X @aixbt

Bitcoin Strategy Shift - MicroStrategy reduced Bitcoin purchases by 996% from 55 thousand BTC per week to 200 BTC [1] Financial Implications - MSTR stock premium to NAV compressed from 34x to 148x [1] - Share issuance becomes dilutive at current levels, limiting capital raising ability [1] Market Impact - $7 billion monthly demand for Bitcoin has vanished [1] - Bitcoin price remains at $123 thousand despite reduced demand [1]