- Strategy boosts Bitcoin buys with back-to-back weekly purchases, hitting its most aggressive pace since late 2024.
- Funding is shifting as STRC surges to $1.18B, reducing reliance on MSTR share sales to finance BTC accumulation.
- The evolving strategy could support sustained Bitcoin buying while easing pressure on stock dilution concerns.
Michael Saylor is accelerating Bitcoin buying again, but the bigger shift is happening behind the scenes. Fresh data from CryptoQuant shows Strategy is changing how it funds these purchases, reducing its reliance on share sales while turning to alternative capital source
This shift could allow the company to continue aggressive accumulation without putting heavy pressure on its stock.
Bitcoin Buys Surge to Multi-Month High
Over the past two weeks, Strategy has significantly ramped up its Bitcoin acquisitions. The firm accumulated approximately 17,994 BTC in the week of March 8, followed by an even larger haul of 22,337 BTC last week. Notably, the announcements marked the firm’s most aggressive weekly purchase since November 2024.
This sharp increase reinforces Saylor’s continued conviction in Bitcoin as a long-term treasury asset, even as market conditions remain mixed.
Strategy Shifts Away From Share Sales
While the scale of buying is notable, the real change lies in how these purchases are being funded. Traditionally, Strategy relied heavily on selling its MSTR shares to raise capital. However, recent data shows that this approach is starting to shift.
During the week of March 8, around $900 million came from MSTR share sales while about $377 million was raised through STRC-related funding.
Last week, the structure changed significantly. MSTR share sales dropped to roughly $396 million while STRC funding surged to approximately $1.18 billion. This suggests STRC is now playing a much larger role in financing Bitcoin accumulation.
STRC Emerges as a Key Driver
Although MSTR share sales still account for the majority, around 64%, STRC funding has rapidly grown from virtually 0% a year ago to roughly 8% today.
This suggests that Saylor may be exploring ways to sustain aggressive Bitcoin accumulation without relying as much on selling shares, which has worried investors. If this trend continues, Strategy could keep accumulating large amounts of Bitcoin without putting as much pressure on its stock price.
As CryptoQuant notes, this evolving funding model is a shift worth watching closely, especially if it enables sustained large-scale BTC purchases without the traditional trade-offs
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Source: https://coinedition.com/saylor-shift-bitcoin-strategy-as-1-18b-strc-funding-boosts-buys/
