Saylor Teases Buy, Then Files Bitcoin Sale as STRC Rate Holds at 12%
What happened: On August 2, Michael Saylor posted "Bitcoin Drive engaged" on X, widely interpreted as a signal that Strategy (formerly MicroStrategy) would resume BTC purchases after a five-week pause
What happened: On August 2, Michael Saylor posted "Bitcoin Drive engaged" on X, widely interpreted as a signal that Strategy (formerly MicroStrategy) would resume BTC purchases after a five-week pause. However, the following day, Strategy disclosed the sale of 1,638 BTC for $104.7 million, reducing its holdings to 842,138 BTC—about 4% of the total Bitcoin supply. Proceeds were directed toward preferred stock dividends and STRC repurchases, not general treasury. The STRC preferred dividend remains at 12% for August, with the stock trading 10.5% below par.
Why it matters: Saylor's bullish messaging was directly contradicted by the subsequent SEC filing, which revealed a sale rather than a purchase. This misalignment between public signals and corporate actions raises questions about Strategy's capital management and communication strategy. The firm now holds a $10.4 billion unrealized loss on its BTC position at current prices, and its actions suggest a focus on shareholder returns and liquidity rather than aggressive accumulation.
Source: The Block, Bitcoin.com News