strategy

According to Bitcoin Magazine, the Bitcoin fintech company Castle announced that it will open its automated Bitcoin financial stack to individual users and launch a pioneering feature in this category: users can choose to receive dividend income in cash or Bitcoin at any ratio.Castle's revenue comes from the perpetual preferred stock STRC issued by Strategy, which was incorporated into the platform earlier this year and currently pays an annualized dividend of 12% on a semi-monthly basis. Users can receive 100% of the dividends in cash, convert 100% to Bitcoin, or choose any ratio between the two. According to the company, most users opt for a compromise solution, using cash to cover daily expenses while automatically reinvesting the remaining portion into Bitcoin with each dividend payout.Castle co-founder and CTO João Almeida stated that investors have long faced a dilemma of choosing between stable income and holding Bitcoin. Castle allows users to achieve both cash flow and long-term upside by automatically converting a portion of the dividends into Bitcoin. Previously, Castle only catered to business clients such as restaurants, gyms, accounting firms, and e-commerce; the opening of personal accounts was due to repeated requests from business owners. Castle was co-founded by Almeida and CEO Stephen Cole and has received investments from Boost VC and Winklevoss Capital.

According to SoSoValue data, as of 8 AM Eastern Time on September 8, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $267 million, a decrease of 48% compared to last week. Strategy (formerly MicroStrategy) did not purchase Bitcoin last week. The Japanese listed company Metaplanet also did not purchase Bitcoin last week, marking eight consecutive weeks without purchases.In addition, another eight companies announced Bitcoin purchases or holdings last week. The Japanese energy investment company Remixpoint announced that as of September 4, 2026, it held a total of 1,506.23390097 Bitcoins, with a cumulative total expenditure of $1.1184 million, an increase of 2.48356398 Bitcoins compared to last week;The entertainment technology company Boyaa Interactive announced that from June 24, 2026, to September 4, 2026, it invested $14.3 million to increase its holdings by 205 Bitcoins at a price of $69,756.097561, bringing its total holdings to 4,316;The UK Bitcoin company The Smarter Web Company announced on September 2 that it invested $2.72 million to purchase 35 Bitcoins at a price of $77,708, bringing its total holdings to 2,747;The Bitcoin asset company Bitcoin Treasury Corporation announced on September 4 that it held approximately 737.71 Bitcoins, without disclosing the specific total purchase amount or average cost of Bitcoin;The UK Bitcoin asset company BHODL announced on September 3 that it spent approximately $77,772.17 last week to purchase 1 Bitcoin, bringing its total holdings to approximately 167.487;The Ethereum asset company Bitmine announced after 8 AM Eastern Time on August 31 that it purchased 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 211;The French Bitcoin company Capital B announced on September 7 that it purchased 376 Bitcoins at a price of $67,182, bringing its total holdings to 3,521;The asset management company Strive announced on September 8 that it spent approximately $109 million last week to purchase 1,375 Bitcoins at a price of $79,281, bringing its total holdings to approximately 24,531.In terms of financing, Capital B announced that it has raised €7.6 million (approximately $8.83 million) from investors and institutions, including Adam Back, for the purpose of purchasing Bitcoin. BHODL confirmed that it has completed ATM 2 (the second phase of the market price issuance plan), having sold 600,000 shares of common stock at an average price of 8.06 pence per share, raising a total of £48,275 ($65,253.32) for the purchase of Bitcoin, and is preparing to launch ATM 3 (the third phase of the market price issuance plan).As of the time of publication, the total amount of Bitcoin held by global listed companies (excluding mining companies) in the statistics is 1,119,973, a decrease of 2.38% compared to last week, with a current market value of approximately $87.77 billion, accounting for 5.6% of the circulating market value of Bitcoin.

According to on-chain analyst Yu Jin's monitoring, last week Strategy did not increase or decrease its holdings of BTC, currently holding 845,050 BTC, valued at approximately 6.6125 billion USD, with an average cost of 75,412 USD, resulting in an unrealized profit of approximately 2.398 billion USD.The Ethereum treasury company Bitmine continued to increase its holdings by 28,086 ETH last week, valued at approximately 6.885 million USD, with an average purchase price of about 2,451 USD. Currently, Bitmine holds a total of 5,929,198 ETH, valued at approximately 14.651 billion USD, with an average cost of 3,347 USD, resulting in an unrealized loss of approximately 5.194 billion USD.

According to official news, Strategy did not increase its Bitcoin holdings last week. Strategy has repurchased $176 million of STRC and has increased the scale of its digital credit securities repurchase program from $1 billion to $2 billion.As of September 7, 2026, Strategy holds 845,050 BTC and approximately $6.5 billion in dollar assets.

According to Strategy's latest 8-K filing, Strategy has raised approximately $20.9 billion this year through the issuance of common and preferred stock, ranking fourth in the scale of stock issuance in the United States, only behind SpaceX, Alphabet, and Intel.Recently, Strategy obtained a net gain of $602.8 million by selling MSTR common stock, of which $369.7 million was used to purchase 4,603 BTC, with an average purchase price of approximately $80,318. As of August 30, the company's total holdings of BTC increased to 845,050, with a cumulative purchase cost of approximately $63.73 billion and an average cost of approximately $75,412.In addition, MSCI's consultation regarding financial reserves for digital asset companies will conclude on September 30, and the market is paying attention to whether there will be adjustments to the inclusion criteria for related indices thereafter.

DeFi researcher Ignas stated that Robinhood previously set a record of over $6 million in daily transaction fees, with about 10% flowing to Arbitrum, while the revenue ultimately distributed to Ethereum L1 was "pitifully small."Ignas believes that this model may not be entirely unacceptable. Just as Uber initially used subsidies to achieve growth, Ethereum might attract traditional financial businesses into its ecosystem through L2 and gradually increase "rent" after a high conversion cost is established in the ecosystem. However, if Ethereum developers can formulate a clear strategy to first attract more L2 and then monetize once the conversion costs are sufficiently high, this could actually become a favorable long-term business model for L1. Yet, there is currently no clear strategy seen in Ethereum's roadmap, and he questioned, "Am I misunderstanding?"

Bitcoin News posted on platform X that the Japanese energy and technology company Remixpoint sold all of its holdings in ETH, SOL, XRP, and DOGE on September 1, 2026, with a transaction amount of approximately 5.6 million USD, resulting in a total profit of about 757,000 USD.Remixpoint currently holds approximately 1,506 BTC and has shifted its digital asset reserve strategy to only hold Bitcoin. The company also earned about 14.92 BTC in revenue through Bitcoin lending, and the proceeds from selling altcoins may be used to expand its energy business.

Gate Research Institute released the August 2026 cryptocurrency and TradFi quantitative report. BTC and ETH rose approximately 25.1% and 32.6% respectively during the month. Gate contract data shows that the open interest amount for BTC increased from about $4.02 billion to $4.38 billion, while ETH rose from about $2.46 billion to $2.75 billion, with increases of approximately 9% and 12.1% respectively.The funding rates for both remained moderately positive most of the time, with long positions dominating the number of accounts, but the active trading long-short ratio was below 1. The TradFi market also rose in sync, with NAS100 increasing about 4.2% during the month, outperforming US500 and US30, while large tech stocks showed a divergence in trends.The report compared four models: moving average trends, trend momentum, Donchian breakout, and RSI mean reversion. Backtesting results showed that the 100-day moving average and 20-day price momentum strategies achieved positive cumulative returns on BTC, ETH, US500, and NAS100, with a median Sharpe ratio of 0.64 and a median maximum drawdown of 8.71%. The report includes Gate TradFi's US500 and NAS100 in cross-asset observations and evaluates market heat by combining Gate contract long-short ratios, funding rates, and open interest data. The execution over the next one to three months will focus on trend confirmation, volatility rebalancing, leverage limits, and cooling off abnormal liquidations.

According to Cointelegraph, Strategy has raised $20.9 billion this year through stock issuance to support its Bitcoin accumulation strategy, becoming the fourth largest stock issuer in the United States this year.

According to monitoring by BitcoinTreasuries.NET, investment bank Alliance Global Partners, which manages $2.3 billion in assets, has given Strategy (stock code: MSTR) a buy rating for the first time, with a target price of $217. This indicates a 75% upside potential.

According to The Block, Strategy ($MSTR) CEO Phong Le stated that the previous sale of approximately 7,000 BTC at a price of $60,000 to $65,000 was the "right trade" made to raise preferred stock dividends.Subsequently, Strategy repurchased 4,603 BTC at an average price of $80,318, totaling $369.7 million.

Strategy CEO Phong Le stated in an interview that Strategy does not make decisions based on the specific price of Bitcoin. Over the past two months, Strategy has not purchased Bitcoin but has strengthened its balance sheet. Currently, Strategy's total assets amount to $72 billion, which includes $65 billion in Bitcoin and $7 billion in cash reserves, with cash reserves increasing by 34% over the past two months.Meanwhile, Strategy has reduced its net liabilities from approximately $7 billion to zero. Phong Le mentioned that by strengthening the balance sheet, Strategy has enhanced its equity value, making the sale of MSTR and the purchase of Bitcoin more profitable. Previously, Strategy increased its Bitcoin holdings again last week after a two-month interval.

TD Cowen analyst Lance Vitanza set the Bitcoin price target for the end of 2026 at $97,500, indicating about a 25% upside from the recent price level of around $78,000. Meanwhile, TD Cowen has lowered its previous benchmark forecast of about $140,000 for the end of 2026 to around $100,000, significantly reducing its previously more optimistic long-term expectations. Vitanza stated that this downgrade is mainly due to the recent weakness in Bitcoin prices, rather than a deterioration in company-level or market structure.Currently, BTC's recent trading range is approximately $58,400 to $78,000, with a maximum drawdown of over 50% from the previous high of over $126,000, and a monthly drawdown that once exceeded 20%. A clearer regulatory environment and inclusion in broader indices are still viewed by TD Cowen as potential catalysts for market recovery. For Strategy, TD Cowen has lowered its target price from $400 to $260 but maintains a "Buy" rating. This adjustment mainly follows the downward revision of Bitcoin price forecasts, rather than a change in the view of Strategy's operational performance or capital structure. Additionally, TD Cowen has initiated coverage on Strive, expecting the company to hold over 27,100 BTC by the end of 2026, and has given it a target price of $32, indicating about a 33% upside.

The SEMICON Taiwan 2026 Memory Summit took place on the 1st, where Nikhil Cherian, Senior Director of Supply Chain Infrastructure at Google Cloud under Alphabet, pointed out that with the popularity of multimodal and mixed expert architectures, AI computation has shifted from being power-limited to memory-limited, with high-performance memory accounting for over 75% of the cost of AI server hardware bill of materials. In the face of capacity, bandwidth, and power consumption bottlenecks, Google is breaking through the AI memory bottleneck through a dual-track strategy of hardware offloading for inference and training, and lossless quantization software algorithms.Google adopts an offloading strategy in hardware architecture, launching TPU 8i for low-latency inference and TPU 8t specialized for large-scale training. The TPU 8i is equipped with 288 GB of high-bandwidth memory, with SRAM capacity on the chip increased threefold to 384 MiB, placing dynamic conversation states and key-value caches on the chip itself to achieve zero chip-off latency. The TPU 8t forms a super-large computing cluster with 9600 chips, achieving a shared pool of HBM at a scale of 2 PB, eliminating chip-off data transfer bottlenecks, along with TPU Direct Storage technology.Google has developed the training-free TurboQuant lossless quantization algorithm, compressing the key-value cache of large models from 32 bits to 3 bits, reducing memory usage by six times without loss of accuracy, resulting in an eightfold acceleration in attention computation, and integrating old-generation DRAM technology to extend the lifecycle of components.

Bitfinex Securities is a tokenized investment platform under the cryptocurrency exchange Bitfinex, which has launched 5 types of tokenized notes, providing economic exposure to Bitcoin reserve companies such as Strategy, Metaplanet, H100 Group, and Capital B for eligible investors. The platform has also launched the Strategy floating rate perpetual preferred stock STRC.The aforementioned notes are issued through the Luxembourg ORO (II) Fund, managed by SICOS Securities, with the underlying securities held in custody by regulated financial institutions, but do not grant investors direct ownership of shares in the corresponding companies. Products can be invested in fractions starting from about $1 and support trading in USD, USDT, and Bitcoin, available only to eligible non-U.S. investors. Bitfinex Securities stated that this is the first time related products have been traded in the secondary market on a regulated tokenized securities exchange. After completing a $50 million tokenized financing for the metal company Alkemya in August this year, the platform has listed assets exceeding $500 million.

Bitcoin holding company Strategy has spent a total of $635.2 million to repurchase its STRC perpetual preferred shares, with the latest transaction amounting to $151.8 million at an average price of $97.48. Despite the ongoing expansion of the repurchase scale, STRC is currently priced at $97.34, below its par value of $100. The company's previously launched $1 billion repurchase authorization has pushed STRC from a low of about $71 to around $97.Part of the pressure on STRC comes from competition with Strive's ASST perpetual preferred shares. ASST offers a 13% annual dividend paid daily, while STRC has a dividend yield of 12%, paid bi-monthly. ASST has maintained a price close to its par value of $100 for over a week, allowing Strive to issue additional shares through at-the-market (ATM) offerings, with the proceeds used to purchase 1,800 bitcoins over the past week.The performance of the common stocks of both companies has also diverged, with ASST rising 60% this year, while MSTR has fallen 15%. Additionally, Strategy purchased bitcoin for the first time in two months, buying 4,603 bitcoins last week at an average price of about $80,000, increasing its total holdings to 845,050 bitcoins (approximately $65.9 billion).

Greeks.live researcher Adam stated: "I see some people discussing the Strategy to restart buying coins. This short-term stimulus does not affect the long-term trend, and the Strategy is also a big trap. BTC now has no possibility of market manipulation, and no one can predict the trend. It can only be said that after the Strategy has floating profits, there is more room to buy coins. Looking at the long term, the overall ETF is still flowing out, and it is very difficult to stabilize at $80,000, with significant selling pressure.On the macro front, whether it is the Federal Reserve's hawkish remarks or the escalation of the US-Iran conflict, both are challenging the already fragile investors. The short-term volatility is decreasing rapidly, and it is difficult to support a bull market with just one bullish candle. I hope that after a slight correction, it can reach above $85,000; otherwise, arbitrageurs and sellers will create significant selling pressure. The Gex at the end of the month is gathering, and we need to maintain this momentum."

Bitget GetAgent Playbook officially launches the intelligent grid strategy. After users select the trading type, strategy style, and investment amount, the AI system automatically generates grid intervals, grid quantities, leverage, and take profit/stop loss parameters based on real-time market conditions.Unlike traditional single-coin grids, the intelligent grid can automatically rotate between multiple assets according to market conditions, reassessing the market every 4 hours and dynamically adjusting strategies, with risk checks executed every 15 minutes; if there are no suitable targets, the system will remain in cash.The GetAgent Playbook was launched in June this year. Bitget has covered AI-driven market analysis, strategy building, trade execution, and risk management through products like GetAgent, GetClaw, and Agent Hub. Data shows that over 1 million users have used AI trading through GetAgent and GetClaw, with a cumulative trading volume exceeding 1.2 billion dollars.

According to BBX data, last week, publicly listed companies in the U.S. disclosed their latest real accounts regarding digital asset treasury allocation and leverage increases, with the core dynamics as follows:Strategy (NASDAQ: $MSTR) invested $369.7 million to increase its holdings by 4,603 BTC: According to the latest 8-K filing submitted by Strategy, the company purchased 4,603 bitcoins between August 24 and 30, 2026, at an average price of approximately $80,318. The funds for this purchase came from its stock ATM program (during the same period, 4.5314 million shares of MSTR common stock were sold, raising approximately $602.8 million). Of the raised funds, $151.8 million was used to repurchase 1.5572 million shares of STRC preferred stock, and $50.7 million was used for dividend payments. As of August 30, Strategy's cumulative holdings reached 845,050 BTC (total cost approximately $63.73 billion, average price approximately $75,412).Strive increased its holdings by 1,800 bitcoins, with total holdings surpassing 23,000: According to the 8-K filing submitted by Strive to the SEC, the company purchased 1,800 bitcoins between August 24 and 28 at an average price of approximately $79,431. As of August 28, Strive's total bitcoin holdings increased to 23,156 BTC. In addition, its balance sheet also holds 505,000 shares of Strategy STRC preferred stock (fair value approximately $49.15 million) and about $183.5 million in cash.BitMine has increased its holdings for 65 consecutive weeks, with Ethereum holdings soaring to 5.9 million: Nasdaq-listed company BitMine disclosed that it increased its holdings by another 53,501 Ethereum last week, achieving a remarkable 65 consecutive weeks of increases. As of August 30, its total Ethereum holdings reached 5,901,112 ETH (approximately 4.9% of the total supply on the network). Currently, the total value of the company's crypto assets and various investments is as high as $15.6 billion, with the number of staked Ethereum remaining at 5,067,309 (accounting for 86% of total holdings), corresponding to a value of approximately $12.7 billion, and the current annualized staking yield is approximately $335 million.