Strategy (MSTR) kauft erneut Bitcoin im Wert von 2 Milliarden Dollar, wodurch die Bestände auf über 843.000 BTC steigen

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Strategy (previously known as Microstrategy) MSTR, the bitcoin treasury company led by executive chairman Michael Saylor, disclosed Monday that it acquired an additional 24,869 bitcoin for approximately $2.01 billion between May 11 and May 17.

According to an 8-K filing with the Securities and Exchange Commission, the company purchased the bitcoin at an average price of roughly $80,985 per coin.

The latest acquisition brings Strategy’s total holdings to approximately 843,738 BTC, worth about $65.3 billion based on current prices.

The company said it has spent roughly $63.9 billion acquiring bitcoin at an average purchase price of approximately $75,700 per bitcoin, including fees and expenses.

Strategy’s holdings now represent more than 4% of bitcoin’s total 21 million supply cap, underscoring the company’s increasingly aggressive treasury strategy centered on the cryptocurrency.

Stock sales fuel latest bitcoin acquisition

The purchases were financed primarily through Strategy’s ongoing at-the-market stock sale programs.

The company raised approximately $2.03 billion through a combination of common stock and preferred stock offerings over a six-day period ending May 17.

Strategy sold around 19.95 million shares through its STRC preferred stock program, generating roughly $1.95 billion in net proceeds.

It also sold approximately 430,344 shares of its Class A common stock, MSTR, raising an additional $83.7 million.

The company immediately deployed approximately $2.01 billion of the proceeds into bitcoin purchases.

Strategy continues to maintain significant fundraising capacity through its multi-tiered at-the-market (ATM) programs.

According to company disclosures, approximately $51.5 billion remains available across multiple equity issuance programs, including roughly $26.3 billion tied to MSTR and $17.5 billion connected to STRC.

The STRC preferred stock has increasingly become the company’s primary financing tool for bitcoin purchases.

The variable-rate cumulative preferred stock currently offers an annualized dividend yield of roughly 11.5%.

Strategy recently proposed shifting STRC dividend payments from monthly to twice-monthly distributions, stating the move could “lead to reduced reinvestment lag, enhanced liquidity, market efficiency, and increased price stability.”

Saylor signals purchase ahead of disclosure

Ahead of Monday’s filing, Saylor again hinted at the acquisition through social media.

On Sunday, he posted an update tied to Strategy’s bitcoin acquisition tracker alongside the phrase “Big dot energy,” which investors interpreted as signaling another substantial purchase announcement.

Analysts at K33 recently argued that strong demand for STRC may be contributing to recurring mid-month bitcoin buying pressure as Strategy continues issuing shares and using proceeds to accumulate additional BTC ahead of dividend-related timelines.

The company has also continued reshaping its balance sheet alongside its bitcoin acquisition strategy.

On Friday, Strategy agreed to repurchase approximately $1.5 billion face value of its zero-coupon 2029 convertible notes for about $1.38 billion, retiring the debt at roughly 92 cents on the dollar.

The filing listed bitcoin sales as one of several potential funding sources for the transaction, a notable disclosure given Saylor’s previously stated “net accumulator” policy regarding bitcoin holdings.

Bitcoin treasury model expands across corporate sector

Strategy remains the dominant player among public companies adopting bitcoin treasury strategies, though the model has expanded significantly across corporate markets.

According to Bitcoin Treasuries data, approximately 196 public companies have adopted some form of bitcoin acquisition model, with 84 companies currently maintaining active treasury strategies.

Other major corporate holders include Coinbase, MARA Holdings, Riot Platforms, and Hut 8.

Despite the continued institutional adoption trend, many bitcoin treasury-related stocks remain well below their 2025 highs as investor enthusiasm has cooled alongside broader cryptocurrency market volatility.

Strategy shares declined approximately 6.3% last week, closing Friday at around $177.42, though the stock remains up roughly 12.89% year to date.

Bitcoin itself recently fell below $78,000 amid renewed inflation concerns and geopolitical tensions surrounding Iran and global energy markets.
source: https://www.tradingview.com/news/invezz:e357b6142094b:0-strategy-mstr-buys-another-2b-in-bitcoin-as-holdings-top-843-000-btc/