A Strategy Inc. (formerly known as MicroStrategy) made another decisive move on this Monday (8) to consolidate its position as the world's largest corporate treasury of Bitcoin. Taking advantage of the recent correction in the cryptocurrency's price, the company announced the acquisition of an additional volume of 10,624 bitcoins, totaling an investment of approximately US$ 962.7 million.
Operation Highlights:
Acceleration of Purchases: The transaction marks a significant change in pace. The volume acquired just this week equals the total accumulated by the company since mid-September, signaling a renewed conviction from management in the recovery of the asset.
Average Price: The purchase was executed at an average price of approximately $90,615 per Bitcoin, raising the company's total holdings to an impressive 660,624 BTC.
Financing: To enable the operation without depleting its operational cash, Strategy used resources raised through the sale of equity, maintaining its smart leverage tactic.
Analysis: The "New" Model of Strategy and the Liquidity Reserve
This week's movement goes beyond a simple buy the dip; it reflects the structural evolution of the company after its official renaming to Strategy Inc. in August 2025. The market was apprehensive with rumors that the company might be forced to sell its digital assets to honor debts, which had pressured the stock price (MSTR) down, trading at a discount to the value of the Bitcoins it holds (NAV).
To combat this narrative and calm investors, the company introduced two crucial innovations mentioned by analysts:
Creation of the "USD Reserve": Simultaneously with Bitcoin purchases, Strategy established a reserve in dollars of $1.44 billion. This liquidity cushion has a clear goal: to ensure the payment of dividends and debt interest without the company ever needing to sell a single Satoshi under market pressure.
Defense of the Treasury Model: By buying more Bitcoin just when the market doubted its capacity, Michael Saylor and the board send a message of strength. The strategy is now not just to accumulate, but to prove that the model is sustainable even during periods of "crypto winter" or high volatility.
With this acquisition, Strategy Inc. reaffirms its long-term thesis — projecting Bitcoin as the ultimate digital capital — while shielding its balance sheet against short-term liquidity crises.
#strategy #BTC #MichaelSaylor @Uncle Scrooge Crypto $BTC
