STRATEGY'S BITCOIN IS $2.8 BILLION IN PROFIT. IS SAYLOR TEEING UP A BUY?

Summary from the TLDR Crypto newsletter

Strategy holds 840,447 BTC at an average cost basis of $75,653, with Bitcoin trading near $79,007, placing the position roughly $2.8 billion (4.4%) in profit after a two-month acquisition pause. The firm has begun selling modest BTC quantities to fund preferred dividends and share buybacks, a departure from its longstanding "never sell" policy, while also raising $334 million via MSTR stock sales to preserve reserves. Saylor's Sunday post of a chart captioned "We're Back" has renewed speculation about an imminent purchase announcement, consistent with his pattern of social media signals preceding Monday morning buys. Fed Chair Kevin Warsh's inflation-driven rate-hike comments pulled Bitcoin to $76,877 by Friday, keeping Strategy's unrealized gain thin relative to the asset's October peak near $126,000.