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← @punterjeff

$MSTR

BULLISH2026-06-02
Price around the call
↑ 2026-06-02
By horizon✗ miss-20.2%
1d
✓ +1.9%
5d
✗ -5.0%
21d
✗ -20.2%
Original post
Jeff Walton · 2026-06-02

Strategy sold 32 Bitcoin last week (~$2.5M) 99.9% of people also missed that they also increased their USD cash reserve by $29 million. (+3.3%) If they increase their cash reserve 3.3% every week, it’d be back at $2.25B by December. In the four trading days last week, $MSTR traded 59.2 million shares. Strategy sold 801,994 (1.35%) These ATM proceeds ATM paid the $STRC dividend + raised the USD cash reserve by 3.3% in a shortened holiday week. Strategy is going to pay the dividends. The balance sheet is arguably more healthy today than in July 2025, when $STRC was launched with a 9% rate. Bunch of koala bears on the feed. Cute, but no real skin in the game. Also bot activity seems incredibly elevated fwiw. Saylor and the Strategy team are preparing to run the largest company on

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