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

[ultrloa]

Strategy has acquired 1,036 $BTC and repurchased $188M of $STRC. As of 11/8/26, we hold 850,364 BTC and $4.9B of USD Assets. $MSTR
Source link: https://x.com/saylor/status/2119778202931388769?a=TlnK1h7ZnRvI7x4rB58&s=19

Taking advantage of this Bitcoin decline, Michael Saylor has once again proven that it is not a good idea to stay away from Bitcoin during the volatility of the Bitcoin price. Because the more opportunities you get, the more Bitcoin you buy and hold on to it for the future. 1036 BTC have been purchased under the direction of Michael Saylor, the company MSTR is in control of, so far the Bitcoin price has accumulated 850364 Bitcoins. If they can survive like this in the future, they will definitely be able to achieve more success.

I think they are doing their regular purchases and not taking advantage on the dip. Because if you look at their past purchases, you will see that they are not waiting for that situation to come, before they accumulate Bitcoins.

Base on their tracker they bought Bitcoin at $79k, so that's huge drop already. But well they are not thinking for short term and I believe that they could recover those paper lose in next following months.

Also its good that they do buy backs in their STRC again.

[Free Market Capitalist]

Base on their tracker they bought Bitcoin at $79k, so that's huge drop already. But well they are not thinking for short term and I believe that they could recover those paper lose in next following months.

Buying 1,036 bitcoins at $79,000 and then seeing the price fall to $75,000 has no impact whatsoever. Firstly, because 1,036 bitcoins out of the total of 850,364 they hold is nothing. But apart from that, the average purchase price of all those bitcoins is $75,000, so they’re breaking even.

Just to put things into perspective.

[Alex077]

As expected, MSCI is removing Strategy from its indexes.

On November 11, MSCI marked Strategy (MSTR) as "Deleted" from its indexes. Along with Strategy, Metaplanet and several other companies are also being removed because, under MSCI's new criteria, they look more like investment vehicles than traditional operating businesses.
https://www.reuters.com/business/msci-drop-strategy-global-indexes-putting-billions-passive-fund-inflows-risk-2026-11-11
The removal will take effect after the market closes on November 30, but the market and the stocks have already started reacting. MSTR has dropped to $117.2, while STRC is still holding up. This could force index funds to sell their MSTR shares and put even more pressure on the stock price.

And besides, the problem is that index funds that are required to track MSCI indexes will have to sell their MSTR shares. JPMorgan previously estimated potential outflows at $2.8 billion, although they could turn out to be much higher...

The worst-case scenario in this situation would be if other index providers followed MSCI's example. Then the problem could become systemic for companies that accumulate cryptocurrencies on their balance sheets, and it wouldn't just be a problem for Strategy.

JPMorgan previously estimated additional potential outflows of $8.8 billion if similar restrictions were introduced by other index providers. So these are the kinds of problems that greed and losing control of the situation can lead to... 

[Free Market Capitalist]

As expected, MSCI is removing Strategy from its indexes.

I believe that this, even if it isn’t directly related, also makes a possible future inclusion in the S&P 500 less likely—something that was discussed in the past when everything was going great. It will likely remain in the Nasdaq 100 because that index has more lenient requirements and is more technology-oriented, but for now it’s ranked 85th; a drop in Bitcoin’s price between now and the next halving could knock it out of the index simply due to a loss in market cap.

[Ambatman]

The removal will take effect after the market closes on November 30, but the market and the stocks have already started reacting. MSTR has dropped to $117.2, while STRC is still holding up.

MSTR is falling not because of the frosting since its already priced in when it was announced a month
Or two ago
It's falling because of Bitcoin hence why strc seems untouched.

This could force index funds to sell their MSTR shares and put even more pressure on the stock price.

Yeah this is one of the places the issue lies
And Strategy is still performing ATM on Mstr which would impact it more if they continue.

[Free Market Capitalist]

It's falling because of Bitcoin hence why strc seems untouched.
...
And Strategy is still performing ATM on Mstr which would impact it more if they continue.

That's correct, but it's important to note that STRC's value is being maintained because Saylor is using a significant portion of the proceeds from MSTR sales through the ATM to repurchase STRC. Otherwise, the value would be considerably lower.

We'll have to see how this turns out. There are a lot of companies that tried to copy Saylor's model and have already abandoned it (others have gone bankrupt).

Latest one is MARA, but we see news like this every week.

MARA Sells $1.1 Billion in Bitcoin in Just Six Weeks, Plans to Sell More