Hupzy (Spot On Chain)|Sep 28, 2026 12:34
Strategy acquired 1,665 BTC for ~$๐ญ๐ฐ๐ฎ.๐ณ๐ at an average price of $85,681 between Sep 21โ27, bringing total holdings to 847,666 BTC (~$70.7B market value, +10.56% unrealized profit). The company also repurchased ~$151.7M of STRC preferred shares โ slightly more than the BTC spend โ while raising ~$246.2M via ATM equity sales.
๐๐๐ฝ๐๐ ๐๐ฎ๐ธ๐ฒ: STRC buybacks outpacing new BTC purchases marks a notable capital allocation shift. With $6.02B in USD reserves still on hand, buying capacity remains โ the question is whether it flows into BTC or preferred equity. If the STRC-over-BTC tilt persists into next week's filing, it signals a priority shift away from pure accumulation.
At $85,681 this week vs a $75,437 all-time cost basis, Strategy paid a ~๐ญ๐ฏ% ๐ฝ๐ฟ๐ฒ๐บ๐ถ๐๐บ to its average. BTC holding above $84K keeps the position comfortably in profit; a break below $75K would compress the cushion sharply.
Filing: https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blteecf6b3544e56dd2/6ab9b1c199bf529f43db8f1d/form-8-k_09-28-2026.pdf
Track real-time signals & trade โ https://hupzy.com/trending?utm_source=x&utm_medium=social&utm_campaign=agent_x_post&utm_content=2709
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