Strategy sold Bitcoin around $60k, now buying again at $80k - ano ang logic?

[Maslate]

I’m sure familiar kayo sa Strategy and their huge Bitcoin holdings.

Gusto ko lang malaman ang opinion ninyo dito kasi medyo confusing yung recent moves nila. In the past few months, nagbenta sila ng Bitcoin around $59k-$64k, then ngayon bumili ulit sila ng 4,603 BTC at average price na around $80,318.

Normally ang simple logic natin is buy low and sell high, pero parang opposite yung nangyari dito. Although may reason naman sila because some of those BTC sales were used for their preferred-share obligations and buybacks, still interesting na ngayon bumibili ulit sila at much higher price.

Ano sa tingin ninyo ang strategy behind this? Is this just normal corporate treasury management, or may value ba silang nasayang by selling BTC lower and buying it back higher?

Sources:
https://www.sec.gov/Archives/edgar/data/1050446/000119312526341297/mstr-20260810.htm
https://finance.yahoo.com/markets/crypto/articles/strategy-just-bought-bitcoin-first-232646299.html

[cryptoaddictchie]

Ano sa tingin ninyo ang strategy behind this? Is this just normal corporate treasury management, or may value ba silang nasayang by selling BTC lower and buying it back higher?

Technically theres a slight hiccup sa kanilang strategy pero mahirap kasing sabihin na palpak ito dahil ang nangyayari eh ay may cases sila na buy high sell low. Pero sa average dca nila I think lamang pa din yung win or profit sa record nila howevet may mga cases like yung need nila magsell para sa shared obligation ng company.

Mahirap ijudge ang movement ng Strategy lalo pa malaking firm ito para sabihin na careless sila and I think na heres  board decision para sa mga ganitong big purchases and sold action at di lang si Saylor ang nagdedecide.

Just my 2 cents.

[Maslate]

Ano sa tingin ninyo ang strategy behind this? Is this just normal corporate treasury management, or may value ba silang nasayang by selling BTC lower and buying it back higher?

Technically theres a slight hiccup sa kanilang strategy pero mahirap kasing sabihin na palpak ito dahil ang nangyayari eh ay may cases sila na buy high sell low. Pero sa average dca nila I think lamang pa din yung win or profit sa record nila howevet may mga cases like yung need nila magsell para sa shared obligation ng company.

Mahirap ijudge ang movement ng Strategy lalo pa malaking firm ito para sabihin na careless sila and I think na heres  board decision para sa mga ganitong big purchases and sold action at di lang si Saylor ang nagdedecide.

Just my 2 cents.

I think ganon nga, in overall profit pa rin sila.

At ang pagkakaalam ko, hindi naman sariling pera ng Strategy lahat ng ginagamit nila dito. Galing din sa investors through shares at ibang securities, tapos kikita ang Strategy through the structure ng business nila.

Kung malugi man ang investment, malaking part ng risk nasa investors din. So basically, yung mga taong ayaw direktang bumili at humawak ng Bitcoin, hinahayaan na lang nila ang Strategy ang gumawa nun para sa kanila, pero ibang setup siya compared sa direct na pagbili at pag-own ng BTC.