The Data Nerd
The Data Nerd|Aug 12, 2026 11:03
.@MicroStrategy is about to flip back to buying. CEO Phong Le says they plan to resume BTC purchases before the end of 2026, after a stretch of tactical selling to shore up the balance sheet. Zoom out and the "seller" narrative falls apart: ~175,000 BTC bought this year vs ~7,000 sold. Still a massive net buyer. The recent sells were about capital structure, not conviction.(The Data Nerd)
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