Saylor’s “Bitcoin Drive” Post Sparks Speculation of Another Strategy Bitcoin Purchase

Saylor’s Sunday Message Revives Expectations of a Buy

Strategy Inc. (Nasdaq: MSTR) Executive Chairman Michael Saylor renewed speculation that the company could announce another bitcoin purchase on Monday after posting “Bitcoin Drive engaged” on Aug. 2. The Sunday post appeared with Strategy’s familiar acquisition tracker, continuing Saylor’s pattern of hinting at treasury activity shortly before weekly disclosures. For investors and market watchers, the recurring cadence matters because Strategy has used its public posts and scheduled updates to telegraph balance-sheet changes without waiting for a separate announcement.

Saylor’s tracker showed Strategy’s bitcoin reserve at 843,775 $BTC, with an estimated market value of about $53.25 billion. It also listed an average cost of $75,653 per bitcoin, an unrealized performance of -$10.58 billion (-16.58%), and 113 purchase events as of Aug. 2.

The post echoed a similar Sunday signal that came before the company’s July 27 announcement, when Saylor wrote “We’re gonna need another color” ahead of Strategy’s disclosure of a larger cash reserve. The timing added to expectations that another treasury update could follow on Monday.

Live Ledger Shows Recent Sales and Updated Holdings

Strategy’s live ledger reflects figures available at the time of publication, while Saylor’s chart was captured earlier on Aug. 2. The ledger lists 116 reported treasury events and 843,775 $BTC acquired for approximately $63.69 billion at an average price of $75,476 per bitcoin.

The ledger also shows two recent bitcoin sales totaling 3,588 $BTC, including 1,363 $BTC and 2,225 $BTC, which reduced Strategy’s holdings from 847,363 $BTC to 843,775 $BTC. According to the company’s SEC filing, the sales were completed to fund preferred-stock distributions and replenish its U.S. dollar reserve.

Recent disclosures also showed that Strategy made no bitcoin purchases during the week ending July 26, while increasing its U.S. dollar reserve to approximately $3.75 billion. That larger reserve raised estimated coverage of preferred dividends and debt interest to about 2.1 years.

Monday Disclosure May Show Whether Accumulation Resumes

The financial implications remain significant after Strategy reported an $8.33 billion operating loss for the second quarter of 2026, reversing $14.03 billion in operating income in the same period a year earlier. The results included an $8.32 billion unrealized loss on the company’s digital assets, compared with a $14.05 billion unrealized gain in the second quarter of 2025.

Management can also raise up to $1.25 billion through additional bitcoin sales to support the dollar reserve, which helps cover preferred dividends and debt interest. That backdrop makes the next disclosure a closely watched check on how Strategy is balancing accumulation, reserve management, and its capital commitments. Monday’s expected update will show whether the “Bitcoin Drive” message preceded renewed accumulation as Strategy manages its 843,775 $BTC treasury alongside growing cash obligations and active capital management.