Innlegg

.@MicroStrategy may be getting ready to return to the BTC buying spree. CEO Phong Le says the company expects to resume $BTC purchases before the end of 2026, following a period of tactical selling to strengthen its balance sheet. Zooming out, the “MicroStrategy is selling” narrative looks misleading. They’ve acquired roughly 175,000 $BTC this year while selling only around 7,000. That still leaves them as a massive net buyer. The recent sales appear to be more about managing the capital structure than losing conviction in Bitcoin. #CPIToResetFedBets #AIInfraEarningsWatch #Gold4400HavenBid