Strategy, led by Michael Saylor, continues to accumulate Bitcoin even in tough times for the crypto market. Recent data shows that the pace of accumulation is changing, but the overall asset volume remains impressive.
Bitcoin Accumulation: Purchase Dynamics
Strategy accumulates Bitcoin with great zeal, currently holding 636,505 BTC, acquired for approximately 46.95 billion dollars. In August, the company purchased 7,714 BTC, significantly less than the 31,466 BTC acquired in July. These purchases were financed through stock issuances.
Dividends and Expert Opinions
The price of MSTR stocks has fallen by 16%, while dividends were raised from 9% to 10%, provoking mixed interpretations among investors. Critics claim this move is rather artificial, while Benchmark analysts defend Saylor's strategy, arguing that the pressure on MSTR results stems from a shrinking premium to Bitcoin assets.
Potential Inclusion in the S&P 500
Strategy may enter the S&P 500 index in the next rebalance in September. The company meets core criteria with positive earnings and good capitalization. However, dependence on unrealized capital gains from Bitcoin raises questions about the stability of such revenues.
Strategy continues to firmly build its assets despite volatility and criticism. Analyzing current strategies allows us to identify key factors influencing its market positions.
