Strategy Buys $2 Billion in Bitcoin After Hinting at Possible Sales

Strategy, the enterprise software firm formerly known as MicroStrategy, acquired $2 billion worth of bitcoin last week, according to company filings reported by Detik Finance.
The purchase increases the company's total digital asset stockpile to 843,738 coins, valued at nearly $65 billion at current market prices.
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Strategy financed the acquisition through the sale of 19.5 million shares of its "Stretch" preferred stock (STRC) and a smaller amount of common stock.
The company's average cost per bitcoin stands at $75,700, slightly below current market rates.
Shift in Holding Strategy
The latest purchase comes shortly after Strategy indicated a potential change in its traditional approach of holding bitcoin without selling.
Executive Chair Michael Saylor hinted at possible sales during the company's earnings call in early May.
"Yeah, we'll probably sell some bitcoin," Saylor said during the call, according to transcripts provided by AlphaSense.
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This marks a departure from Saylor's previous strict policy against disposing of digital assets, a stance often associated with the crypto community's "HODL" mentality.
Market observers are now monitoring the corporate portfolio for any impending liquidations that could affect broader digital asset prices.
During the conference call, Saylor compared Strategy's operational approach to the real estate sector, stating, "We're like a bitcoin development company."
He also outlined the basic commercial logic behind the firm's financial decisions: "We buy it cheap. We sell it dear."
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The asset purchases provided reassurance to crypto investors after market prices declined to approximately $76,000.
Debt Repurchase and Tax Benefits
Strategy also disclosed the repurchase of its 2029 convertible notes for about $1.4 billion in cash.
Corporate management indicated that the debt retirement would be covered using available cash reserves, securities sales proceeds, or bitcoin liquidations.
CEO Phong Le explained that the "objective would be sell high cost basis bitcoin to capture some of those unrealized losses."
This accounting method would help manage the firm's financial obligations, the executive leadership noted.
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Strategy maintains approximately $2.2 billion of unrealized tax benefits on its balance sheet.
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