Strategy’s Bitcoin Position Is Now a Market Test

Strategy’s $76K Cost Basis Emerges As A Key Market Stress Line

The key to understanding Bitcoin’s current market phase is not forecasting short-term price direction, but analyzing structure—where capital is concentrated, how that capital is financed, and whether fresh demand is entering the system. A recent CryptoQuant report shifts the focus away from narratives and toward these underlying mechanics, highlighting Strategy as a central structural reference […]

Strategy’s Bitcoin Position Is Now a Market Test

The post Strategy’s Bitcoin Position Is Now a Market Test appeared on BitcoinEthereumNews.com. Bitcoin Strategy has quietly moved beyond being just another corporate Bitcoin holder. With 713,502 BTC on its balance sheet, the company now controls about 3.6% of Bitcoin’s total supply. Key Takeaways Strategy’s Bitcoin position now sits right at its average cost, making it a clear market reference point. Recent buys above market price increase downs…

Strategy Inc (MSTR) stock drops after hours as bitcoin slides; SEC filing shows fresh buy

NEW YORK, Feb 3, 2026, 18:26 EST — After-hours Strategy Inc shares dropped 4.6% to $133.26 in after-hours on Tuesday, following a choppy day that saw the stock swing between $126.88 and $142.18. Bitcoin dropped 3.5%, hovering around $75,772 after dipping as low as $72,971 earlier. This shift is significant for Strategy since traders frequently use the stock as a stand-in for the token, and that connection can overshadow the software side of the …

Bitcoin Clings to Strategy’s Cost Basis; MSTR Slides 5%

On Tuesday, bitcoin slid to an intraday low of $72,863 per coin, at one point sending Strategy’s shares down as much as 9% against the U.S. dollar. By Wall Street’s close, MSTR ended the day around 5% lower. MSTR Shares Slide All eyes are fixed on Strategy as the spot price of bitcoin had slipped […]

Is Strategy’s MSTR signaling Bitcoin’s next move? The data says…

Strategy’s MSTR points to more Bitcoin downside, with bearish trends persisting and October 6 marking a potential pause.