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Strategy has made no BTC purchases since buying 520 BTC for roughly $35M on June 22, and instead sold 3,588 BTC across two June 30 transactions for a combined $216M, cutting holdings to 843,775 BTC. The pivot from serial accumulation to liquidity defense removes a structural bid that has supported spot BTC and underpinned MSTR's NAV-premium equity story, so both face flow and sentiment pressure. Watch upcoming 8-K disclosures for whether sales continue or buying resumes, as sustained selling would mark a regime change in the largest corporate treasury holder's behavior.
As a Crypto signal, watch whether it changes price action, volatility, or flows around MSTR, BTC.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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