Michael Saylor Sold $1.28 Billion of MSTR. He Bought Zero Bitcoin. Huh?! | Dana Love, PhD

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Издатель
The latest Strategy financial analysis looks at their Q2 results, Michael Saylor's plan to improve shareholder capital, and the sale of $1.28 billion of MSTR to shore up their cash position and buy back STRC. We also clarify what mNAV explained...well, that this is the third different metric called mNAV and how none of them relate to one another.

Dana Love, PhD distills the two hour earnings call to a half dozen meaningful clips, connecting the dots of Strategy's present standing and their goals for 2026. This is a forensic walk-through of the weekly K-8s, the Q2 results, the strategy.com dashboards, and their ever-changing glossary.

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CHAPTERS
00:00 Michael Saylor Sold $1.28 Billion of MSTR Stock
03:44 MSTR Stock and the Five Week Bitcoin Freeze
07:53 Saylor Is Running a Bond Desk
12:10 Bitcoin Treasury Math and the Third Definition
16:56 Bitcoin Per Share Is Falling
20:22 My Take

SOURCES
Strategy Q2 2026 results, July 30, 2026
https://www.strategy.com/press/strategy-announces-second-quarter-2026-financial-results_07-30-2026

Strategy Q2 2026 earnings call (full)
https://www.youtube.com/watch?v=JxBf7Ez14kA

Form 8-K, July 27, 2026 (ATM activity, STRC repurchase, USD Reserve)
https://www.sec.gov/Archives/edgar/data/1050446/000119312526316917/mstr-20260727.htm

Form 8-K, July 6, 2026 (bitcoin sales, ATM activity)
https://www.sec.gov/Archives/edgar/data/1050446/000119312526295586/mstr-20260706.htm

Strategy metric glossary and notes (mNAV definition, July 23, 2026)
https://www.strategy.com/notes

The Block on the mNAV redefinition, July 26, 2026
https://www.theblock.co/post/409675

The Block on the USD Reserve and ATM activity, July 27, 2026
https://www.theblock.co/post/409721

Protos on the history of the mNAV definition, July 30, 2026
https://protos.com/strategy-has-lost-two-thirds-of-its-mnav-in-two-years/

DL News on the three-number mNAV spread, April 2026
https://www.dlnews.com/articles/markets/strategy-is-worth-less-than-the-btc-it-owns/

Mark Palmer, Benchmark, on the bull case for Strategy (CNBC, July 1, 2026)
https://www.cnbc.com/video/2026/07/01/benchmark-stonexs-palmer-on-the-bull-case-for-strategy.html
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