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So Michael Saylor just dropped 'Think Even Bigger' on X and yeah, everyone's reading between the lines right now. Strategy apparently already scooped up nearly 14k Bitcoin last week for around a billion dollars, averaging like $71,902 per coin between April 6-12. Now he's hinting the next move could be way larger.
Here's the thing about Saylor's playbook - he posts those Orange Dots charts tracking Strategy's BTC purchases, and then boom, a buying announcement drops usually by Monday. It's become pretty predictable at this point. Last week it happened, week before that too with that $330M buy. So when analysts like Mike Flaum are throwing out numbers like 40,000+ BTC for the next purchase (that's over $3 billion at current prices), people actually listen.
Strategy's sitting on roughly $1.76 billion in available liquidity through their STRC ATM tracker, which they typically use to fund these Bitcoin plays. The company's already holding 780,897 BTC worth around $58.2 billion - basically the biggest corporate Bitcoin holder among public companies by a huge margin.
Beyond the buying signals, Michael Saylor's company also proposed switching their STRC dividend from monthly to twice a month for 24 annual payments. Apparently demand was cooling off after dividend dates, so they're trying semi-monthly payouts to keep things moving. Shareholder voting opens April 28, could start mid-July if it passes.
MSTR stock popped 11.8% on Friday hitting $166.52, though it's still down over 47% for the year. Bitcoin's trading around $80.82K now, but here's the catch - Strategy's average cost basis is $75,577, so they're actually sitting on unrealized losses even with the recent rally. That $14.46 billion in paper losses from Q1 is still hanging over the narrative, even as Saylor keeps signaling he wants to load up more.