Key facts
Michael Saylor tweeted "There is always room for more orange" on Sunday, the latest in a series of mysterious posts that usually appear before Strategy's weekly Bitcoin purchase disclosures, but no new purchases have been confirmed so far.
After four weekly purchases since late August, Strategy confirmed that the number of bitcoins it holds has climbed to 848,000. During this period, purchases were suspended in early September, adding a total of 7,552 bitcoins. The most recent purchase was 334 bitcoins for US$28.7 million between October 1 and 4.
MSTR shares closed Friday at $154.34, up 1.89%; at the time of writing, Bitcoin was trading at close to $83,600. If Siler's post is related to any new purchase, the confirmation is usually posted within a day or two.
Strategy Chairman signals possible to buy Bitcoin again
Strategy Executive Chairman Michael Siler hinted at another possible Bitcoin (BTC) purchase in a social media post on Sunday, continuing the company's weekly purchase disclosure pattern before holding close to 850,000 BTC positions. As of now, no new purchases have been confirmed.
Strategy is the largest enterprise-level Bitcoin holder, and its purchasing behavior has historically relied in part on its ability to sell shares above the value of the net assets it holds. This premium has narrowed significantly since 2024.
塞勒在帖子中写道:“永远有空间容纳更多橙色。”这句话指的是比特币支持者使用的代币颜色品牌标识,并呼应了此前在Strategy公司确认每周购买前发布的预告内容。
八月以来的四次每周比特币购买
根据SEC文件显示,该公司在8月24日至30日期间购买了4,603枚比特币,花费3.697亿美元;随后直到9月14日至20日那一周才报告进一步购买,当时以7,570万美元购入950枚比特币,此次收购使其有望创下新的持仓记录。
根据其他监管文件,该公司在接下来的一周又增加了1,665枚比特币,价值1.427亿美元;并在10月1日至4日期间额外购入334枚比特币,价值2,870万美元。截至10月4日,其总持仓达到84.8万枚比特币。
MSTR股价与比特币溢价的缩小
MSTR股票周五收盘价为154.34美元,当日上涨1.89%。在撰写本文时,比特币交易价格略涨,接近83,600美元。

Strategy公司每周购买的规模与其股票相对于其所持比特币的价值溢价(即mNAV倍数)密切相关。该倍数在2024年曾接近3倍,而根据BitMEX研究博客的数据,到2026年中已压缩至约1.1倍。
Still, Strategy continues its weekly accumulation pattern, which has become part of a broader trend-more and more public companies are holding Bitcoin as a corporate treasury asset. Strive, another smaller holder, owns 25,000 bitcoins and recently launched a leveraged ETF linked to its shares.

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