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Here’s How Much Michael Saylor’s Strategy Has Lost On Bitcoin

Michael Saylor's company, Strategy (formerly MicroStrategy), has incurred massive losses on its multi-billion dollar Bitcoin bet. According to its Q1 2026 filing, the company's Bitcoin holdings lost over $14 billion in value during the quarter. Despite this, the firm continued its aggressive accumulation strategy, spending over $7 billion to purchase an additional 89,000 BTC. This brought its total expenditure on Bitcoin to over $57 billion. The company has since made further purchases, with its total spend now at $58.02 billion. However, with a cost basis of $75,644 per coin, its entire holdings remain underwater as long as the Bitcoin price stays below that level. The company's stock price has also fallen by more than 50% from its 2025 peak. Saylor has stated the company has no plans to sell and will continue to accumulate Bitcoin.

bitcoinist04/09 13:32

Here’s How Much Michael Saylor’s Strategy Has Lost On Bitcoin

bitcoinist04/09 13:32

All about Peter Schiff’s latest jab at Bitcoin, Strategy, and Michael Saylor

Peter Schiff, a prominent Bitcoin critic, renewed his attacks on BTC and Michael Saylor's strategy, predicting a 92% decline to $10,000 by 2026. He dismissed Bitcoin’s value compared to traditional assets like gold and silver. His comments followed MicroStrategy’s Q1 2026 report of $14.5 billion in unrealized losses as Bitcoin fell 23%, its worst quarterly start since 2018. Despite this, MicroStrategy purchased 89,602 BTC, increasing its holdings to 766,970 BTC. On-chain metrics, including the Bitcoin SOPR hovering near 1 and a negative MVRV ratio, suggest the market is at breakeven and may be entering an accumulation phase, potentially indicating a trend reversal.

ambcrypto04/09 04:36

All about Peter Schiff’s latest jab at Bitcoin, Strategy, and Michael Saylor

ambcrypto04/09 04:36

Strategy CEO says, ‘STRC is our iPhone moment’ after $5B revenue in 7 months

Strategy CEO Phong Le has described the company’s Stretch (STRC) preferred stock product as its “iPhone moment,” following $5 billion in cumulative revenue generated within just seven months of its launch. STRC, a monthly variable yield-paying product, currently offers an 11.5% yield and is the firm’s fastest-growing offering, second only to BlackRock’s IBIT in terms of growth speed. Retail investors dominate STRC ownership at 80%, attracted by its relatively low volatility and steady returns, while the more volatile common stock MSTR is primarily held by institutional investors. A significant portion of STRC proceeds is used to purchase Bitcoin, with nearly 70% of a recent 4,800 BTC acquisition funded through the product. Year-to-date, Strategy has acquired 94,000 BTC, more than double the amount of Bitcoin mined during the same period.

ambcrypto04/08 09:34

Strategy CEO says, ‘STRC is our iPhone moment’ after $5B revenue in 7 months

ambcrypto04/08 09:34

Bitcoin social chatter raises eyebrows – Will Saylor’s 105th buy cancel FUD?

Bitcoin's strong start in January 2026 faded as prices dropped below $80,000 by February, influenced by U.S.-Iran geopolitical tensions. Despite outperforming gold, silver, and the S&P 500, bearish sentiment dominated social discussions, reaching peak fear levels since late February. The Crypto Fear and Greed Index remained in "Extreme Fear" territory. However, Michael Saylor continued his aggressive Bitcoin accumulation strategy, hinting at a 105th purchase. His company, MicroStrategy, now holds 762,099 BTC worth $52.59 billion. Despite a dip in MSTR stock, Saylor remains committed to long-term Bitcoin investment, dismissing short-term market noise. Upcoming events like the CLARITY Act and ongoing FUD may shift sentiment, potentially reversing the current negative trend.

ambcrypto04/06 13:06

Bitcoin social chatter raises eyebrows – Will Saylor’s 105th buy cancel FUD?

ambcrypto04/06 13:06

Strategy nears 2,000 Bitcoin via STRC – What 80% retail ownership means

MicroStrategy's Bitcoin-focused subsidiary Strategy is nearing 2,000 BTC acquisitions through its STRC stock, which emphasizes yield generation rather than direct Bitcoin exposure. Unlike the more volatile MSTR, STRC offers greater stability and an 11% yield, attracting significant retail investment—80% of its shares are held by retail investors, nearly double that of MSTR. While MSTR continues to hold over 762,000 BTC on its balance sheet, STRC’s structure and performance position it as a reliable alternative for investors seeking reduced volatility with consistent returns, supporting MicroStrategy’s broader growth as a leading Bitcoin treasury firm.

ambcrypto04/01 23:02

Strategy nears 2,000 Bitcoin via STRC – What 80% retail ownership means

ambcrypto04/01 23:02

Inside STRC – Here’s how Strategy is shaping Bitcoin’s retail accumulation this cycle

Retail investors often trade based on sentiment rather than fundamentals, making them highly reactive to news and social chatter. Recent bearish sentiment around Bitcoin, driven by macro fears, presents a potential accumulation opportunity, as Bitcoin historically moves counter to crowd sentiment. At press time, Bitcoin was experiencing a bearish pullback, struggling to break the $75k resistance. Strategy (MSTR) emerges as a key catalyst in channeling retail flows into Bitcoin. The STRC Index recently trading above $100 allows MSTR to purchase more Bitcoin, adding 114 BTC to its holdings. Notably, 80% of STRC shares are owned by retail investors—double that of MSTR—supported by an 11% yield to shareholders. This retail-heavy ownership means Strategy’s Bitcoin purchases are directly influenced by these investors, making STRC a critical indicator of retail sentiment and a driver of Bitcoin accumulation this cycle.

ambcrypto03/27 15:19

Inside STRC – Here’s how Strategy is shaping Bitcoin’s retail accumulation this cycle

ambcrypto03/27 15:19

How Morgan Stanley’s ‘imminent’ Bitcoin ETF launch could revive BTC demand

Morgan Stanley's imminent launch of a Bitcoin spot ETF (MSBT) could mark a pivotal shift in institutional Bitcoin adoption. This move, signaled by a NYSE listing, represents a major step in the convergence of traditional finance (TradFi) and decentralized finance (DeFi). The key impact lies in Morgan Stanley's vast distribution network, which manages $6.2 trillion in assets, potentially driving significant new capital flows into BTC. Currently, institutional Bitcoin demand is highly concentrated, with MicroStrategy (MSTR) dominating treasury purchases and accounting for roughly 76% of such holdings. The MSBT ETF could break this concentration by providing a trusted, accessible vehicle for a wider array of institutional investors. This launch is seen as a crucial test that may diversify participation and reshape institutional Bitcoin flows on an unprecedented scale.

ambcrypto03/26 09:06

How Morgan Stanley’s ‘imminent’ Bitcoin ETF launch could revive BTC demand

ambcrypto03/26 09:06

Strive CSO Says Saylor ‘Struck Oil’ With STRC As Bitcoin Buys Surge

Strive Asset Management's CSO Avik Roy stated that Michael Saylor's MicroStrategy has "struck oil" with its STRC preferred equity offering, calling it a breakthrough in funding Bitcoin acquisitions. Roy explained that STRC offers yield-seeking investors a stable-value product with limited downside volatility, while providing MicroStrategy a scalable capital channel to accumulate more BTC. He described Bitcoin as a "virus" infecting traditional finance, enabling credit creation atop Bitcoin collateral. MicroStrategy raised approximately $1.56 billion through STRC in recent weeks, purchasing over 41,000 BTC. Roy emphasized that continued Bitcoin appreciation is crucial for the model’s long-term success.

bitcoinist03/24 08:01

Strive CSO Says Saylor ‘Struck Oil’ With STRC As Bitcoin Buys Surge

bitcoinist03/24 08:01

The Secret Behind BTC's Rise: MSTR's New Flywheel - STRC

BTC's recent strength amid market volatility may be linked to the high trading volume of MicroStrategy’s (MSTR) preferred stock, STRC, which reached up to $750 million in daily volume last week. This activity could have generated an estimated $700 million in net Bitcoin buying pressure. STRC functions as a perpetual, equity-like instrument with a fixed 11.5% annual dividend, designed to anchor around $100 through mechanisms like dynamic dividend adjustments, ATM (at-the-market) offerings, and a $101 redemption option. When STRC trades at or above $100, MSTR issues new shares via its ATM program, using the proceeds to buy Bitcoin. Due to MSTR’s target leverage ratio of 33%, each dollar raised through STRC issuance results in approximately $3 worth of Bitcoin purchases. Key constraints include the requirement that STRC trades near $100 to trigger issuance, MSTR’s mNAV (market net asset value) must remain above 1x to avoid equity dilution, and the strategy fundamentally depends on long-term Bitcoin appreciation. If Bitcoin enters a prolonged bear market, MSTR could face challenges covering dividends, potentially forcing BTC sales. In summary, STRC acts as a structured financial tool that converts market demand into Bitcoin acquisitions, reinforcing MicroStrategy’s role as a Bitcoin-focused financial company rather than a simple holding entity.

marsbit03/17 04:30

The Secret Behind BTC's Rise: MSTR's New Flywheel - STRC

marsbit03/17 04:30

‘Stretch the orange dots’ – Saylor hints Strategy’s Bitcoin spree isn’t over

Michael Saylor, through his recent social media post "Stretch the orange dots," has signaled that his company, MicroStrategy, plans to continue its aggressive accumulation of Bitcoin. The "orange dots" refer to the company's individual BTC purchases, which now total 102 events. MicroStrategy is the largest corporate Bitcoin holder, with 738,731 BTC (approx. 3.5% of total supply) acquired at an average price of ~$75,863. The company employs a leveraged financial strategy, raising capital by issuing new shares or convertible debt to fund further Bitcoin purchases. This approach is praised by supporters as visionary but criticized by others, including Peter Schiff, as a high-risk gamble dependent entirely on Bitcoin's long-term price appreciation. Analysts note that if the current pace continues, MicroStrategy's holdings could surpass the estimated coins belonging to Satoshi Nakamoto by 2027. The success or failure of this strategy is ultimately tied to the future value of Bitcoin.

ambcrypto03/16 18:37

‘Stretch the orange dots’ – Saylor hints Strategy’s Bitcoin spree isn’t over

ambcrypto03/16 18:37

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