strategy

Strategy founder Michael Saylor stated that his previous viewpoint of "Never Sell Your Bitcoin" was to share ideas with other holders as a personal investor.Saylor mentioned that he has never sold any Bitcoin, "not even one satoshi." He emphasized that Strategy is a publicly traded company, not a personal wallet, and has been publicly disclosing since 2020 that it may manage capital through buying or selling BTC.Saylor stated that Strategy's long-term belief in Bitcoin has not changed among investors, and the company's related operations are part of its corporate financial strategy, while his personal holding philosophy remains unchanged.Previously, the market was concerned about whether Strategy would adjust its Bitcoin holding strategy. Saylor's statement this time aims to distinguish personal holding behavior from the asset management decisions of a publicly traded company.

According to SoSoValue data, as of 8:00 AM Eastern Time on August 3, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $1.16 billion, an increase of 7,186.43% compared to last week.Strategy generated approximately $105 million on August 3 by selling 1,638 Bitcoins at a price of $63,957, reducing its holdings to 842,138 Bitcoins, and spent $81.2 million to repurchase 912,143 shares of STRC preferred stock.The Japanese listed company Metaplanet did not purchase Bitcoin last week, marking three consecutive weeks without purchases.In addition, five other companies purchased Bitcoin last week. Ethereum asset company Bitmine announced on July 27 that it purchased 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 208 Bitcoins; asset management company Strive announced on August 3 that it spent $1.26 million to purchase 20 Bitcoins at a price of $63,191, bringing its total holdings to approximately 20,020 Bitcoins; Brazilian Bitcoin company OrangeBTC announced on August 3 that it spent $1.9933 million to purchase 30 Bitcoins at a price of $66,443, bringing its total holdings to 3,948 Bitcoins; UK Bitcoin company The Smarter Web Company announced on August 3 that it invested $750,000 to purchase 11.89 Bitcoins at a price of $63,328, bringing its total holdings to 2,712 Bitcoins; French Bitcoin company Capital B announced on August 3 that it purchased 1 Bitcoin at a price of $64,601.90, bringing its total holdings to 3,140 Bitcoins.As of the time of publication, the total amount of Bitcoin held by global listed companies (excluding mining companies) is 1,138,643 Bitcoins, a decrease of 0.07% compared to last week, with a current market value of approximately $71.42 billion, accounting for 5.7% of Bitcoin's circulating market value.

Asset management giant BlackRock has announced the launch of two tokenized money market products, further expanding its blockchain-based cash management business, including the BlackRock Select Treasury Based Liquidity Fund (BSTBL) and the BlackRock Daily Reinvestment Stablecoin Reserve Vehicle (BRSRV).BlackRock stated that the new products will combine the liquidity and stability of traditional money market funds with blockchain infrastructure, providing institutional investors with more flexible cash management tools between traditional finance and digital asset markets.Among them: BSTBL will launch tokenized shares based on Ethereum on the existing money market fund. These on-chain shares can be transferred between approved wallets in compliance with regulatory requirements. BNY Mellon will serve as the transfer agent and tokenization service provider for BSTBL. BRSRV is a new type of tokenized money fund designed for digitally native institutional investors, supporting daily dividend reinvestment and multi-blockchain access, applicable to various digital asset scenarios including stablecoin reserve management. Securitize will act as the transfer agent and tokenization service provider for this fund.Both products invest in cash, short-term U.S. Treasury securities, and overnight repurchase agreements backed by U.S. Treasury securities, aiming to generate returns while maintaining principal stability and liquidity. As of now, the cash strategy assets managed by BlackRock's cash management group are close to $1.1 trillion, covering a variety of investors including corporations, banks, foundations, insurance companies, and public institutions. The launch of tokenized money funds is seen as an important step for traditional asset management institutions to further engage in RWA (real-world asset tokenization) and on-chain financial infrastructure.

According to the 8-K document submitted by Strategy to the SEC, the company sold 1,638 bitcoins at an average price of approximately $63,957 from July 27 to August 2, 2026, totaling about $104.7 million, of which approximately $52.4 million was used to pay preferred stock dividends and about $52.3 million was used to repurchase STRC preferred stock.As of August 2, Strategy held a total of 842,138 bitcoins, with a total holding cost of approximately $63.51 billion and an average price of about $75,419.During the same period, the company sold 3,011,400 shares of MSTR common stock through the ATM program, raising approximately $290.6 million, of which $250 million was used to replenish dollar reserves, $28.9 million was used to repurchase STRC preferred stock, and $11.7 million was added to cash balance.In addition, the company repurchased 912,143 shares of STRC preferred stock for $81.2 million, with a remaining quota of approximately $893.8 million for the preferred stock repurchase plan. As of August 2, the company's dollar reserve balance was $4 billion, an increase of approximately $25 million from the previous week.

According to market news, Strategy disclosed that it sold 1,637 bitcoins last week, worth $102 million.

According to CoinDesk, Strategy founder Michael Saylor announced that the company has launched the Bitcoin 200-week moving average (200W MA) and its premium/discount tracking feature on its official website.Saylor stated that since the 200W MA data became available, Bitcoin has traded above that line 92% of the time, and the current price is almost exactly near that line.

According to monitoring by Lookonchain, a wallet suspected to be related to Strategy (3B6...Kz3B) transferred 299.84 BTC, worth 18.91 million USD, 9 hours ago.The last transfer of BTC from this wallet was between July 1 and July 5, during which Strategy sold 3,588 BTC, worth 216 million USD.

Michael Saylor, the founder and executive chairman of Bitcoin Strategy Company, has once again released information related to Bitcoin Tracker, with the caption "Bitcoin Drive engaged."According to previous patterns, Strategy typically discloses changes in Bitcoin holdings the day after relevant news is released.

Michael Saylor, the founder and executive chairman of Bitcoin Treasury Company Strategy, has once again released information related to Bitcoin Tracker. According to previous patterns, Strategy usually discloses changes in Bitcoin holdings the day after relevant news is released.

Bitcoin News posted on platform X that Strategy (MSTR) stated it may sell up to $5 billion in Bitcoin under its current capital plan. This amount is four times higher than what it initially planned to sell under the new capital management plan.CEO Phong Le stated that the potential proceeds from the sale could be used to increase its $1.25 billion reserve, support its annual dividend and interest obligations of approximately $1.76 billion, and fund up to $2 billion in stock buybacks. Michael Saylor mentioned that $5 billion is the upper limit based on the current plan, but the total amount could ultimately be higher.

According to The Block, Strategy Executive Chairman Michael Saylor stated during the company's second-quarter earnings call that while the company has historically allocated "100% of its funds to Bitcoin," it may adopt a strategy of holding both cash and BTC in the future. He mentioned, "Perhaps the best way to buy the most Bitcoin is not to buy the most Bitcoin immediately."TD Cowen and Benchmark both maintained a buy rating on the stock following Strategy's second-quarter earnings call. Both institutions believe that the current management's core objective has shifted to bringing the price of its STRC preferred shares back to par value, thereby restoring its ability as a financing tool.TD Cowen analyst Lance Vitanza stated that the most important message from the call was management's high regard for STRC. Company executives repeatedly emphasized that returning STRC to par value is a core goal and mentioned that despite recent price deviations of the security, institutional adoption is still increasing.Benchmark analyst Mark Palmer shared a similar view. He pointed out that Saylor and his team spent most of the 90-minute call focused on the same goal: restoring STRC to the $99 to $100 range, making it a primary engine for the company to raise funds to purchase Bitcoin.

Strategy tweeted support for the CLARITY Act, believing that establishing a clear and long-term stable market regulatory framework will help promote the development of the digital asset industry and encourage broader institutional adoption in the United States.

Strategy (formerly MicroStrategy) announced its Q2 2026 financial report, showing a net loss of $8.22 billion, a significant turnaround from a net profit of $10.02 billion last year, primarily due to an unrealized loss of $8.32 billion caused by a more than 40% year-on-year drop in Bitcoin prices. Q2 revenue was $122.4 million, a year-on-year increase of 6.9%, with a gross margin of 66.6%. As of July 26, the company held 843,775 Bitcoins, with a quarterly increase of 11%, achieving a BTC yield of 4.5% year-to-date, and a BTC gain of approximately 29,997 Bitcoins, with a book market value of about $54.77 billion and an average holding cost of about $75,476 per Bitcoin.The company stated that it reduced the scale of convertible bonds by 18% to $6.7 billion, and increased its dollar reserves by 12% to $2.4 billion, with total reserves currently around $3.75 billion, sufficient to cover preferred stock dividends and interest expenses for approximately 2.1 years. This year, the company has sold about $218.4 million in Bitcoin for preferred stock dividend payments and has repurchased 288,930 shares of STRC preferred stock (approximately $28.9 million face value) at a discount of about 13.47%. The company has paid dividends for 18 consecutive months without default. CEO Phong Le stated that if STRC falls below $100, they will "continue to buy back in a disciplined manner."

Bitcoin News posted on the X platform that Strategy raised $17.06 billion through its capital plan in 2026, of which $7.53 billion comes from STRC, increasing its holdings to 843,800 BTC. The company established a $3.75 billion USD Reserve, sufficient to cover over 2.1 years of preferred stock dividends and interest payments.Strategy repurchased $1.5 billion of convertible notes at an 8% discount and repurchased STRC below par, while selling $218 million in Bitcoin to help pay preferred stock dividends. Future Bitcoin sales may also be used to replenish reserves and fund stock buybacks. The report also introduced two new metrics. The BTC Hurdle ARR is currently 10.8%, representing Strategy's effective credit cost. CFO Andrew Kang stated that when Bitcoin's annual return exceeds this threshold, the net Bitcoin growth per share will outpace Bitcoin itself.The document outlines the financial system that Strategy is building around its Bitcoin treasury. The USD Reserve, Bitcoin Monetization Program, Digital Credit framework, debt repurchase, and new KPIs all belong to the same structure. The company is creating a model to raise capital, manage liabilities, pay investors, and measure performance from the perspective of Bitcoin per share.

MEXC Chief Strategy Officer Cecilia Hsueh posted on X that July 30 is her last day at MEXC. She stated that this does not mean leaving the crypto industry; the simple narratives have ended, and many no longer believe in crypto, which instead signifies that speculators are exiting, and some larger opportunities are forming. Blockchain is more meaningful than ever in solving real problems. She mentioned that she will return to an entrepreneurial mode next.According to RootData, Cecilia Hsueh previously served as CEO of Phemex and co-founder and CEO of Morph, and will take on the role of Chief Strategy Officer at MEXC in June 2025.

According to Jinshi reports, Microsoft plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic in a way that better meets their needs.

The second largest institutional real estate asset management company in Europe, Swiss Life Asset Managers, disclosed that its holdings of MicroStrategy shares increased by 38%, currently holding a total of 37,889 shares, valued at 3.55 million dollars.

According to Bitcoin.com, Michael Saylor, Executive Chairman of Strategy Inc. (NASDAQ: MSTR), stated that since the company established Bitcoin as its primary reserve asset in August 2020, MSTR's annualized return has reached 42%, surpassing Bitcoin itself, the "Magnificent Seven" tech stocks, and the S&P 500 index. As of today, Strategy holds 843,775 BTC, with a total purchase cost of approximately $63.69 billion, an average price of about $75,476 per coin, and currently has an unrealized loss of about 17.9% (approximately $11.4 billion) compared to the cost price.To address the increasingly complex capital structure, Strategy launched three new metrics on July 24: Net BTC Per Share, BTC Hurdle ARR (the minimum annualized return required to cover financing costs), and BTC Floor ARR (the minimum annualized return required to maintain leverage sustainability), to help investors more clearly assess the actual value of their Bitcoin holdings. In addition, the company plans to support preferred stock buybacks by selling a portion of its Bitcoin in the future.