Bitcoin Insights

Bitcoin, $MSTR, Michael Saylor, spot Bitcoin ETF updates, not financial advice

[Bitcoin Insights @BitcoinInsight1]

This the best explanation I've seen on why Michael Saylor is selling small amounts of ₿

[Jesse Myers @Croesus_BTC]

Strategy sold 3,588 BTC last week.

That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market).

Here's what's happening and why they are doing this...

1. Last week = Strategy sold

Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities.

Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC.

Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k.

2. The bigger picture = Strategy is NET buying

Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588).

In other words, they bought 22.5x more BTC in Q2 than they sold.

(For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.)

3. The message in advance

Weeks ago, Saylor explained what they are doing, in an interview with @CryptoMichNL (see clip)

"On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin."

Saylor further explained the strategic rationale of selling Bitcoin...

"Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit."

4. What Strategy is doing

Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC.

Saylor has recently asserted that it's important to "buy more Bitcoin than you sell."

This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC.

They bought 22.5 and sold 1.

5. What to expect next

Saylor said they will "inoculate the market" by selling a little BTC.

This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it.

They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed.

What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

[Bitcoin Insights @BitcoinInsight1]

Very interesting historical view of Bitcoin ownership, note how companies, ETFs, and other funds are rapidly gaining ownership in the last couple of years, while individual ownership is dropping, don't get shaken out, it is great time to stack more Sats
https://t.co/HMemgw9g1m

[Bitcoin for Freedom @BTC_for_Freedom]

Very cool overview of who owns Bitcoin.

[Vivek Sen @Vivek4real_]

MICHAEL SAYLOR SAID LIVE ON FOX THAT THE CRASH IS TEMPORARY AND BITCOIN WILL HIT A NEW ALL TIME SOON

[Bitcoin Insights @BitcoinInsight1]

@ElonMusk_LordX 👍

[Bitcoin Insights @BitcoinInsight1]

@saylor @AtlasHodld Send it

[Bitcoin Insights @BitcoinInsight1]

@TeddyBitcoins @saylor Seems like a coordinated attack on Strategy, with continued postings on X about this debunked FUD rumor

[Bitcoin Insights @BitcoinInsight1]

@Rajatsoni Unfortunately, that's exactly what is going to happen to members of the Bitcoin community with weak hands, hodl

[Bitcoin Insights @BitcoinInsight1]

@TheBTCTherapist agreed, seems to be a coordinated effort underway of FUD posting

[Bitcoin Insights @BitcoinInsight1]

Last week while FUD posts on X claimed that Strategy was selling ₿, Strategy actually bought 8,178 ₿ for $835.6M at $102,171 each, funded by the new $STRE IPO($704.9M) and $STRF($4.4M), $STRK($.5M), $STRC ($131.2M) ATM sales, Strategy now hodling 649,870 ₿, Saylor's preferred stock funding for ₿ purchases is brilliant, acquiring $MSTR under $200 is a steal

[Michael Saylor @saylor]

Strategy has acquired 8,178 BTC for ~$835.6 million at ~$102,171 per bitcoin and has achieved BTC Yield of 27.8% YTD 2025. As of 11/16/2025, we hodl 649,870 $BTC acquired for ~$48.37 billion at ~$74,433 per bitcoin. $MSTR $STRC $STRD $STRE $STRF $STRK https://t.co/HI1TeYOvQ9

[Bitcoin Insights @BitcoinInsight1]

Michael Saylor signals that Strategy bought the ₿ dip last week, disregard all FUD posts about Strategy selling ₿, the new $STRE IPO settled on Thursday, expect a $700M+ ₿ buy pre-market announcement tomorrow morning

[Michael Saylor @saylor]

₿ig Week

[Bitcoin Insights @BitcoinInsight1]

@cryptorover No

[Bitcoin Insights @BitcoinInsight1]

@TheBTCTherapist Send it

[Bitcoin Insights @BitcoinInsight1]

Disregard FUD postings that Strategy sold ₿, Michael Saylor confirmed that Strategy was buying the ₿ dip instead, the new $STRE IPO settled on Thursday, so expect a $700M+ ₿ buy pre-market announcement on Monday morning, what is your prediction on ₿ purchased?

[Michael Saylor @saylor]

We bought bitcoin every day this week.

[Bitcoin Insights @BitcoinInsight1]

@misterrcrypto soon

[Bitcoin Insights @BitcoinInsight1]

Last week Strategy bought 397 ₿ for $45.6M at $114,771 each, funded by $MSTR($69.4), $STRF($8.4M), $STRK($4.4M), $STRD ($2.3M) ATM sales, retained $23.8M for other purposes, Strategy now hodling 641,205 ₿

[Strategy @Strategy]

Strategy has acquired 397 BTC for ~$45.6 million at ~$114,771 per bitcoin and has achieved BTC Yield of 26.1% YTD 2025. As of 11/2/2025, we hodl 641,205 $BTC acquired for ~$47.49 billion at ~$74,057 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/yJfoyeNzCm

[Bitcoin Insights @BitcoinInsight1]

@TheCryptoLark same

[Bitcoin Insights @BitcoinInsight1]

American Bitcoin $ABTC (₿ mining company), acquired 1,414 ₿ ($114,930 each) for about $163M, $ABTC is now hodling 3,865 BTC, worth ~$445M, Donald Trump Jr. and Eric Trump who own approximately 20% of $ABT are expecting a huge pump for ₿, are you ready?
https://t.co/QF3DSzjOYX

[Bitcoin Insights @BitcoinInsight1]

Last week Strategy bought 390 ₿ for $42.4M at $111,117 each, funded by $STRF($19.4M), $STRK($17M), $STRD ($7M) preferred ATM sales, investor interest in the Strategy's preferred offerings is picking up, no $MSTR ATM sales for 3rd straight week, Strategy now hodling 640,808 ₿

[Michael Saylor @saylor]

Strategy has acquired 390 BTC for ~$43.4 million at ~$111,053 per bitcoin and has achieved BTC Yield of 26.0% YTD 2025. As of 10/26/2025, we hodl 640,808 $BTC acquired for ~$47.44 billion at ~$74,032 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/1d4Pmv8ub2