strategy

According to SoSoValue data, as of 8 AM Eastern Time on November 2, 2026, the total net inflow of Bitcoin allocated by global listed companies (excluding mining companies) in the past week was $75.49 million, a decrease of 85.2% compared to the previous week.Strategy (formerly MicroStrategy) purchased 811 Bitcoins last week at a price of $80,846, spending approximately $65.5 million, bringing its total holdings to 849,327 Bitcoins. The Japanese listed company Metaplanet did not purchase any Bitcoin last week.Additionally, one company announced the purchase of Bitcoin or disclosed its holdings last week. Asset management company Strive announced on November 2 that it spent approximately $9.99 million to purchase 124 Bitcoins at a price of $80,526, bringing its total holdings to about 43,124 Bitcoins.As of the time of publication, the total number of Bitcoins held by global listed companies (excluding mining companies) is 1,168,864, an increase of 0.09% compared to two weeks ago; the current market value is approximately $91.16 billion, accounting for 5.8% of Bitcoin's circulating market value.

According to SEC filings, Strategy purchased 811 Bitcoins at an average price of approximately $80,846 from October 26 to November 1, 2026, totaling about $65.5 million, with funds coming from the MSTR stock ATM program.During the same period, Strategy sold 1,178,552 shares of MSTR through the ATM program, raising a net amount of $164 million, of which $65.5 million was used to buy Bitcoin, and $98.5 million was accounted for as cash in USD; and repurchased 2,092,035 shares of STRC preferred stock for $208.2 million.As of November 1, Strategy held a total of 849,327 Bitcoins, with a total holding cost of approximately $64.08 billion, and an average holding price of about $75,451. During this period, Strategy used $43.4 million from its USD reserves to pay preferred stock dividends, and as of November 1, the balance of USD reserves was $4.79 billion, with a cash balance of $132.7 million.Original news content: According to data from Strategy's official website, Strategy's total holdings increased from 848,517 to 849,327, adding 810 Bitcoins; the implied equity of MSTR increased by 1,178,466 shares, and the number of Bitcoins held per share decreased from 187,753 Satoshis to 187,443 Satoshis; the circulating face value of STRC preferred stock decreased by $209 million to $8.182 billion, and the annual preferred stock dividend decreased from $1.509 billion to $1.484 billion.

According to BBX data, last weekend, leading global digital asset companies and institutions listed on the US and Australian stock markets disclosed the latest developments regarding financial performance, treasury sell-offs, and executive changes. The core information is as follows:Strategy (NASDAQ: $MSTR) Q3 net profit soared to a record $19.5 billion, CFO to step down at the end of the year: Nasdaq-listed Bitcoin treasury giant Strategy reported its Q3 2026 financial results, achieving an operating profit of $20.91 billion, setting a new historical high for the company. The net profit for the third quarter reached $19.53 billion (diluted earnings per share of $44.75), compared to a net profit of only $2.79 billion in the same period last year. Its Q3 digital asset earnings contributed $20.91 billion. As of October 25, the company's balance sheet held 848,517 BTC, with a year-to-date increase of 26% (having accumulated purchases of BTC worth $14.33 billion and repurchased $2.04 billion in STRC preferred stock). Additionally, the company announced executive personnel changes, with current CFO Andrew Kang stepping down on November 5 and transitioning to an advisory role until December 31, while Executive Vice President of Operations Reza Virasteh will officially take over as CFO on January 1, 2027.Next Technology Holding authorized the complete liquidation or mortgage of approximately 5,833 BTC, cashing out nearly $450 million: Nasdaq-listed software company Next Technology Holding (NXTT) officially announced that its board of directors has authorized the phased sale or mortgage of approximately 5,833 Bitcoins (equivalent to about $449 million at current market prices). The reasons given for the liquidation include the recent "Binance attack incident, exchange security vulnerabilities, and the potential threat of quantum computing to Bitcoin's underlying cryptography," emphasizing that the company's Bitcoin is not stored within the Binance system. CEO Weihong Liu will have full discretion over the specific timing, price, and scale of the transactions. It is reported that most of the company's Bitcoin comes from a low-priced acquisition in March 2025 (when 5,000 BTC were acquired for a total consideration of $158.1 million in shares, warrants, and cash, with an average price of about $31,600), currently showing significant unrealized gains.Coinbase (NASDAQ: $COIN) Q3 adjusted EBITDA increased by 60% quarter-over-quarter, USDC balance reached a record high of $22 billion: Leading US cryptocurrency exchange Coinbase released its Q3 2026 financial report. The data shows that Q3 net profit was $719 million, adjusted net profit was $77.7 million, and adjusted EBITDA reached $332.9 million, achieving a strong quarter-over-quarter growth of 60%. On the platform product side, the average USDC balance reached $22 billion (a year-over-year increase of 49%), marking a historical high for the 14th consecutive quarter. Subscription and service revenue accounted for 49% of the company's total net revenue for the quarter, and the cumulative trading volume of tokenized stocks based on the Base network has successfully surpassed $1 billion since its launch.DigitalX disclosed its September quarterly report, continuing to sell BTC and repurchase shares: Australian-listed crypto asset management company DigitalX (ASX: DCC) released its third-quarter report. As of September 30, the company's total cash, digital assets, and investments reached AUD 60.7 million. Cash and cash equivalents increased to AUD 32.3 million, mainly due to cashing out 80 Bitcoins and other digital assets in July; its Bitcoin strategic treasury holdings are approximately AUD 26.5 million. During the quarter, the company completed an on-market buyback of 120 million shares, returning AUD 3.1 million to shareholders, and plans to seek approval for another buyback of 120 million shares at the shareholder meeting on November 26. Entering the fourth quarter, the company sold approximately 30 Bitcoins again on October 16 at an average price of about $82,000.

The founder and executive chairman of Bitcoin Treasury Company Strategy, Michael Saylor, has once again released information related to Bitcoin Tracker and wrote: "We found room for even more orange."According to previous patterns, Strategy usually discloses changes in Bitcoin holdings the day after related news is released.

On October 31, the DeFi strategy platform Troves on Starknet announced that its xWBTC/WBTC treasury was exploited that day, resulting in an initial loss of approximately 8.6 BTC. Troves stated that, according to the investigation as of the time of the announcement, the exploitation was limited to that treasury, and no impact on other Troves treasuries had been found.Troves mentioned that the exploitation involved an old rebalancing contract that retained permissions even after being replaced. The team has revoked the relevant contract permissions and proactively paused the affected and potentially exposed treasuries. The team is continuing to verify the extent of the exposure and is tracking funds with security partners to assess possible recovery options.Troves later updated that approximately 40 minutes after discovering the exploitation, the problematic old contract was revoked, and all rebalancing permissions on its LST treasury were revoked. As a precaution, the three treasuries xWBTC/WBTC, xSTRK/STRK, and xstrkBTC/strkBTC are currently in a paused state. Troves provides automated DeFi strategies on Starknet, and the team stated that a detailed post-analysis and options for affected depositors will be announced after verification.

Bitcoin Treasuries posted on platform X that Mirae Asset Financial Group, with a scale of 1 trillion USD, has increased its holdings in Bitcoin reserve company Strategy (MSTR) by 24%, bringing the total number of shares to 168,634, valued at 21.8 million USD.Mirae Asset Financial Group is the largest asset management company in South Korea, and this time it has increased its Bitcoin exposure through the Bitcoin reserve company.

According to Bitfinex analysis, Strategy shareholders voted on October 28 to approve the proposal for daily dividends on STRC preferred shares, with preliminary results showing that 99.3% of votes supported the proposal. STRC is expected to change from bi-monthly dividends to daily dividends starting November 1, with the first cash dividend to be credited on November 2; the other three preferred shares under Strategy, STRF, STRK, and STRD, are expected to follow suit in January 2027.This move by Strategy aims to reduce price volatility caused by ex-dividend dates. The company's CEO Phong Le stated that previously, when STRC paid monthly dividends, the average price dropped about 49 basis points around the ex-dividend date, which decreased to about 36 basis points after switching to bi-monthly dividends. The company expects that daily dividends will further disperse selling pressure and enhance price stability.This model is not unique to Strategy. Bitcoin treasury company Strive switched its SATA preferred shares to daily dividends in June this year and launched a subordinate preferred share SATS with a fixed annual dividend rate of 15%. In October, Strive issued 7 million shares of SATS at $90 per share, raising approximately $630 million, and used about $511 million of that to purchase 6,182 BTC.

Bitcoin Treasury Company Strategy stated in its third-quarter earnings call that it plans to finance its continued acquisition of Bitcoin through the issuance of preferred stock. Executive Chairman Michael Saylor mentioned that the company could create up to $30 billion in digital credit using its existing balance sheet, without the need for additional issuance of common stock or relying on further increases in Bitcoin prices.Strategy's Chief Executive Officer Phong Le indicated that issuing digital credit will be the primary means of acquiring Bitcoin. If the company raises between $1 billion and $2 billion monthly through preferred stock like STRC, part of the funds will go into dollar reserves, while the remainder will be used to purchase Bitcoin. This move marks a shift in the company's financing method from convertible bonds and common stock sales to preferred stock.The earnings report showed that Strategy's net profit for the third quarter was $19.53 billion, primarily driven by an increase in the value of digital assets by $20.91 billion. As of October 25, the company held 848,517 Bitcoins, representing a year-to-date increase of 26%. Saylor emphasized that the $30 billion represents a potential limit, not an announced financing target.

Bitcoin Reserve Company Strategy announced its third-quarter performance, with operating profit reaching 20.9 billion dollars driven by the rise in Bitcoin prices.The company also disclosed that as of October 25, it has spent 2.04 billion dollars to repurchase STRC, with a total preferred stock dividend of 419.6 million dollars for the quarter.

Bitcoin News posted on the X platform stating that according to the Strategy document, the company holds 848,500 bitcoins, with an average purchase price of $75,446. Bitcoin is close to $80,300, approximately 6% higher than its average purchase price, corresponding to a paper profit of about $4 billion; Strategy has spent a total of $64 billion for this.As of that week, Strategy did not purchase bitcoins but instead spent $204.9 million to repurchase STRC preferred shares. The company's document estimates that bitcoin-related earnings for the third quarter will be $20.91 billion, with the bitcoin price around $83,500 on September 30. Strategy will announce its performance after the close of the U.S. stock market that day and will hold a webinar at 5 PM Eastern Time; Coinbase will also announce its performance after the close.

Analyst Darkfost pointed out that the price of Bitcoin has risen above the cost line of Strategy 2026, but the buying operations since 2025 are still at a loss. Strategy currently holds 848,517 Bitcoins, with an overall average cost of about $75,446. Bitcoin today has reached the cost line of Strategy 2026 at $78,900.If all purchases since 2025 are considered, along with the sales near this summer's low point, the comprehensive cost is still about $90,600, and the current price is still in a state of unrealized loss. After a pause of several weeks, Strategy has resumed buying, with no new additions last week. The company's 1-year return rate is about 27.6%, and the 10-year return rate is about 60.3%.

According to Bitcoin News, the UAE company Standard Asset Company (abbreviated as SAC) has established its headquarters in Abu Dhabi and announced a $1.5 billion investment strategy in Bitcoin and real estate.The company plans to acquire income-generating real estate in the UAE while establishing a Bitcoin reserve exclusively managed by Coinbase Asset Management. This strategy aims to generate income through real estate and obtain additional returns from the managed Bitcoin holdings.

Strategy founder and chairman Michael Saylor posted that MSTR shareholders have approved the daily dividend amendment, with preliminary results showing 99.3% voting in favor. This amendment allows the four preferred stocks STRF, STRC, STRK, and STRD to accrue dividends on a daily basis.After the new regulations are implemented, every calendar day will be a dividend record date, and dividends will be paid on the next business day. The first record date and payment date for STRC are November 1 and November 2, respectively. The first record date and payment date for STRF, STRK, and STRD are January 1 and January 4 of next year, respectively.

Bitget, in collaboration with Reality and Keyring, has released a research report exploring the synergy mechanisms of tokenized stocks, perpetual contracts, and decentralized lending, and evaluating the potential returns and risks of related strategies through simulation calculations. The report points out that the application of tokenized stocks is extending from traditional stock trading to more scenarios such as collateralized lending, asset management, and systematic investment strategies.The research is based on Reality's rToken, combined with stock perpetual contract hedging and on-chain lending mechanisms, to explore stock basis yield strategies. Historical simulation data shows that from December 15, 2025, to October 19, 2026, the annualized net return of the strategy index is approximately 7% and 4% for in-sample and out-of-sample, respectively, with a gross funding cost rate premium of about 11% to 14%. The report also notes that financing costs, transaction execution fees, market liquidity, and risk management are key factors affecting the actual returns of the strategy.It is reported that Bitget and Keyring plan to jointly develop a stock basis index and build an on-chain lending market based on Reality's rToken. Among them, Reality provides exposure to tokenized stock assets, while Keyring is responsible for developing the index methodology and constructing the related lending market. The index aims to capture funding rate and basis yield opportunities by combining rToken holdings with corresponding stock perpetual contract hedging positions, providing new strategic pathways for the application of tokenized stocks in on-chain financial scenarios.

According to Bitcoin.com News, shareholders of the Bitcoin holding company Strategy will vote on October 28 to decide whether to adjust the terms of STRC, STRF, STRK, and STRD, allowing for the daily setting of dividend record dates. The proposal requires majority support from all issued common stock voting rights, with abstentions and broker non-votes counted as opposition; preferred shareholders do not have voting rights.Michael Saylor currently holds 32.9% of the total voting rights, and the proposal needs approximately 17 percentage points of support from other shareholders. If approved, STRC holders can receive daily dividends from November 1 to 30, totaling $1 per share, with an annualized rate of 12%; if not approved, daily dividends will not be implemented.Strategy will announce its third-quarter performance on October 29. As of October 25, the company holds 848,517 bitcoins and $5.1 billion in assets.

Michael Saylor posted on the X platform that Strategy has repurchased 205 million dollars of STRC.As of October 25, 2026, Strategy holds 848,500 BTC and 5.1 billion dollars in assets.