BBX: Treasury Relay under "Extreme Pressure" - Strategy's holdings exceed 710000, global institutions initiate "deleveraging" to increase holdings during February drawdown

BBX News: Last week, against the backdrop of deep price adjustments in the global cryptocurrency market and Bitcoin reaching the $60000 mark, listed companies demonstrated strong "allocation inertia" and "financial robustness optimization" characteristics: ——Giant scale leap: Strategy (NASDAQ: $MSTR) disclosed that its Bitcoin holdings have reached 713502, and this week it purchased 855 through an ATM program to counter the market trend. The company raises funds through the issuance of perpetual preferred shares, utilizing capital market premiums to continuously dilute holding costs and solidify its position as the world's largest corporate holder. ——Treasury integration upgrade: Strict Enterprises (NASDAQ: $ASST) has completed the full stock acquisition of Semler Scientific, with a total holding of 12797.9 shares. The company has fully repaid all pledged loans through financing, achieving 100% unsecured holding and rising to the 11th largest holder in the world. ——Asian Defense Investment: Metaplanet (TSE: 3350) confirms that it will complete a $137 million funding round in mid month. The CEO stated that even in the face of short-term floating losses, they will adhere to the growth strategy of "earnings per BTC" and aim to become the first non mining company in Asia to hold 50000 BTC. ——Ecological diversification card position: DeFi Development Corp (NASDAQ: $DFDV) disclosed holding 2.22 million SOLs and generating native revenue through staking agreements; Thumzup Media (NASDAQ: $TZUP) has been authorized by its board of directors to expand its treasury configuration to include multiple currencies such as ETH, SOL, XRP, etc. The market is showing a clear trend of "valuation inversion repair" and "shifting from single hoarding to sovereign governance". Source: bbx.com