Strategy社は6月7日までの週に、約1億100万ドルで1,550ビットコインを取得した。この購入により、同社の総保有量は845,256 BTCに増加した。また、米ドル準備金も1億ドル増額され、10億ドルに達した。
今回の取得資金は、同社のアット・ザ・マーケット（ATM）株発行プログラムを通じた普通株式の売却で調達した1億8100万ドルによって賄われた。Strategy社は月曜日の開示資料でこの動きを明らかにした。これは同社が先週、4年ぶりとなる32ビットコインの売却を行ったことに続く動きであり、今回の購入は純蓄積の再開を意味する。株主は、変動利付シリーズA永久ストレッチ優先株の配当を半月ごとの支払いに変更することを承認した。新しいスケジュールは、6月30日を基準日、7月15日を支払日として開始される。月曜日のビットコイン価格は63,400ドル付近で取引され、過去24時間で約1.3％上昇した。
X（旧Twitter）上での初期の反応では、Strategy社の戦略的な蓄積と批判に対する回復力が高く評価されている一方で、「売却しない」方針を破ったことや株主の希薄化の可能性に対する懐疑的な意見も見られた。中立的な投稿では、購入の詳細と現金増強の事実が伝えられている。
STRATEGY BUYS 1,550 BITCOIN AND INCREASES USD RESERVE TO $1 BILLION
— Adam Livingston (@AdamBLiv) 2026年6月8日
This is strange, I was told the company was going to COLLAPSE after selling Bitcoin?
It’s almost like the MSTR bears, haters, and losers have no idea what they’re talking about.
Shocker! https://t.co/zgHHnZgtxE
Strategy did not panic sell. They engineered a discount.
— Abidemie. (Disruptor) (@TheDisruptorX) 2026年6月9日
Sell 32. Crash the price. Buy 1,550 at the dip. Net 203 extra BTC for free.
That is not trading. That is chess while retail plays checkers.
YOU panic sold during that same dip didn't you. Be honest.
Strategy Inc. just broke its "Never Sell" rule.
— Chain Street (@chainstreetnews) 2026年6月8日
After selling 32 BTC, they turned around and bought 1,550 BTC using stock issuance.
Is this disciplined accumulation or just diluting shareholders to buy the dip?👇https://t.co/emFseMIgdl
JUST IN: Michael Saylor announces Strategy bought 1,550 BTC last week
— That Martini Guy ₿ (@MartiniGuyYT) 2026年6月8日
They also increased their USD reserves by $100 million to $1 billion pic.twitter.com/QZ3Siz7nyQ
Strategy acquired +1,550 #BTC after three weeks without new purchases and sold -32 BTC on June 1
— G a a h (@gaah_im) 2026年6月8日
Strategy cost basis is around $75,681 and despite sale, the amount of #Bitcoin in holdings increased to 845,260 $BTC https://t.co/7pkYjooSbe pic.twitter.com/iI1ZdBqge2
AIによるレポート AIによって生成された画像
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.
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.
AIによるレポート
Strategy disclosed the sale of 32 Bitcoin in late May, marking its first such transaction to cover preferred stock payments. The move rattled investors and contributed to a sharp drop in the company's shares and Bitcoin prices.
Strategy is approaching the $28 billion issuance limit on its STRC preferred stock, yet the company continues to convert investor demand into spot bitcoin buys through a monthly funding cycle. Recent data shows purchases slowed after April's peak but remain active ahead of this week's ex-dividend deadline.
AIによるレポート
Bitcoin has returned to a key price zone between $66,900 and $68,000 following a sale by Strategy. The move comes amid broader market pressure from ETF outflows.
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.
AIによるレポート
Strategy moved more than 411 Bitcoin to Coinbase Prime on May 29. The transfer has drawn scrutiny over the company's financing model amid shrinking cash reserves.