世界最大のビットコイン保有企業であるStrategy社は、5月15日、2029年満期の転換社債のうち元本総額約15億ドル分を、推定13億8,000万ドルの現金で買い戻すことに合意した。同社は、手元資金、ATM（当行売出し）による株式発行、またはビットコインの売却益を通じてこの取引の資金を調達する可能性がある。
同社は買い戻した社債を消却する予定であり、これにより2029年満期の社債の未償還残高は約15億ドルとなる。Strategy社は、フォーム8-Kの提出書類の中でこれらの詳細を公表し、ビットコインが今回の買い戻しおよび将来の債務履行における資金源の一つとなり得ると言及した。
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Strategy purchased 535 bitcoin last week for about 43 million dollars at an average price of 80,340 dollars per coin. The acquisition came days after the company signaled it might sell some holdings to fund dividends or retire debt. Executive chairman Michael Saylor said any such sales would have minimal net impact.
Strategy acquired 24869 bitcoin last week in a purchase valued at 2.01 billion dollars. The transaction was funded largely through sales of its preferred stock. The move increased the firm's total holdings to 843738 bitcoin.
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Strategy has acquired $200 million (~2,985 BTC) in bitcoin at around $67,000 per coin, its third-largest purchase of 2026. This boosts total holdings from January's 709,715 BTC milestone to approximately 720,750 BTC, underscoring persistent accumulation amid lower prices.
Bitcoin climbed above $82,000 on May 6, driven by reports of easing tensions between the United States and Iran. Oil prices fell sharply as President Donald Trump paused a military operation in the Strait of Hormuz. The move triggered more than $200 million in short liquidations.
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Tokenized U.S. Treasuries climbed to a new high of 15.35 billion dollars in value locked on May 13. Bitcoin held above 80,000 dollars but showed limited upside as traders weighed rising odds of a Federal Reserve rate increase. The shift comes ahead of key inflation data and political meetings.
Hut 8, a bitcoin mining and AI compute firm, has replaced its Coinbase Credit facility with a cheaper $200 million bitcoin-backed deal from FalconX. The refinancing lowers the interest rate to 7% from 9% and frees up 3,300 BTC worth about $260 million. The move boosts liquidity as the company expands into AI infrastructure.
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Following a mid-week rally above $68,000, Bitcoin retreated toward $70,000 by early March 6, 2026, erasing $110 billion in market capitalization amid worsening Iran conflict, rising oil prices, and a strengthening U.S. dollar. The pullback occurs despite ongoing institutional adoption, with $2.6 billion in Bitcoin options set to expire, heightening volatility risks.