy's Michael Saylor says tokenization will let investors 'shop' for yield
Michael Saylor, bitcoin evangelist and MicroStrategy leader, stated on CNBC that tokenization will directly challenge traditional banking and brokerage businesses. He believes tokenization will enable investors to easily shop for yield opportunities across different assets.
- Michael Saylor floated Bitcoin sales idea to avoid 'impairing' the asset
Michael Saylor suggested selling Bitcoin to avoid undermining the asset. His company is built around Bitcoin and he wants to protect its value. Continuing to never sell could ultimately harm the asset.
- Strategy (MSTR) Files to Repurchase $1.5B in 2029 Convertible Notes as STRC Hits Record $1.53B Daily Volume
MicroStrategy plans to repurchase $1.5 billion in convertible notes due 2029, as its preferred stock instrument STRC hits a record daily volume of $1.53 billion. The company has grown its market capitalization to approximately $8.5 billion since launching less than nine months ago. MicroStrategy holds 818,869 Bitcoin acquired at a total cost of approximately $61.81 billion.
- What Is Strategy (MSTR)? The Bitcoin Treasury Company
Strategy, formerly known as MicroStrategy, is a software firm closely associated with Bitcoin, largely due to its co-founder Michael Saylor's involvement. The company has been making significant moves in the Bitcoin space. Michael Saylor is a key figure in this context.
- Why Saylor's Recent Comment About Potentially Selling BTC Matters More Than People Think
Saylor's recent comments suggest that selling Bitcoin is a possibility due to the structure behind Strategy's preferred shares and dividend obligations. The company's BTC holdings, previously considered untouchable, may be at risk if demand for STRC slows down. This changes the conversation around their 818k+ BTC holdings.
- Daily crypto TL;DR – May 10, 2026
Bitcoin holds above $80K with sustained institutional demand, MicroStrategy plans aggressive Bitcoin purchases, and BlackRock launches new tokenized money market funds. Crypto market confidence is boosted by Middle East peace talks and reduced geopolitical risk. Upcoming US CPI data release may influence crypto market liquidity.
- Strategy Opens Door to Bold Bitcoin Sales Pivot Unlocking $2.2 Billion Tax Benefit
Strategy Inc., formerly MicroStrategy, reported a Q1 2026 operating loss of $14.47 billion, but signaled a strategic pivot to sell portions of its Bitcoin holdings, marking a departure from its long-standing 'never sell' narrative. The company holds 818,334 BTC and has raised ~$11.7 billion year-to-date. This move is expected to unlock a $2.2 billion tax benefit.
- MicroStrategy breaks from 'never sell' bitcoin approach
MicroStrategy has shifted its approach to bitcoin, no longer adhering to a 'never sell' strategy. This change indicates a potential adjustment in the company's investment tactics. The move may have implications for the cryptocurrency market.
- Strategy Mulls Selling Bitcoin to 'Inoculate the Market': Saylor
The largest corporate Bitcoin holder is reconsidering its stance on selling Bitcoin to potentially stabilize the market. This decision may have significant ripple effects. The company's potential shift in strategy is being closely watched by analysts.
- Michael Saylor's Strategy signals potential bitcoin sale to fund dividends obligations
Michael Saylor's company may sell bitcoin to fund dividend obligations. This strategy signals a potential sale of bitcoin holdings. The move is likely driven by financial obligations.
- +$4B today: if Saylor isn’t liquidated, this will be the best trade in history
Michael Saylor's trade of over 800k BTC may be the best in history if he isn't liquidated. Microstrategy has built a multi-billion dollar cash runway and survived a 50% drawdown in BTC. The company is expected to own over 1M BTC soon.
- Strive's Bitcoin Treasury Crosses 15,000 BTC After $33.9 Million Purchase
Strive's Bitcoin treasury has crossed 15,000 BTC after a $33.9 million purchase, extending its string of accumulation moves as one of the more active corporate Bitcoin buyers. The company's total stack is now valued at around $1.2 billion at current prices. Strive describes itself as the first public asset management Bitcoin treasury corporation.
- MicroStrategy Hits Pause—BTC Traders Watching Closely
MicroStrategy has paused its Bitcoin purchases, prompting close attention from Bitcoin traders. The move comes amid ongoing speculation about the company's future strategy regarding its cryptocurrency holdings.
- MicroStrategy’s STRC Stock Hits Record as Payment Vote Nears
MicroStrategy’s STRC stock reached a record high as anticipation grows around an upcoming payment vote. The surge in stock value coincides with key corporate decisions that could impact its financial strategy.
- Why Galaxy Sees Tether XXI Merger Rivaling MicroStrategy
The article discusses the potential merger between Galaxy and Tether XXI, highlighting its significance in the cryptocurrency space and drawing comparisons to MicroStrategy's strategic moves. The analysis suggests this merger could rival MicroStrategy's impact on the market.
- Bitcoin Closes April Up 12% as Strategy's MSTR Posts First Positive Month Since July
Bitcoin surged 12% in April as MicroStrategy (MSTR) added $4.1 billion in BTC, marking its first positive month since July. However, on-chain data indicates the gains may be driven by speculative activity.
- BlackRock’s Bitcoin ETF vs. Strategy’s (MSTR) Bitcoin holdings chart
The article compares BlackRock’s Bitcoin ETF with MicroStrategy’s Bitcoin holdings, analyzing their positions in the cryptocurrency market. It highlights the growing institutional interest in Bitcoin through ETFs and corporate investments.
- Daily crypto TL;DR – April 28, 2026
Bitcoin dips to $77K–$79K with neutral market sentiment, while Ethereum faces pressure at $2.3K. Stalled US-Iran talks and rising oil prices weigh on crypto markets, alongside anticipation for the US Fed's rate decision and PCE inflation data. MicroStrategy acquires $255M in BTC, and BitMine's ETH holdings reach 5M tokens.
- MSTR just dropped another $255M on BTC. 818,334 coins and still buying.
MicroStrategy (MSTR) has invested an additional $255 million in Bitcoin, acquiring 818,334 coins, and continues to expand its cryptocurrency holdings.
- Michael Saylor’s Strategy buys 3,273 bitcoin as it inches closer to its 1 million target
Michael Saylor’s investment strategy involves purchasing 3,273 Bitcoin, bringing it closer to its goal of acquiring 1 million Bitcoin. The move reflects continued confidence in Bitcoin as a strategic asset.
- Morgan Stanley just launched a spot Bitcoin ETF and the trade is already dead
Morgan Stanley launched a spot Bitcoin ETF, joining BlackRock and Fidelity in the market. The crypto market cap surpassed $3.1 trillion, but the article argues that institutions entering now are missing peak returns, as early investors like MicroStrategy already capitalized. Bitcoin's momentum is waning near resistance levels, and risks like hacks and DeFi TVL declines persist.
- Strategy's Michael Saylor again hints at impending BTC purchase
Michael Saylor of MicroStrategy has hinted at a potential Bitcoin purchase. The company's Bitcoin holdings have seen a 3.3% gain as Bitcoin's price rose to approximately $78,000.
- Strategy stock beats Bitcoin after rising 25% in a month: BTC bottom in?
MicroStrategy (MSTR) stock has risen 25% in a month, outperforming Bitcoin. This trend suggests traders are increasing risk-taking, potentially signaling the end of Bitcoin's worst drawdown phase.
- In the six months since the last BTC all time high. MicroStrategy has purchased 174,812 Bitcoin at an average price of $81,122 equal to 21.4% of their current supply.
MicroStrategy has purchased 174,812 Bitcoin at an average price of $81,122, totaling $14.2 billion, now owning 21.4% of the current Bitcoin supply. The company aims to acquire 1 million Bitcoin by year-end, raising questions about its financial strategy and potential legal risks.
- WHAT IS THE MOST TRADED CRYPTOCURRENCY IN THE WORLD ?
Bitcoin and Ethereum are the primary cryptocurrencies attracting institutional investment through regulated spot ETFs, with Ethereum seeing higher recent inflows. BlackRock leads as the dominant buyer, while MicroStrategy surpassed BlackRock in Bitcoin holdings. Factors include ETF accessibility, geopolitical stability, and growing Ethereum adoption.
- Strategy (MSTR) overtakes BlackRock's IBIT after aggressive bear market BTC buying
MicroStrategy (MSTR) surpassed BlackRock's IBIT ETF after aggressively buying Bitcoin during a bear market. The move highlights institutional confidence in Bitcoin despite market downturns.
- Michael Saylor Tweets 'Think Even Bigger' as Strategy Hints at Its Largest Bitcoin Purchase
Michael Saylor, CEO of MicroStrategy, tweeted 'Think Even Bigger' as the company hints at executing its largest Bitcoin purchase strategy. The move signals continued corporate interest in Bitcoin as a financial asset.
- MSTR buys 34,164 BTC for $2.54 billion
MicroStrategy has purchased 34,164 Bitcoin (BTC) for $2.54 billion, marking a significant investment in cryptocurrency. The transaction was reported by a Reddit user, indicating ongoing corporate interest in digital assets.
- Saylor teases 'bigger' BTC buy days after floating semi-monthly dividends
Michael Saylor of MicroStrategy hinted at larger Bitcoin purchases after the company disclosed a $1 billion investment in BTC. The post 'Think Even Bigger' suggests potential for increased buying activity.
- Michael Saylor's Strategy (MSTR) moves to pay STRC dividends twice per month
Michael Saylor's company MicroStrategy (MSTR) has announced a strategy to pay STRC dividends twice per month, aiming to enhance investor returns through more frequent distributions.
- Bitcoin Newcomers FAQ - Please read!
The /r/Bitcoin Newcomers FAQ provides educational resources for understanding Bitcoin, including articles, books, and videos by notable figures like Wences Casares and Andreas Antonopoulos. It highlights Bitcoin's key properties such as limited supply, decentralization, and censorship resistance.