It is heard that Strategy sold 25,000 bitcoins:native to BSTR through OTC, in exchange for 1.5 billion dollars in cash, with an approximate average price of 60,000 dollars. Although this price is lower than the current average price of MSTR's holdings, considering that MSTR had some low-priced positions early on, it may still be acceptable.

After the OTC, MSTR's cash reserves have risen to 2.9 billion dollars, and BSTR's Bitcoin reserves have increased to 55,021 bitcoins. It is not currently certain whether this is true. If it is true, it has indeed alleviated some of MSTR's cash pressure, while the Bitcoin from the OTC will not put pressure on the spot price of BTC as it is given to another BTC reserve.

The event has not yet been confirmed, so it cannot be determined to be true. Today is Friday, and on Monday, Strategy's official website will update the latest reserve data, at which point it will be known.

It currently still shows holding 847,363 bitcoins.

BSTR is a Bitcoin Treasury company that is preparing to go public through SPAC. Its core model is somewhat similar to Strategy, both using the balance sheet of a publicly traded company to hold BTC.

BSTR plans to go public through a merger with Cantor Equity Partners I, Inc. (CEPO), and it is expected to use BSTR as the trading symbol after the merger is completed. CEPO is a SPAC initiated by an affiliate of Cantor Fitzgerald.

BSTR plans to have 30,021 BTC on its books, with 25,000 BTC contributed by founding shareholders, and an additional 5,021 BTC from a Bitcoin physical PIPE, which is directly injecting financing using BTC. In addition, there is also a maximum of 1.5 billion dollars in fiat currency PIPE financing, and up to about 200 million dollars in cash from CEPO SPAC.

However, the key point is that BSTR cannot yet be fully regarded as a company that is already operating normally after going public. The latest public information shows that CEPO's shareholders meeting to approve the business merger with BSTR, originally scheduled for June 26, 2026, has been postponed to July 2, 2026, and the redemption deadline has also been extended to June 30.

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