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← @adambliv

$MSTR

BULLISH2026-07-20
Price around the call
↑ 2026-07-20
By horizonMaturing · ~16 trading days to go
1d
✗ -1.8%
5d
…
21d
…
Original post
Adam Livingston · 2026-07-20

It is actually hilarious how easily Strategy is surviving this Bitcoin bear market. They've added 169,992 Bitcoin so far in 2026. They increased their Bitcoin stack by 25.47% by July 6. They have raised approximately $16.49 billion YTD. That is $122.16M PER TRADING DAY. Their monthly dividend bill is $146.91 million and they raise 83.1% of that EVERY DAY. All dividends paid. Perfect track record. $1.5 billion of debt paid off. USD reserve replenished. CEBE mNAV back up to 1.03x so they can just sell more MSTR for cash or Bitcoin this week. Net leverage is down to 6% of their balance sheet. 2026 is a cake walk compared to 2022. $MSTR is DFV.

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