瑞士央行持有 73.63 万股 Strategy 股票，价值约 7239 万美元
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Jiang Zhuoer: Bull Market Strategy May See Sell-off of Hundreds of Thousands of Coins
According to Foresight News , Jiang Zhuoer, founder of BTC.com, commented on Strategy (MSTR)'s (MSTR's) sale of Bitcoin today, stating that this move signifies the breaking of MSTR's "never sell Bitcoin" promise. Jiang pointed out that MSTR currently has $2.55 billion in cash reserves, enough to cover 17.6 months of interest expenses. It is puzzling that MSTR would proactively sell more Bitcoin than it needs, given that it doesn't lack liquidity. He believes that even if it needs US dollars, MSTR could easily solve this by issuing new common stock, which would dilute the amount of Bitcoin per share but would maintain market confidence. Jiang further speculated that MSTR's move might indicate a plan to conduct swing trading on its holdings, with the approximately 20,000 Bitcoins approved for sale by the shareholders' meeting likely to be sold gradually, potentially leading to a sell-off of hundreds of thousands of Bitcoins during a bull market.
Strategy MSTR's relative position premium fell below 1, and Bloomberg stated that the trade is crumbling.
Odaily Odaily reports | _2024111120230_ | An article published on the X platform states that Bloomberg claims that due to the decline in Bitcoin, people are no longer willing to pay the high premiums for Strategy MSTR as before. The premium of Strategy MSTR relative to its holdings once reached 200%, but has now fallen below 1, indicating that the trade is breaking down.
Jiang Zhuoer: MSTR may stop purchasing cryptocurrencies and paying dividends in the coming months; its debt ratio is only 10%, and the risk of default is extremely low.
According to Foresight News , Jiang Zhuoer, founder of BTC.com, stated that MicroStrategy's preferred stock, SRC, experienced a significant decoupling, falling to a low of 73, reflecting the panic among US stock market investors regarding Bitcoin. He pointed out that MSTR raised funds through the issuance of new common stock for three consecutive weeks. In the first two weeks, half of the funds raised were used to purchase 1,500 BTC, while in the third week, the amount of shares sold doubled while the amount of Bitcoin purchased decreased to 520 BTC, with most of the funds reserved for paying SRC dividends. He believes this is a clear signal that the company is pessimistic about the future market outlook. Jiang Zhuoer stated that MSTR's cryptocurrency purchases are expected to decrease significantly in the coming months, and may even cease altogether, with the funds instead used to pay STRC dividends. He also emphasized that STRC is preferred stock, not debt, meaning the company only needs to pay dividends and not repay the principal. Currently, MSTR's debt ratio is only about 10%, and unless the Bitcoin bear market lasts for a decade, MSTR does not face the risk of "collapse."
MGBX will launch spot trading for AMDB (Advanced Micro Devices), EWYB (iShares MSCI South Korea ETF), INTCB (Intel), and MSTRB (Strategy Inc).
According to Odaily sources, MGBX will be available for spot trading on AMDB (Advanced Micro Devices), EWYB (iShares MSCI South Korea ETF), INTCB (Intel), and MSTRB (Strategy Inc) at 18:00 (SGT) on June 24, 2026. Top-up opening time: June 24, 2026, 16:00 (SGT) Trading opens on June 24, 2026 at 18:00 (SGT). Withdrawals will reopen on June 25, 2026 at 19:00 (SGT).
Strategy has a paper loss of $9.093 billion on its BTC holdings, while BitMine has a paper loss of $9.32 billion on its ETH holdings.
Foresight News , based on Ember's monitoring, Strategy (MSTR) holds a total of 847,363 BTC with an average cost of $75,651, resulting in a floating loss of approximately $9.093 billion (-14.2%); BitMine (BMNR) holds a total of 5,672,956 ETH with an average cost of $3,407, resulting in a floating loss of approximately $9.32 billion (-48.2%).
Strategy added 520 BTC last week, bringing its total holdings to 847,363 BTC.
According to Foresight News , in its 8-K filing with the U.S. Securities and Exchange Commission, Strategy purchased 520 bitcoins between June 15 and 21, 2026, at an average price of approximately $67,068, totaling approximately $34.9 million. The funds were raised through the MSTR stock ATM program. During the same period, the company sold 2.7148 million shares of MSTR common stock through ATMs, raising net proceeds of approximately $335.5 million. As of June 21, 2026, Strategy held a total of 847,363 bitcoins, with a total cost basis of approximately $64.1 billion and an average price of approximately $75,651. As of June 21, the company's dollar reserves stood at $1.4 billion, an increase of approximately $300 million from the previous week.