Binance Square

微策略

15,505 views
16 Discussing
比特币袁
--
Bullish
See original
What is there to earn from those few dollars of retail investors? Raise the price of Bitcoin to 100,000 and make MicroStrategy a component of the S&P 500. That is real wealth. Take money from the pockets of institutions and funds. #比特币 #btc #微策略
What is there to earn from those few dollars of retail investors?
Raise the price of Bitcoin to 100,000 and make MicroStrategy a component of the S&P 500. That is real wealth. Take money from the pockets of institutions and funds. #比特币 #btc #微策略
--
Bullish
See original
📢 Bitcoin's 21 Golden Rules 1. People who understand buy #bitcoin 2. People who don't understand criticize Bitcoin 3. Everyone was against #BTC before they supported BTC 4. You never stop learning about Bitcoin 5. Bitcoin is driven by chaos 6. Bitcoin is the only game in the casino that we can all win 7. BTC is the only thing in the universe you can truly own 8. Everyone gets Bitcoin at the price they deserve 9. Only buy Bitcoin with money you can afford to lose 10. Tickets to escape the matrix are denominated in Bitcoin 11. Bitcoin's insights are limited to what is necessary to know 12. All your models will be destroyed 13. The antidote to economic ills is the orange pill 14. Support #比特币 , not against fiat 15. Bitcoin is for everyone 16. Learn to think with Bitcoin 17. You can't change Bitcoin, it will change you 18. Laser eyes protect you from endless lies 19. Respect Bitcoin, otherwise it will make you a clown 20. You won't sell your Bitcoin 21. Spread Bitcoin with love Original text from #微策略 boss, a company with more than 400,000 Bitcoins! {future}(BTCUSDT)
📢 Bitcoin's 21 Golden Rules

1. People who understand buy #bitcoin

2. People who don't understand criticize Bitcoin

3. Everyone was against #BTC before they supported BTC

4. You never stop learning about Bitcoin

5. Bitcoin is driven by chaos

6. Bitcoin is the only game in the casino that we can all win

7. BTC is the only thing in the universe you can truly own

8. Everyone gets Bitcoin at the price they deserve

9. Only buy Bitcoin with money you can afford to lose

10. Tickets to escape the matrix are denominated in Bitcoin

11. Bitcoin's insights are limited to what is necessary to know

12. All your models will be destroyed

13. The antidote to economic ills is the orange pill

14. Support #比特币 , not against fiat

15. Bitcoin is for everyone

16. Learn to think with Bitcoin

17. You can't change Bitcoin, it will change you

18. Laser eyes protect you from endless lies

19. Respect Bitcoin, otherwise it will make you a clown

20. You won't sell your Bitcoin

21. Spread Bitcoin with love

Original text from #微策略 boss, a company with more than 400,000 Bitcoins!
See original
On December 10th, Eastern Time, Microsoft shareholders voted against the proposal to invest in Bitcoin due to reasons such as excessive volatility, lack of long-term value proof, regulatory uncertainty, and long-term interests of shareholders. In response, the owner of #微策略 confirmed this news on social media. He then stated that in 5 years they would understand that everyone would buy Bitcoin at the price they believe is worth it. Although Microsoft voted against investing in Bitcoin this time, that does not mean other companies will make the same decision. When faced with such enterprises or individuals, we need not spend too much energy debating or discussing. As Satoshi Nakamoto famously said: "If you don’t believe it, I don’t have time to convince you." This event has also been marked as #微软比特币投资投票案 and recorded in the annals of Bitcoin's development history. #美联储12月降息预期上升 #BTC重返10万 #puppies,一级市场难得的金狗 $BTC $BNB $PEPE
On December 10th, Eastern Time, Microsoft shareholders voted against the proposal to invest in Bitcoin due to reasons such as excessive volatility, lack of long-term value proof, regulatory uncertainty, and long-term interests of shareholders.

In response, the owner of #微策略 confirmed this news on social media. He then stated that in 5 years they would understand that everyone would buy Bitcoin at the price they believe is worth it.

Although Microsoft voted against investing in Bitcoin this time, that does not mean other companies will make the same decision. When faced with such enterprises or individuals, we need not spend too much energy debating or discussing.

As Satoshi Nakamoto famously said: "If you don’t believe it, I don’t have time to convince you." This event has also been marked as #微软比特币投资投票案 and recorded in the annals of Bitcoin's development history.
#美联储12月降息预期上升 #BTC重返10万 #puppies,一级市场难得的金狗 $BTC $BNB $PEPE
See original
See original
MicroStrategy All in on Bitcoin? Previously, MicroStrategy held 499,096 bitcoins, and now MicroStrategy intends to increase its holdings by 100,000 bitcoins. It’s worth noting that Binance's bitcoin reserves are only 600,000, which means MicroStrategy's reserves are already equivalent to all the bitcoins held by Binance users. If MicroStrategy doesn't make a profit this time, they will have to start repaying debts, and they may also sell off a large portion, which could lead to an epic sell-off in the market. This really is betting all their worth. #微策略 $BTC [点击进入币安王牌KOL专属群](https://www.binance.com/zh-CN/service-group-landing?channelToken=Opx7mq8w0WGipG9HCFEd1g&type=1)
MicroStrategy All in on Bitcoin?

Previously, MicroStrategy held 499,096 bitcoins, and now MicroStrategy intends to increase its holdings by 100,000 bitcoins. It’s worth noting that Binance's bitcoin reserves are only 600,000, which means MicroStrategy's reserves are already equivalent to all the bitcoins held by Binance users.

If MicroStrategy doesn't make a profit this time, they will have to start repaying debts, and they may also sell off a large portion, which could lead to an epic sell-off in the market. This really is betting all their worth.
#微策略 $BTC
点击进入币安王牌KOL专属群
--
Bullish
See original
#微策略 (#MicroStrategy ) This wave of operations is getting more and more interesting! 📈 Michael Saylor has been posting tracker information on his Bitcoin holdings on Twitter for the eighth consecutive week. This move really seems to suggest that the next increase in holdings may be around the corner? 🎯 Micro-strategy has always been the "big whale" in the Bitcoin market. Every time they increase their holdings, the currency circle will set off a small climax. If they continue to buy this time, then market sentiment is likely to be boosted again. The key is, how much BTC will they buy this time? Is it just a few hundred like before, or is it more generous to increase the position? 💰 My view on this is that the actions of micro-strategies often have indicator significance, because behind each increase in their holdings, they may reflect long-term confidence in the market. If they really increase their holdings, it may stimulate a price rebound in the short term, but more importantly, their move may further consolidate Bitcoin's positioning as "digital gold." So what do we do? 1️⃣ Observe whether the micro-strategy actually has news of increasing holdings, and pay attention to relevant data updates. 2️⃣ If the holding amount is large, the market may have a wave of sentiment, and you can consider short-term operations, but you must set a stop loss position. 3️⃣ Long-term players can watch the show calmly and regard this as an opportunity to strengthen their faith. Finally, this wave of "continuous operations" by Michael Saylor is an indicator of market confidence and a reaffirmation of the value of Bitcoin! Do you think they will try again? You might as well chat in the comments🔥 #比特幣 #BTC增持 #本周微策略是否继续增持BTC? $BTC {spot}(BTCUSDT)
#微策略 (#MicroStrategy ) This wave of operations is getting more and more interesting! 📈
Michael Saylor has been posting tracker information on his Bitcoin holdings on Twitter for the eighth consecutive week. This move really seems to suggest that the next increase in holdings may be around the corner? 🎯
Micro-strategy has always been the "big whale" in the Bitcoin market. Every time they increase their holdings, the currency circle will set off a small climax. If they continue to buy this time, then market sentiment is likely to be boosted again. The key is, how much BTC will they buy this time? Is it just a few hundred like before, or is it more generous to increase the position? 💰

My view on this is that the actions of micro-strategies often have indicator significance, because behind each increase in their holdings, they may reflect long-term confidence in the market. If they really increase their holdings, it may stimulate a price rebound in the short term, but more importantly, their move may further consolidate Bitcoin's positioning as "digital gold."

So what do we do?
1️⃣ Observe whether the micro-strategy actually has news of increasing holdings, and pay attention to relevant data updates.
2️⃣ If the holding amount is large, the market may have a wave of sentiment, and you can consider short-term operations, but you must set a stop loss position.
3️⃣ Long-term players can watch the show calmly and regard this as an opportunity to strengthen their faith.

Finally, this wave of "continuous operations" by Michael Saylor is an indicator of market confidence and a reaffirmation of the value of Bitcoin! Do you think they will try again? You might as well chat in the comments🔥

#比特幣 #BTC增持
#本周微策略是否继续增持BTC?
$BTC
See original
How much Bitcoin has MicroStrategy accumulated in the past two years? #微策略 #strategy #比特币 Financing Overview: “In the past two years, Strategy has been quite active in financing to buy more Bitcoin. Selling stocks, issuing bonds, it’s like using all 'eighteen martial arts'. Next, let’s break down the specific operations.” Key Financing Events (clear timeline, key points highlighted): Q3 2024: $2.1 billion in hand Sold 8 million shares of Class A common stock, raising $1.1 billion. Issued convertible senior notes, securing $1 billion. “This round of operations directly stuffed Strategy with $2.1 billion in cash, making it more confident in buying Bitcoin!” October 30, 2024: '21/21 Plan' Shock Announcement Announced a grand plan to raise $42 billion over the next three years (2025-2027). Divided into two parts: $21 billion from selling stocks, $21 billion from issuing bonds or preferred stocks. “This is a big deal, directly stating: our love for Bitcoin will never stop!” January 3, 2025: Preferred Stock Financing of $2 billion Plans to issue preferred stocks to raise $2 billion, expected to be completed in Q1 2025. “As soon as the money is in hand, the Bitcoin warehouse will be stocked up again!” March 10, 2025: $21 billion ATM Equity Issuance Launch of a $21 billion ATM (At-the-Market) plan, issuing perpetual convertible preferred stock with an 8% dividend. “ATM means selling stocks for cash anytime, as flexible as street performers, making money whenever they want!” Purpose of Financing: “These funds are not for playing around; they will all be poured into Bitcoin! Strategy aims to build a super Bitcoin empire, pretty hardcore, right?” #比特币 #比特币期权
How much Bitcoin has MicroStrategy accumulated in the past two years? #微策略 #strategy #比特币

Financing Overview:

“In the past two years, Strategy has been quite active in financing to buy more Bitcoin. Selling stocks, issuing bonds, it’s like using all 'eighteen martial arts'. Next, let’s break down the specific operations.”
Key Financing Events (clear timeline, key points highlighted):
Q3 2024: $2.1 billion in hand
Sold 8 million shares of Class A common stock, raising $1.1 billion.
Issued convertible senior notes, securing $1 billion.
“This round of operations directly stuffed Strategy with $2.1 billion in cash, making it more confident in buying Bitcoin!”
October 30, 2024: '21/21 Plan' Shock Announcement
Announced a grand plan to raise $42 billion over the next three years (2025-2027).
Divided into two parts: $21 billion from selling stocks, $21 billion from issuing bonds or preferred stocks.
“This is a big deal, directly stating: our love for Bitcoin will never stop!”
January 3, 2025: Preferred Stock Financing of $2 billion
Plans to issue preferred stocks to raise $2 billion, expected to be completed in Q1 2025.
“As soon as the money is in hand, the Bitcoin warehouse will be stocked up again!”
March 10, 2025: $21 billion ATM Equity Issuance
Launch of a $21 billion ATM (At-the-Market) plan, issuing perpetual convertible preferred stock with an 8% dividend.
“ATM means selling stocks for cash anytime, as flexible as street performers, making money whenever they want!”
Purpose of Financing:
“These funds are not for playing around; they will all be poured into Bitcoin! Strategy aims to build a super Bitcoin empire, pretty hardcore, right?”

#比特币 #比特币期权
See original
$BTC plummets, will MicroStrategy sell $BTC? This week, MicroStrategy has again interrupted its purchasing process for $BTC. The $2 billion that MicroStrategy just raised has all been used to buy Bitcoin. The cryptocurrency market's crash has caused MicroStrategy's stock to also plummet, making financing more difficult; even the landlord's family has no surplus grain. Some people are worried: MicroStrategy may be forced to sell Bitcoin, leading to a chain liquidation and triggering a spiral decline in Bitcoin. This should not happen for two reasons: first, MicroStrategy has very low debt, and the maturity date for its financing bonds is in 2028, which will cross through another bull-bear cycle, giving ample time. Secondly, the founder holds over 40% of the voting rights, effectively giving him veto power; he has just stated: he would rather sell a kidney than sell Bitcoin. #微策略
$BTC plummets, will MicroStrategy sell $BTC? This week, MicroStrategy has again interrupted its purchasing process for $BTC. The $2 billion that MicroStrategy just raised has all been used to buy Bitcoin.
The cryptocurrency market's crash has caused MicroStrategy's stock to also plummet, making financing more difficult; even the landlord's family has no surplus grain.
Some people are worried: MicroStrategy may be forced to sell Bitcoin, leading to a chain liquidation and triggering a spiral decline in Bitcoin.
This should not happen for two reasons: first, MicroStrategy has very low debt, and the maturity date for its financing bonds is in 2028, which will cross through another bull-bear cycle, giving ample time.
Secondly, the founder holds over 40% of the voting rights, effectively giving him veto power; he has just stated: he would rather sell a kidney than sell Bitcoin. #微策略
See original
I do not recommend the excessive centralization of Bitcoin! Because human nature is unpredictable, you are still sticking to his #微策略 backside and blowing~ The largest corporate holder of Bitcoin, MicroStrategy (MSTR), announced its Q4 2024 financial report on the 5th, revealing losses far exceeding market expectations. The company also announced a rebranding, changing its name to 'Strategy', emphasizing a focus on corporate strategy centered around Bitcoin. According to the financial report, Strategy's Q4 revenue was $120.7 million, a 3% decrease compared to the same period last year, and below the consensus of market analysts compiled by Visible Alpha. Additionally, the company's net loss for the quarter reached $670.8 million, equivalent to a loss of $3.03 per share, whereas the same period last year saw a profit of $89.1 million, with a loss of 50 cents per share.
I do not recommend the excessive centralization of Bitcoin!
Because human nature is unpredictable,
you are still sticking to his #微策略 backside and blowing~

The largest corporate holder of Bitcoin, MicroStrategy (MSTR), announced its Q4 2024 financial report on the 5th, revealing losses far exceeding market expectations. The company also announced a rebranding, changing its name to 'Strategy', emphasizing a focus on corporate strategy centered around Bitcoin.

According to the financial report, Strategy's Q4 revenue was $120.7 million, a 3% decrease compared to the same period last year, and below the consensus of market analysts compiled by Visible Alpha. Additionally, the company's net loss for the quarter reached $670.8 million, equivalent to a loss of $3.03 per share, whereas the same period last year saw a profit of $89.1 million, with a loss of 50 cents per share.
My 30 Days' PNL
2025-01-11~2025-02-09
+$622.39
+21.67%
See original
Anyway, the big brother won't be able to go up in a short time If MicroStrategy buys Ethereum at a low exchange rate $ETH Then the altcoin season will surely take off #微策略 #以太質押
Anyway, the big brother won't be able to go up in a short time

If
MicroStrategy buys Ethereum at a low exchange rate $ETH

Then the altcoin season will surely take off

#微策略
#以太質押
See original
MicroStrategy (MicroStrategy) BTC Holding Analysis#比特币价格走势分析 MicroStrategy's stock price has recently continued to plummet, falling below $250 (a drop of over 50% from the historical high of $543). Its subsequent impact can be analyzed from the following key perspectives: 1. Financing ability is constrained, and the pace of Bitcoin accumulation may slow Market capitalization premium rate has significantly shrunk Currently, MicroStrategy's market capitalization premium rate (the ratio of market cap to Bitcoin holding value) has dropped from 3.4 in November 2024 to 1.6, indicating a significant decline in its ability to finance through issuing stocks or bonds. Previously, the company relied on a cycle of 'bond financing → purchasing Bitcoin → boosting stock price → refinancing,' but the shrinking premium rate will make this model difficult to sustain, possibly forcing a slowdown in Bitcoin accumulation speed.

MicroStrategy (MicroStrategy) BTC Holding Analysis

#比特币价格走势分析
MicroStrategy's stock price has recently continued to plummet, falling below $250 (a drop of over 50% from the historical high of $543). Its subsequent impact can be analyzed from the following key perspectives:
1. Financing ability is constrained, and the pace of Bitcoin accumulation may slow
Market capitalization premium rate has significantly shrunk
Currently, MicroStrategy's market capitalization premium rate (the ratio of market cap to Bitcoin holding value) has dropped from 3.4 in November 2024 to 1.6, indicating a significant decline in its ability to finance through issuing stocks or bonds. Previously, the company relied on a cycle of 'bond financing → purchasing Bitcoin → boosting stock price → refinancing,' but the shrinking premium rate will make this model difficult to sustain, possibly forcing a slowdown in Bitcoin accumulation speed.
See original
#微策略 I see someone mentioning concerns about MicroStrategy facing a crisis, so I asked AI about it. Key Points MicroStrategy currently has no plans to sell its coins and is actively increasing its Bitcoin holdings. As of April 1, 2025, it holds 528,185 Bitcoins at an average purchase price of approximately $66,384.56 per coin. If Bitcoin prices remain below $40,000-$50,000, it may put financial pressure on MicroStrategy, but the risk of a collapse in the short term is relatively low. The company's debt mainly consists of convertible bonds with long-term maturities, and the cash flow from its software business can cover operations, alleviating the pressure to sell coins. Background MicroStrategy is known for holding a large amount of Bitcoin, and its executive chairman, Michael J. Saylor, has publicly expressed optimism about Bitcoin's long-term prospects and emphasized a “buy and hold” strategy. The company raises funds through issuing stocks and bonds, continuously increasing its Bitcoin holdings. As of April 1, 2025, it holds 528,185 Bitcoins at a total cost of approximately $33.139 billion. Financial Status MicroStrategy's long-term debt was $7.191 billion at the end of 2024, mainly consisting of convertible bonds, with most maturing in 2027 and beyond. The company reported a net loss of $1.79 billion in 2024, mainly due to Bitcoin impairment losses, but its software business has an annual revenue of about $500 million, with a high operating profit margin that can cover annual interest expenses of $351 million and preferred stock dividends of $584 million, totaling about $935 million in fixed obligations. Collapse Risk If Bitcoin prices fall significantly, for example, below $40,000-$50,000 and remain depressed, it could lead to a decline in the company's stock price, impacting its ability to raise funds through equity financing. However, due to a flexible debt structure and no plans to sell coins, the likelihood of a collapse in the short term is relatively low. The risk of collapse would only significantly increase if Bitcoin prices were extremely low (e.g., $20,000-$30,000) for an extended period, or if other financial issues arose.
#微策略
I see someone mentioning concerns about MicroStrategy facing a crisis, so I asked AI about it.
Key Points
MicroStrategy currently has no plans to sell its coins and is actively increasing its Bitcoin holdings. As of April 1, 2025, it holds 528,185 Bitcoins at an average purchase price of approximately $66,384.56 per coin.
If Bitcoin prices remain below $40,000-$50,000, it may put financial pressure on MicroStrategy, but the risk of a collapse in the short term is relatively low.
The company's debt mainly consists of convertible bonds with long-term maturities, and the cash flow from its software business can cover operations, alleviating the pressure to sell coins.
Background
MicroStrategy is known for holding a large amount of Bitcoin, and its executive chairman, Michael J. Saylor, has publicly expressed optimism about Bitcoin's long-term prospects and emphasized a “buy and hold” strategy. The company raises funds through issuing stocks and bonds, continuously increasing its Bitcoin holdings. As of April 1, 2025, it holds 528,185 Bitcoins at a total cost of approximately $33.139 billion.
Financial Status
MicroStrategy's long-term debt was $7.191 billion at the end of 2024, mainly consisting of convertible bonds, with most maturing in 2027 and beyond. The company reported a net loss of $1.79 billion in 2024, mainly due to Bitcoin impairment losses, but its software business has an annual revenue of about $500 million, with a high operating profit margin that can cover annual interest expenses of $351 million and preferred stock dividends of $584 million, totaling about $935 million in fixed obligations.
Collapse Risk
If Bitcoin prices fall significantly, for example, below $40,000-$50,000 and remain depressed, it could lead to a decline in the company's stock price, impacting its ability to raise funds through equity financing. However, due to a flexible debt structure and no plans to sell coins, the likelihood of a collapse in the short term is relatively low. The risk of collapse would only significantly increase if Bitcoin prices were extremely low (e.g., $20,000-$30,000) for an extended period, or if other financial issues arose.
See original
MicroStrategy announced today that it has completed the issuance of $2 billion in convertible notes. And bought 20,356 $BTC at an average price of $97,514. The price is obviously higher than the spot market price, which should be executed through OTC and the contract is signed in advance. #微策略
MicroStrategy announced today that it has completed the issuance of $2 billion in convertible notes.
And bought 20,356 $BTC at an average price of $97,514.
The price is obviously higher than the spot market price, which should be executed through OTC and the contract is signed in advance. #微策略
See original
Is BlackRock's increase in MicroStrategy shares a black swan? Why are so many people starting to short Ethereum?Cover design | Senka Source: Talking about Li and other things I saw an interesting article, according to CoinDesk: In a recent 13G form filing, BlackRock (BLK) disclosed that it currently holds 5% of Strategy (MSTR), equivalent to approximately 11.2 million shares. As of September 30, 2024, this is an increase of 0.91% from the previous 4.09% holding. As shown in the figure below. BlackRock’s IBIT is currently the largest BTC ETF, with assets under management exceeding $56 billion as of the time of writing. See the figure below.

Is BlackRock's increase in MicroStrategy shares a black swan? Why are so many people starting to short Ethereum?

Cover design | Senka
Source: Talking about Li and other things

I saw an interesting article, according to CoinDesk: In a recent 13G form filing, BlackRock (BLK) disclosed that it currently holds 5% of Strategy (MSTR), equivalent to approximately 11.2 million shares. As of September 30, 2024, this is an increase of 0.91% from the previous 4.09% holding. As shown in the figure below.

BlackRock’s IBIT is currently the largest BTC ETF, with assets under management exceeding $56 billion as of the time of writing. See the figure below.
--
Bullish
See original
In the past two months, the net inflow of BTC spot ETFs in the U.S. was +$17.43B ETH total assets net value $120.71B (accounting for 5.76% of total market cap) In the past two months, BTC increased by +63.01% In the past two months, total net inflow of ETFs increased by 109% The inflow of U.S. stock spot ETFs is highly correlated with BTC's increase, and the influx of incremental funds brings significant benefits, but recently there has been dynamic competition around the price level of $100,000. The direction of capital from major U.S. capital teams such as BlackRock, Grayscale, Fidelity, and MicroStrategy strongly determines the future trend of BTC! #BTC再创新高 #BTC现货ETF #贝莱德 #灰度 #微策略
In the past two months, the net inflow of BTC spot ETFs in the U.S. was +$17.43B
ETH total assets net value $120.71B (accounting for 5.76% of total market cap)
In the past two months, BTC increased by +63.01%
In the past two months, total net inflow of ETFs increased by 109%

The inflow of U.S. stock spot ETFs is highly correlated with BTC's increase, and the influx of incremental funds brings significant benefits, but recently there has been dynamic competition around the price level of $100,000. The direction of capital from major U.S. capital teams such as BlackRock, Grayscale, Fidelity, and MicroStrategy strongly determines the future trend of BTC!
#BTC再创新高 #BTC现货ETF #贝莱德 #灰度 #微策略
Login to explore more contents
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number