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MicroStrategy just dropped Q2 2026 earnings — and Bitcoin did the damage. 📉 Net loss: $8.32B. The flip from ∼$10B profit last year is almost entirely unrealized losses. BTC fell ∼14% in the quarter, from ∼$68K to ∼$58.6K. Under new accounting rules, that hit goes straight to the P&L. But they didn’t sell to de-risk. They bought more. Holdings hit a peak of 846,000 $BTC, +11% on the quarter. Latest filing: 843,775 BTC. Still the biggest corporate holder. YTD they’re up ∼25% in BTC terms. New twist: the “BTC Monetization Plan.” Strategy sold ∼$218M of BTC this year to fund preferred dividends, with ∼$216M sold in early July. They can sell up to $1.25B if needed to cover dividends or build cash. Balance sheet moves too: convertible debt down 18% to $6.7B. Dollar cash up 12% to $2.4B in Q2, now at $3.75B total — enough for 2+ years of preferred dividends/interest. They also bought back 288,930 shares of STRC for $25M. Goal: keep STRC near $99-$100. If it slips, more buybacks. MSTR traded up ∼5% pre-earnings, flat AH around $97. Bottom line: 2 things to watch now. 1. Does BTC rebound and give the balance sheet breathing room? 2. Can Strategy juggle dividends, debt, and cash without selling too much BTC? $BTC #DailyOrbit @OKX Orbit #SoftPCEStrongDemand #AMZNMissesButRallies