Michael Saylor Adds 10,624 $BTC Renewed Momentum or Tactical Defense?

MicroStrategy has expanded its Bitcoin stack once again, purchasing 10,624 BTC for $962.7M at an average price of $90,615.

This brings the firm’s total holdings to 660,624 BTC, reinforcing its position as the largest corporate Bitcoin holder on the planet.

Here’s what really stands out

• The entire buy was funded through $963M raised via ATM sales of STRD and MSTR shares no debt, no leverage.

• MicroStrategy recently built a $1.44B cash buffer to stabilize dividends during volatile market periods.

• The firm reiterated that it will only sell BTC if equity trades below NAV and capital markets freeze a high bar.

• A new “BTC Credit” dashboard suggests MicroStrategy holds enough assets to sustain dividends for 70+ years.

Market Context

Bitcoin reclaiming $92K aligns with rising expectations of a dovish Federal Reserve pivot.

If liquidity conditions ease, analysts believe BTC could be setting up for the next expansion phase after retracing a large portion of this year’s gains.

Takeaway

MicroStrategy’s latest accumulation shows its Bitcoin first strategy remains intact, even as it fortifies liquidity and dividend stability.

Whether this marks the start of renewed bullish momentum will depend heavily on macro signals from the Fed in the days ahead.

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