Strategy Buys 13,000 Bitcoin — This Feels Different
Strategy just bought over 13,000 Bitcoin, adding to one of the most aggressive Bitcoin accumulation strategies ever seen. Is this move genius or disaster?
In this episode, we break down Strategy’s latest Bitcoin purchase, funded through STRC issuance and over $1 billion in common stock ATM, and why the stock continues to trade near 1x mNAV despite massive dilution.
We discuss:
- Why Strategy is buying ~10,000 Bitcoin per week
- How STRC trading at $100 changes the game
- Whether Bitcoin staying flat near $90k is a warning sign
- The Jan 15 ex-dividend date and what it means for STRC holders
-…
The skinny
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