Strategy spent 1,554 days stacking its first 252,220 BTC.
162 BTC/day.
Since November 2024?
591,486 BTC in 568 days.
1,041 BTC/day.
That is a 6.4x acceleration.
~31,700 BTC/month.
~380,000 BTC/year run rate.
And the mouth-breathing crypto traders on here are criticizing this, thinking it's on the verge of collapse.
The machine is just getting started, and they hate that.
Bullish $MSTR.
I love the cadence of this chart
Bitcoin % of Supply in Profit/Loss
As I said previously, you start looking for major market cycle bottoms *after* they cross, not before.
They just crossed.
Such a great chart for keeping people on the right side of the market in midterm years
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H
@saylor watched his stock go down 99% and then trade sideways for twenty years, he remained CEO and never gave up.. You will never shake this guy out of BTC, ever.
Bitcoin Fundamentalist: Bitcoin reaches its full potential by remaining true to its core principles: self-custody, personal nodes, decentralization, immutability, and use as money. Fundamentalists seek to protect Bitcoin from corruption, capture, or compromise.
Nov. 2022 FTX Collapse: BTC ~$16K, P-10 Stress Lasted ~2 Months, Then +128% One Year Later.
From ~$16K in Nov. 2022 to ~$60.8K today:
CAGR = [($60,812 / $16,000) ^ (1 / 3.54) − 1]
=+45.8% per year
Bitcoin just broke below its P-10 stress floor.
But the signal is not the break.
The signal is duration.
Current streak: 2 days
Current gap vs P-10: -2.75%
Historical breach rate: 10.39%
Breach episodes: 24
Longest streak: 234 days
One-day breaches are noise.
Consecutive days below P-10 measure regime stress.
Right now this is not capitulation.
It is the market testing the floor.
X is speculating that MSTR's CEO and CFO selling shares is a red flag.
It's not. Here's exactly what happened.
1/ What people saw:
→ CEO Phong Le sold 93,738 shares on June 5
→ CFO Andrew Kang sold 33,062 shares on June 5
→ Stock already down 24% this month
→ Looks terrible on the surface
2/ What actually happened:
On June 3, 2026 both the CEO and CFO had Performance Stock Units (PSUs) VEST.
The CEO received 190,740 shares.
The CFO received 68,120 shares.
This wasn't a choice. PSUs vest on a schedule set YEARS ago.
3/ Why did they sell immediately after?
Simple. The IRS.
When equity awards vest, the IRS treats it as ordinary income, taxable IMMEDIATELY.
You don't get to wait. You don't get to choose the timing.
You pay the tax or you get penalized.
4/ How was the sale structured?
Both executives sold under a pre-arranged Rule 10b5-1 plan.
The CEO's plan was established on May 7, 2024 over 2 years ago.
The CFO's plan was established on May 2, 2024 also over 2 years ago.
Neither of them chose to sell on June 5, 2026.
The plan executed automatically.
5/ This happens at EVERY public company.
Apple executives do it.
Google executives do it.
Meta executives do it.
Nvidia executives do it.
Every time RSUs or PSUs vest executives sell a portion to cover taxes.
It appears in SEC filings. It always looks scary. It never means what people think.
6/ The most important detail everyone missed:
Why did the PSUs vest at a 200% payout factor?
Because Strategy's total stockholder return from June 2023 to May 2026 EXCEEDED the 75th percentile of ALL Nasdaq Composite companies.
The executives sold shares BECAUSE the company massively outperformed.
7/ One more thing.
On May 22 2 weeks before the forced tax sale CEO Phong Le VOLUNTARILY BOUGHT shares of $MSTR.
That's the discretionary signal.
The sale was mandatory.
The buy was a choice.
8/ The bottom line:
The CEO and CFO didn't sell because they're bearish.
They sold because the IRS doesn't care about your stock price.
Don't let misinformation shake you out of a position.⚡️👊