#StrategyBuildsCash
About StrategyBuildsCash
From Aug 17-23, Strategy sold 18.26M MSTR shares for $2.007B net but made no BTC trades, keeping 840,447 BTC. It repurchased some STRC, raised its USD Reserve to $5.1B and created $1.59B of USD Cash. The reserve covers preferred dividends and debt interest; the cash can buy BTC, repurchase securities or repay debt. More liquidity lowers forced-sale risk but dilutes shareholders. Whether cash goes to BTC or buybacks will shape Strategy's structural BTC buying and MSTR's NAV premium.
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Efter att strategin har återbetalat sig, börjar jag återigen samla på mig amerikanska dollar i kontanter
Förra veckan steg Bitcoin med 13 %, och under fem handelsdagar gick priset tillbaka över 70 000 dollar, vilket var första gången sedan juni. På måndagen den här veckan låg priset redan över 78 000.
Världens största företagsköpare av Bitcoin, Strategy, köpte inte en enda mynt under den här veckan.
Istället gjorde de något annat, nämligen sålde 18,26 miljoner av sina egna stamaktier och samlade in cirka 2 miljarder dollar, som de sedan konverterade till dollar. Per den 23 augusti hade företage
$BTC — Strategy’s approach looks very different now.
Instead of relying purely on aggressive leverage, the company has built a sizeable cash buffer while maintaining a large Bitcoin position.
That gives Strategy more flexibility if BTC pulls back—and more firepower if another accumulation window appears.
The bigger question isn’t whether they will buy again.
It’s when.
#BTC80KHoldOrFold
🚨 Two crypto giants. Two completely different ways to prepare for the next move.
BitMine just added 32,447 $ETH in one week, taking its stash to a massive 5.85M ETH.
Meanwhile, Strategy bought zero new Bitcoin — but quietly built a $1.59B cash war chest for future purchases.
? Still sitting at 840,447 $BTC.
One is accumulating now.
The other is loading the cannon.
Either way, these balance sheets are getting BIGGER — and the next round of buying could get very interesting.
#DailyOrbit
BREAKING: Strategy's preferred stock $STRC is now up 36% from its $71 bottom and just 2.65% away from its $100 peg.
But Strategy hasn't bought a single Bitcoin since June 22, over 9 weeks now, its longest pause in years.
Instead of buying BTC, the company raised $2 billion last week alone by selling MSTR shares, using it to repurchase STRC shares, build up its dividend reserve, and launch a new $1.59 billion cash pool.
Strategy's total cash across both reserves now stands at $6.69 billion.
2026Saylor just broke the pattern. 👀
During the biggest Bitcoin move since election week 2024, Michael Saylor bought zero BTC.
That’s unusual.
The last two times BTC had a +20% weekly move, Saylor bought 12K BTC and then 79K BTC into those rallies.
And here’s the bigger picture:
Since July 2024, every major BTC move ended higher 3 months later, with an average gain of around +30%.
So if history is rhyming…
this might not be the top. It might be the setup.
Higher. 📈
#DailyOrbit
I think today's Strategy announcements were one of the most bullish in recent times for the market.
They made no contribution to last week's price action
They further increased their cash reserves to $5b to accomodate convertible debt and preferred stock repurchase/ dividends (by selling MSTR ofcourse).
#BTC80KHoldOrFold #IranSanctionsOilFalls #StrategyBuildsCash
🔥JUST IN: Billionaire Grant Cardone reportedly bought another $27 million of Bitcoin.
That brings his reported $BTC purchases above $200 MILLION as leverage gets flushed from the market.#BTCETFInflowsSurge #ETHTests2500 #NvidiaServerPriceHike
$BTC , $ETH AND THE MACRO PICTURE ARE SHIFTING
$BTC holds $77K–$79K, while $ETH approaches $2.5K as ETF demand strengthens. Bitcoin ETFs recorded roughly $1.61B in weekly net inflows, reinforcing institutional interest.
The SEC is advancing a crypto framework, while the Fed maintains rates at 3.5%–3.75%.
Geopolitical risks around the Strait of Hormuz remain important for oil, inflation and rate expectations. $BTC and $ETH are driven by ETF flows, liquidity, monetary policy and macro risk.
Saylor may be loading the next $1.6B Bitcoin cannon. 👀
Strategy sold BTC near $64K while everyone was panicking. Now BTC is knocking on $80K.
At first glance, that looked like a terrible call.
But the bigger picture tells a different story.
STRC dropped below $100, making it harder for Strategy to efficiently raise capital through its preferred stock. So instead of aggressively buying BTC, the company shifted gears: sell MSTR, raise cash, support preferred dividends, buy back.
#DailyOrbit
