Latest Update
8/3/2026 1:58:00 PM

Strategy: BTC Sales Cluster at Month-End

Strategy: BTC Sales Cluster at Month-End

Strategy sold 1,638 BTC at $63,957 last week, extending month-end pattern with 5,258 BTC divested across three cycles at average loss of $11,462 per coin.

Source

Analysis

Strategy (formerly MicroStrategy) sold 1,638 BTC between July 27 and August 2 at roughly $63,957 each, realizing an $18.77 million loss after offloading 3,588 BTC in the prior cycle and 32 BTC the month before. The pattern shows all three sales confined to the final days of one month through the first days of the next, aligning with MicroStrategy BTC treasury accounting practices that favor clean month-end reporting.

Current holdings stand at 842,138 BTC with an average cost of $75,419, leaving an unrealized loss of $10.829 billion. On the 4h chart, price at $63,753.83 sits just above the EMA50 support of $63,702.53 while the MACD golden cross keeps the broader structure bullish; however, proximity to the upper Bollinger Band at $63,846.72 points to short-term volatility exhaustion that could drive a retracement toward the $62,331.52 lower band before any sustained continuation in BTC price prediction models.


余烬

@EmberCN

Analyst about On-chain Analysis