Strategy (MSTR) Stock: Saylor Hints at Bitcoin Buy After Crypto Drops Below Cost Basis

TLDR

• Strategy’s Michael Saylor posted “More Orange” Sunday, hinting at more Bitcoin purchases after weekend price drop
• Bitcoin fell to $75,892, temporarily pushing Strategy’s 712,647 BTC holdings below the $76,040 average purchase price
• Trump’s nomination of Kevin Warsh as Fed chair triggered the crypto selloff and broader market decline
• Strategy increased STRC dividend to 11.25% to raise capital for additional Bitcoin acquisitions
• Crypto Fear & Greed Index hit 14, the lowest reading in six weeks

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Strategy executive chairman Michael Saylor signaled another Bitcoin purchase Sunday. He posted “More Orange” alongside a chart of the company’s cryptocurrency acquisitions since 2020.

The post comes after Bitcoin crashed more than 13% over the weekend. The digital asset briefly dropped to $75,892 before recovering.

That dip pushed Bitcoin below Strategy’s average purchase price. The company paid $76,040 per coin for its 712,647 Bitcoin holdings.

Strategy Inc, MSTR

This rare moment marked one of the few times Strategy’s position went underwater. Bitcoin has since bounced back to around $76,765.

The weekend selloff started after President Trump’s Friday announcement. He nominated Kevin Warsh to replace Jerome Powell as Federal Reserve chair.

Warsh is viewed as a hawkish choice. Markets expect him to pursue fiscal restraint and lower inflation policies.

Markets React to Fed Nomination

The Warsh news hit more than just crypto. Gold and silver dropped by double digits after months of gains.

The S&P 500 fell 0.43%. The broad market reaction shows investor concerns about future monetary policy.

Crypto sentiment has turned negative. The Fear & Greed Index dropped to just 14 out of 100 on Sunday.

Strategy Raises Dividend for More Purchases

Strategy isn’t slowing down. The company raised its STRC dividend to 11.25% for February.

The 25 basis point increase helps fund more Bitcoin acquisitions. STRC has become Strategy’s main capital-raising vehicle.

The high dividend reflects the company’s aggressive strategy. It also shows the volatility of a Bitcoin-focused business model.

STRC sales have funded over 27,000 Bitcoin purchases since November. The company still has billions available for more buys.

Strategy’s biggest purchase this year came January 20. The company bought 22,305 Bitcoin in that transaction.

This would mark the fifth Bitcoin purchase in 2026. Strategy remains the largest Bitcoin treasury company globally.

The company recently celebrated 2,000 days of its “Bitcoin Standard.” That milestone came just as the holdings faced their biggest test.

Risks and Outlook

Critics point to potential cash-flow issues. The high dividend costs could squeeze finances if Bitcoin stays flat or falls further.

Strategy’s cost basis of $76,040 represents a key level. The company’s unrealized gains have shrunk to less than 3%.

The company holds roughly $55 billion in Bitcoin. That massive position makes Strategy extremely sensitive to price swings.

Saylor’s Sunday post suggests the company views the dip as a buying opportunity. Strategy continues betting big on Bitcoin despite market turbulence.

The company has billions in capacity under its at-the-market offerings. Saylor appears ready to deploy that capital as Bitcoin prices fluctuate.

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