MicroStrategy Buys $250M in Bitcoin, Calling the Crypto ‘Superior to Cash’

[Btcdeybodi]

Strategy Announces Legal Name Change from MicroStrategy Incorporated to Strategy Inc.





https://www.strategy.com/press/strategy-announces-legal-name-change-from-microstrategy-incorporated-to-strategy-inc_08-14-2025

MicroStrategy has since announced that they will be operating as Strategy since 5th of February so it's not a new thing, just that made it legal and official today.

[laspol65]

$MSTR trades at a premium to Bitcoin NAV due to Credit Amplification, an Options Advantage, Passive Flows, and superior Institutional Access that equity and credit instruments provide compared to commodities.

[Free Market Capitalist]

In a couple of weeks we will have the first dividend payment.
Given the current price, we could expect a slight rise in yield.
I think this is by far the best investment in the MSTR offering for the risk adverse.
Also wondering how much the success of this class of  shares has to do with the apparen lag in the MSTR share price.

Let's look at one type of stock that STRC competes with: the REIT Realty Income.



In principle, STRC will yield 9% on a base price of $100. If this were to continue, it would lose out to a stock such as Realty Income, which has yielded a compound 13.5% for decades. In order to convince typical investors in that stock to switch to STRC, it must be able to beat the DGI in some way, which means that as the price of bitcoin rises, the base price and/or dividend must also rise. It remains to be seen how this will play out, as trying to keep the stock price around $100 could lead to an increase in the monthly dividend, but it could also lead to a decrease.

[fillippone]

In principle, STRC will yield 9% on a base price of $100. If this were to continue, it would lose out to a stock such as Realty Income, which has yielded a compound 13.5% for decades. In order to convince typical investors in that stock to switch to STRC, it must be able to beat the DGI in some way, which means that as the price of bitcoin rises, the base price and/or dividend must also rise. It remains to be seen how this will play out, as trying to keep the stock price around $100 could lead to an increase in the monthly dividend, but it could also lead to a decrease.

Nice point.
I wasn’t aware of such high dividend-paying companies in the US market, and I thought that average SPX companies paid very low dividends.
I was wrong, and you are correct: those kinds of investors look for yield, with low exposure to the underlying. Maybe Saylor thinks that STRc has a “premium” when compared to a traditional company.

[laspol65]

MICHAEL SAYLOR’S STRATEGY HAS ACCUMULATED MORE BITCOIN THAN ALL OTHER PUBLIC COMPANIES COMBINED 🤯

[ultrloa]

MICHAEL SAYLOR’S STRATEGY HAS ACCUMULATED MORE BITCOIN THAN ALL OTHER PUBLIC COMPANIES COMBINED 🤯

Top 100 companies is been listed here https://bitcointreasuries.net/

And its truly amazing that despite of those many companies exist and invest on Bitcoin MicroStrategy standouts among them then consistently accumulating more Bitcoin.

1m Bitcoin would be an amazing milestone to reach and let see if MicroStrategy would able to achieve that volume in future. For sure this is really big not only for them, but also for those companies or people following them.

[fillippone]

MICHAEL SAYLOR’S STRATEGY HAS ACCUMULATED MORE BITCOIN THAN ALL OTHER PUBLIC COMPANIES COMBINED 🤯

What is striking is that since the beginning of the year, funds have still accumulated more bitcoins than Companies.
And above all, lost bitcoins, or bitcoins that haven't moved for a long time, still, according to some analysts, have accumulated a similar (ballpark) quantity.
Scarcity is then driven by accumulators (such as companies and funds), but to bitcoiners who have lost their wallets in 2015 or earlier.

[Ambatman]

In principle, STRC will yield 9% on a base price of $100. If this were to continue, it would lose out to a stock such as Realty Income, which has yielded a compound 13.5% for decades. In order to convince typical investors in that stock to switch to STRC

This was what The sceptical chemist was talking about some weeks ago
Despite its attractive percent, there are Real Estates based shares that have been doing it for years and with better percentage.

it must be able to beat the DGI in some way, which means that as the price of bitcoin rises, the base price and/or dividend must also rise.

STRC focuses more on high yield and price stability over capital appreciation hence it's relatively lower risk.
Imo it depends on dividend increase to meet up not necessarily capital appreciation

Especially since the 9% yield is an initial figure which  subject to adjustments based on performance.

Maybe Saylor thinks that STRc has a “premium” when compared to a traditional company.

Its strength lies in the price stability factor that helps reduce volatility compared to common stocks

[fillippone]

Maybe Saylor thinks that STRC has a “premium” when compared to a traditional company.

Its strength lies in the price stability factor that helps reduce volatility compared to common stocks

Probably, still to be proven, STRC should have a lower volatility compared to all the other shares in the Strategy ecosystem.
Too early to tell, but this is the way it should work.
I think those are a good addition to a portfolio for an Equity Investor. Sadly for us Europeans, there is a problem with high-paying dividend companies, as we are subject to double taxation (the net dividend paid in the US is taxed again in out home country).

[Yorubek]

Saylor says “The road is now clear for Bitcoin and banking” after the Fed ends its novel activities supervision program. Bitcoin and fintech will now be treated as standard banking activity, the starting gun for capital at scale.



source link: https://x.com/BitcoinNewsCom/status/1956400079239020770?t=19

[Just Common]

https://x.com/Strategy/status/1956399187605467170?t=HwgCS0Xv6K80kIGhmG7ORw&s=19

[Free Market Capitalist]

This was what The sceptical chemist was talking about some weeks ago
Despite its attractive percent, there are Real Estates based shares that have been doing it for years and with better percentage.

Really? I doubt it. I have used the best example, the blue chip of REITs. To begin with, not all REITs pay monthly, which is not a great advantage but something many investors look for. And REITs that have been able to increase their dividends for many years and raise their share price by more than 10% annually with a long track record, well, there may be some other, but it is not common.

STRC focuses more on high yield and price stability over capital appreciation hence it's relatively lower risk.
Imo it depends on dividend increase to meet up not necessarily capital appreciation

Especially since the 9% yield is an initial figure which  subject to adjustments based on performance.

That's why I say we'll have to see how it plays out, because in the presentation they talked about adjusting the price to around $100 and adjusting the dividend, but not about a plan to increase the dividend over the years. So, in principle, they can raise it, but they can also lower it. Without focusing on REITs, there are many stocks that have increased their dividends for many years, which are the ones used by dividend growth investors.

I suppose they don't want to commit to anything prematurely, but it should be a long-term goal. If they keep the base price at $100, the dividend, although with monthly fluctuations, should be increased in the long term to absorb capital from the DGI.

[Qhunman]

SEE DETAILS

Strategy have been experiencing enormous growth for buying & holding Bitcoin, this growth has attracted other companies to start buying & holding Bitcoin with the sole aim of benefiting from the monetary growths of bitcoin by holding it as a Treasury.
This is thrilling, The Mizuho group have reaffirm it's readiness to purchase Bitcoin worth over $586 Million through Strategy($MSTR). Definitely this price target is huge.

[Popkon6]

Michael Saylor Bets on a $100 Billion Bitcoin ‘Credit’ Dream

Michael Saylor has built a career on testing how far conviction can bend markets — part financier, part preacher. Now the Strategy Inc. chairman is betting that same belief on what may be his riskiest financing experiment yet.
Over the years, Saylor has urged followers to pour their savings into Bitcoin, mortgage their homes, even “sell a kidney.” To admirers, he’s a prophet with a balance sheet; to skeptics, a showman with an obsession. Either way, he’s turned a once-obscure software company into the world’s largest corporate holder of Bitcoin, playing the markets with a conviction most executives would never dare.

Source link: https://finance.yahoo.com/news/michael-saylor-bets-100-billion-133948716.html

Michael Saylor has won a significant amount on every single one of the few bets he has made so far. I think his challenge must be fulfilled, because he has folded the most Bitcoins that anyone can bend or straighten in the current Bitcoin market. But the points he has mentioned are always in his favor, because he holds the most Bitcoins and is currently at the highest level.

[laspol65]

Michael Saylor says, "We purchased 78% of the United States for $40 million. America should buy #Bitcoin"

[ruykeri]

He will never stop HODLING BTC


https://x.com/saylor/status/1957050446146629790?t=AYuYKJp4q8rkz6geOQt8lQ&s=19

[Taskford]

He will never stop HODLING BTC


https://x.com/saylor/status/1957050446146629790?t=AYuYKJp4q8rkz6geOQt8lQ&s=19

Maybe the right term is he will never stop buying BTC.

Since the last time he made that post it indicates that they are ready to accumulate Bitcoin again. Also for sure that after Saylor made that post lots of people following their next update since provably that they would post the numbers of Bitcoins they bought.

So let's see on how many Bitcoins they buy this time .

[Qhunman]

https://x.com/Vivek4real_/status/1957085158978310474?s=19


Michael saylor is a Master planner, he knows If strategy gets incorporated into the S&P index then trillions will be achieved

[Just Say]

He will never stop HODLING BTC

Maybe the right term is he will never stop buying BTC.

Since the last time he made that post it indicates that they are ready to accumulate Bitcoin again. Also for sure that after Saylor made that post lots of people following their next update since provably that they would post the numbers of Bitcoins they bought.

So let's see on how many Bitcoins they buy this time .

Yes, that's right term he will never stop buying Bitcoin, there is a difference between them Because buying Bitcoins means that we buy them from the market and holding means that we hold Bitcoins for a long time after buying them. This company currently holds a large number of Bitcoins, which may be a few percent of the total supply of Bitcoin. Still, their Bitcoin accumulation continues and they and BlackRock collectively own 1377914 Bitcoins. The bitcoins they collectively collected represent 6.56 percent of the total supply of bitcoins, these are really impressive stacks.

[Cossyblack]

Video

Michael saylor was extremely bullish about Bitcoin moving from been a $2tr asset to becoming a $200tr in 21 years. Saylor was also right about Bitcoin becoming a global monetary assets considering the huge adoption of Bitcoin around the world. It's obvious that Bitcoin has no comparison and it is 100x better than Gold.