saylor

„Selbst wenn Bitcoin auf null geht, werden wir weiterhin kaufen.“
Das ist Überzeugung am Extrem 💎
Keine Absicherung. Keine Angst. Nur langfristiger Glauben.
So werden jahrzehntelange Erzählungen aufgebaut —
nicht auf Preisbewegungen, sondern auf absoluter Überzeugung.
Die eigentliche Frage 👇
Ist dies ultimatives Vertrauen…
oder maximale Risikotoleranz? 👀
Die Geschichte wird entscheiden.
$BTC $0G $ACA
#bitcoin #Saylor #LongTermThinking #conviction #CryptoNarratives 🚀📊

🚨 DRINGENDE NACHRICHT: MICROSTRATEGY NUTZT DEN DEZEMBER-RÜCKGANG FÜR MASSIVE BITCOIN-ANNAHMEN 🚨
23. Dez 2025 | 23:51 Uhr EST | New York City, New York
MicroStrategy hat offiziell eine bedeutende Erweiterung seiner Unternehmens-Bitcoin-Bestände bestätigt und von der jüngsten Preiskorrektur Ende Dezember profitiert. 📈🐳💎
$WCT
Unter der Leitung des Executive Chairman Michael Saylor hat das Unternehmen verfügbare Barreserven und Eigenkapitalgewinne genutzt, um seine Position als weltweit größter Unternehmens-BTC-Inhaber zu stärken. 🏛️💰📊

Der digitale Vermögenswert stieg am Montagmorgen auf 90.000 $, nachdem das Unternehmen Strategy eine Aktienemission durchgeführt hatte, die 748 Millionen $ an Bareinnahmen einbrachte.

Bitcoin-Gewinne, selbst wenn Strategy’s Geldautomat Millionen verwässert
Die seltsamen Preisbewegungen von Bitcoin haben in den letzten paar Monaten weitgehend der Logik widersprochen, und die heutigen Marktbewegungen waren nicht anders. Die BTC-Treasury-Firma Strategy (Nasdaq: MSTR) kündigte eine Aktienemission von 4,535 Millionen Aktien an, die 748 Millionen $ an Einnahmen einbrachte, wodurch sich der Kriegskasse des Unternehmens auf 2,19 Milliarden $ in bar erhöhte, zusätzlich zu seinem bestehenden Bestand von 671.268 BTC, der derzeit etwa 60 Milliarden $ wert ist. Die Transaktion hat effektiv die aktuellen Aktionäre verwässert, was eine prima facie bärische Bewegung darstellt. Warum stieg dann der Preis von Bitcoin als Reaktion darauf?

🚨 SAYLOR JUST DESTROYED THE BIGGEST BITCOIN FUD

Today, Strategy announced that it has increased its USD reserve to $2.19 billion.

Here's why this is so important:

Let's first understand the debt structure of Strategy.

Any convertible debt of Strategy won't mature before September 2028.

Also, the interest rate on these debt is merely 0.42%

But there's another side of Strategy debt structure.

Strategy has launched several instruments to increase its BTC accumulation.

The holders of these instruments get paid 8%-11%, which is pretty high.

The 4 instruments Strategy has launched are STRD, STRK, STRC, and STRF.

If calculating the yearly dividend payment from these 4 instruments, it comes around $698.48 million.

The biggest fear was that if BTC continues to drop, Strategy will have to sell their holdings for dividend payments.

Saylor stopped this FUD when he announced a USD reserve of $1.44 billion.

But the market was not fully convinced.

What if BTC doesn't hit a new ATH before 2028?

Now, Strategy doesn't care.

After increasing their USD reserve to $2.19 billion, Strategy could pay the dividend for 3+ years without selling a single BTC.

And historically, BTC has made a new ATH in the halving year.

So if 4-year cycle is intact, Strategy is all good.

If a supercycle happens, Strategy will be even better.

Michael Saylor's bitcoin treasury company, Strategy, did not acquire any additional bitcoin last week, ending a two-week streak of steady accumulation. Instead, the firm added $748 million to its USD reserve, bringing the fund’s total from an initial $1.44 billion cash buffer to $2.19 billion, according to a disclosure filed with the U.S. Securities and Exchange Commission on Monday.
Established in early December as part of Strategy’s new capital structure, the USD reserve is intended to support future dividend payments and provide flexible liquidity as Saylor's DAT expands its hybrid cash-and-bitcoin treasury model. Strategy continues to hold 671,268 BTC, its largest-ever BTC balance, unchanged from the prior week.
The pause marks a brief shift in the firm’s aggressive cadence of BTC acquisitions. Over the last two weeks alone, Strategy purchased more than 21,000 BTC for roughly $1.9 billion, including last week's 10,645 bitcoin buy for about $980 million

Saylor posted the phrase “Green dots ₿eget orange dots” on Sunday, when he typically telegraphs imminent bitcoin purchases. But unlike previous weeks, the update did not precede a new accumulation filing.
The divergence suggests last week’s cash buildup was prioritized over BTC buys, though Strategy’s overarching playbook still centers on long-term acquisition. The firm has repeatedly said that bitcoin remains its primary treasury asset and capital-raising engine, with USD reserves designed to stabilize dividends and operational liquidity.
Last Monday, Strategy announced it had acquired 10,645 BTC for about $980.3 million at an average price of $92,098 per bitcoin — its second consecutive week of five-figure purchases. That pushed its treasury to 671,268 BTC, marking its largest acquisition since the summer and narrowly topping the prior week's 10,624 BTC addition.

The company also remains locked in a dispute with MSCI over a proposed rule that would exclude firms whose digital-asset holdings exceed 50% of total assets from core global equity benchmarks. Strategy has argued the framework would cause "whiplash" in index composition, pushing bitcoin-treasury companies on and off major indexes whenever BTC price volatility shifts their balance-sheet ratios.
In a 12-page submission last week, the firm said MSCI's threshold contradicts the U.S. government's broader digital-asset innovation agenda and would inject unnecessary instability into index methodologies. MSCI maintains that digital-asset treasury firms are more akin to investment vehicles than operating companies, creating classification issues for flagship equity families. A final decision is due Jan. 15 ahead of February's rebalance.
Strategy retained its place in the Nasdaq 100 on Friday despite the mounting scrutiny of its bitcoin-dominant model.
Crypto treasury pressure persists
Bitcoin Treasuries data shows that 192 public companies now hold bitcoin in some capacity, including Marathon Digital, Twenty One, BitMine, Metaplanet, Blockstream founder Adam Back's vehicle, Bitcoin Standard Treasury Company, Bullish, Riot Platforms, Coinbase, Hut 8, and CleanSpark, with holdings ranging from above 53,000 BTC to just over 13,000 BTC.
But despite an accumulation spree seen in 2025, shares of digital asset treasury firms remain under pressure. Many are well below their summer peaks, with market cap-to-net asset value ratios compressed across the cohort.
Strategy's mNAV currently sits just under parity — with its basic mNAV around 0.80 — reflecting the broader sector retracement.
Strategy’s common stock closed at $164.82 on Dec. 19 and remains deeply underwater for the year, down about 43% year to date, compared with bitcoin’s roughly 4–5% decline in 2025, according to The Block's price and stock pages.
#Saylor $BTC