成件事睇落去,Strategy 唔係資金鏈斷裂,而係經歷咗一個好難頂嘅 Q2 之後,選擇先「防守」再「進攻」——停買 Bitcoin、賣股票籌現金、做一個緩衝區。佢哋手上仲有 235.3 億美元嘅股票可以繼續 sell (under ATM program),而且 Saylor 已經放咗暗示,最快今個星期一(7 月 28 號)就會有 8-K 文件公佈新嘅 Bitcoin 買入。
暫時嚟講,Bitcoin 班信徒可以放心,MSTR 條船未有問題,只係揸慢咗啲啫。
WSJ — Strategy Logs $8.32B Q2 Loss, Sells Bitcoin (2026-07-06)
CoinDesk — Strategy sells 3,588 BTC for $216M (2026-07-06)
The Block — Saylor teases "another color" after four weeks without buys (2026-07-26)
CoinDesk — Strategy raises cash reserves to $3.225B (2026-07-20)
DiarioBitcoin — Saylor message, $3.225B reserve, $23.53B remaining ATM capacity (2026-07-26)
Benzinga — Strategy raised $730M, bought no Bitcoin in two weeks (2026-07-20)
Gate Blog — Strategy holds 843,775 BTC at $75,476 avg, ~$10B unrealized loss (2026-07-14)
Cryptonews.net — Strategy skips fourth straight week of Bitcoin buying (2026-07-27)
Investing.com — Strategy sells MSTR shares, buys 520 BTC (2026-06-22)
Cryptonomist — Strategy Bitcoin Treasury raises $263.5M, cash reserve to $3.225B (2026-07-20)
Yahoo Finance — MSTR builds dollar reserve: restricted to preferred dividends and debt (2026-07-24)
CoinDesk — BTC price $64,610.26 (2026-07-20)
LinkedIn (Anton Golub) — 7.55M shares, $730M raised, no BTC bought (2026-07-21)