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Strategy (MSTR) chairman Michael Saylor posted 'We're Back' on X, which the market read as the first bitcoin purchase since June 22 after roughly two months of no accumulation and a stretch of balance-sheet-driven BTC sales that began in May and has recently stopped. The signal matters mainly as a flow story: Strategy has been the largest corporate marginal bidder for BTC, and a shift from seller to buyer removes an overhang while restoring the leveraged-proxy bid that drives MSTR's premium to net asset value. Confirmation requires the actual 8-K or Monday disclosure showing purchase size and funding source, since equity or preferred issuance at a thin mNAV would cap how sustainable the renewed demand is.
As a Crypto signal, watch whether it changes price action, volatility, or flows around MSTR, BTC.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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