Fortune | FORTUNE 4小时前
Michael Saylor’s Strategy makes its third-largest Bitcoin purchase ever
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

MicroStrategy(前身为MicroStrategy Inc.)近期披露,在过去一周内斥资24.6亿美元购买了21,021枚比特币,使其总持仓量达到628,791枚,按当前价格计算价值超过710亿美元。此次购买是该公司自五年前开始积累比特币以来,按美元价值计算的第三大购买。公司通过发行股票和债务融资,已成为企业购买比特币的主导者,即使在价格接近历史高位时也持续增持。MicroStrategy的股价自首次购买加密货币以来已上涨超过3,000%,表现优于比特币及主要股指。尽管面临市场对其高溢价和多种证券发行的担忧,公司已承诺在特定条件下避免低价发行新股。

📈 MicroStrategy持续大手笔购入比特币,近一周内增持21,021枚,总持仓量达到628,791枚,当前市值超710亿美元。这是该公司自启动比特币战略以来的第三大购买,显示其作为企业比特币最大持有者的地位日益巩固。

💰 公司通过多种资本市场工具,包括普通股、优先股发行和债务融资,为大规模比特币购买提供资金支持。例如,最近通过“Stretch”优先股发行筹集资金,并报告了因比特币价格回升和会计变更带来的140亿美元未实现收益。

🚀 MicroStrategy的股票自首次购入比特币以来,股价已飙升超过3,000%,表现远超比特币本身以及标普500和纳斯达克100等主要股指,成功将公司转型为利用公开市场融资进行比特币投资的典范。

⚠️ 尽管MicroStrategy在比特币投资上取得了显著的股价增长,但仍面临批评者的质疑,如Jim Chanos对公司股价相对于比特币持仓的溢价以及频繁的证券发行表示担忧。公司承诺在特定情况下(如覆盖债务利息或优先股股息)之外,不会以低于净资产值2.5倍的价格发行普通股。

Michael Saylor’s Bitcoin juggernaut is at it again, buying near the highs with the kind of capital-markets firepower no other crypto firm can match.

Strategy, formerly known as MicroStrategy Inc., disclosed Monday that it bought $2.46 billion of Bitcoin in the past week—its third-largest purchase by dollar value since it began accumulating the cryptocurrency five years ago. 

The company acquired 21,021 tokens between July 28 and Aug. 3, pushing its total holdings to 628,791 Bitcoin, according to a filing with the U.S. Securities and Exchange Commission. This takes the value of the company’s Bitcoin holdings to more than $71 billion at current prices.

Fueled by a steady stream of stock offerings and debt deals, Saylor has transformed his enterprise software company into the dominant corporate buyer of Bitcoin. Its latest acquisition came at an average price of $117,526 per token, the second-highest price Strategy has ever paid, just behind the $118,940 average last month, according to company data.

The move underscores how Saylor has turned public-company finance into a specialized vehicle to amass Bitcoin—and how Strategy keeps buying even as prices hover near record levels. Strategy is by far the largest corporate holder of Bitcoin, according to a tally by BitcoinTreasuries.net, and has spurred a new industry of public companies following a so-called treasury strategy dedicated to buying and holding cryptocurrencies.

To fund the purchases, Saylor has employed a combination of common and preferred share sales, as well as debt. The company offers four different kinds of securities to investors—launching its latest preferred stock offering, dubbed Stretch, in late July. Strategy reported an unrealized gain of $14 billion in the second quarter, driven by a rebound in Bitcoin’s price and a recent accounting change that required the company to revalue its Bitcoin holdings.

Saylor recently promised he won’t issue new common shares at less than 2.5 times its net asset value, except to cover debt interest or preferred dividends. This comes after critics like Jim Chanos voiced concerns on the premium Strategy’s Bitcoin holdings have on its share price and the many security offerings the company offers.

Strategy’s stock has surged more than 3,000% since its first crypto purchase, outpacing Bitcoin itself as well as major stock indices like the S&P 500 and Nasdaq 100. Its first and second largest purchases came in November last year totaling $5.4 billion and $4.6 billion, according to company data.

On the new Fortune Crypto Playbook vodcast, Fortune

’s senior crypto experts decode the biggest forces shaping crypto today.

Watch or listen now

Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

MicroStrategy 比特币 加密货币 Michael Saylor 企业战略
相关文章