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.@MicroStrategy may be getting ready to return to the BTC buying spree.
CEO Phong Le says the company expects to resume $BTC purchases before the end of 2026, following a period of tactical selling to strengthen its balance sheet.
Zooming out, the “MicroStrategy is selling” narrative looks misleading.
They’ve acquired roughly 175,000 $BTC this year while selling only around 7,000.
That still leaves them as a massive net buyer.
The recent sales appear to be more about managing the capital structure than losing conviction in Bitcoin.
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