Strategy’s latest SEC filing shows a week of selling $467 million in its own shares, buying zero Bitcoin, and stacking a $3 billion pile of dollars. The machine that defined the bull market is now running its famous loop in reverse, and the filings let you watch it happen beat by beat. For four years, … Read more
On June 29, Strategy quietly filed for the right to sell Bitcoin. We covered it while crypto twitter argued about whether it mattered. It is July 6. They’ve sold 3,588 BTC for $216 million, at prices below their own average cost, and the filing says the $1.25 billion program hasn’t even been touched yet. Also … Read more
Arkham alerts showing billions moving from BlackRock to Coinbase Prime sent CT into “BLACKROCK IS DUMPING” mode this week. The boring truth is better than the panic: it’s redemption plumbing, the sellers are the fund’s own investors, and the on-chain data says they sold the bottom to the exact people they were supposed to replace. … Read more
So the company that turned “never selling” into a personality trait just quietly told the SEC it might start selling. Let’s talk about it. If you’ve been in crypto longer than five minutes you know Strategy. Used to be MicroStrategy, run by Michael Saylor, the guy who looks like he ascended to a higher plane … Read more
