Strategy Inc. Retires $1.5B in Convertible Debt, Maintains Bitcoin Holdings
What happened: Strategy Inc.
What happened: Strategy Inc. (formerly MicroStrategy) repurchased $1.5 billion face value of its 0% convertible senior notes due 2029 for $1.38 billion in cash, securing a $120 million discount. The company’s USD reserves now stand at $871 million, with no Bitcoin sold to fund the buyback. Strategy’s outstanding convertible-note principal drops to $6.7 billion, while its Bitcoin holdings remain at 843,738 BTC.
Why it matters: This marks a strategic shift for the company, which paused its high-profile Bitcoin accumulation to focus on liability management. While the move is framed as bullish—locking in a discount and freeing up the balance sheet—it is the first major deviation from Strategy’s relentless Bitcoin-buying approach. The market will be watching whether this signals a broader change in corporate treasury strategies among crypto-heavy firms.
Source: CoinDesk