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Katherine_90
Just read Strategy’s Q2 2026 report.
Everyone’s screaming about the $8.22B paper loss and Saylor selling BTC. That’s missing the point.
The real story: BTC per share went up. From 201,170 sats to 210,824 sats.
Accumulation efficiency actually improved, even with the headline losses.
This marks a shift. The old playbook — borrow, buy, never sell — is over.
What’s replacing it is Saylor’s “digital credit capital” model.
That $218M BTC sale wasn’t panic. It was to support STRC and buy back discounted preferreds that shorts were holding.
MSTR used to trade like a leveraged BTC ETF. Now it’s acting like a bitcoin hedge fund, arbitraging between BTC, cash, equity, and STRC.
Saylor called circular digital credit a “killer app.” If 12% STRC gets tokenized and circulates, it dwarfs a 3% money market fund.
If STRC re-pegs to $100 on Sept 8, this thesis is proven.
BTC stops being just digital gold. It becomes the fuel for a new global credit system.
#AMZNMissesButRallies #SoftPCEStrongDemand #MSFT450BInADay
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Cryptos tendance
BTC/USDTBitcoin
$74 131,8-0,03 %
ETH/USDTEthereum
$2 105,09-0,06 %
OKB/USDTOKB
$97,05-0,06 %
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