Tagus Capital

Tagus Capital

Tagus <> Bytes

Tagus <> Bytes (09.06.26)

Your daily insights on what is driving the crypto sector

Tagus Capital's avatar
Tagus Capital
Jun 09, 2026
∙ Paid

Warm Welcome, Tagus Community, June 9, 2026

  • Strategy Reaffirms Aggressive Bitcoin Accumulation: Strategy (formerly MicroStrategy) has reinforced its high-conviction corporate treasury model by acquiring an additional 1,550 BTC for $101mn (at $65,332 per coin), funded via a $181mn Class A common stock issuance that also bolstered its cash reserves to $1.0bn. This is line with earlier indications of resuming Bitcoin purchases (Tagus <> Bytes: June 8, 2026). The expansion brings its total holdings to 845,256 BTC, even as the company grapples with an $11bn paper loss against its $75,680 cost basis and a severe stock decline from its late 2024 peaks. While a rare 32 BTC sale to cover preferred dividend obligations briefly spooked the market, Strategy’s 12.8% year-to-date BTC Yield (growth in Bitcoin-per-share) and $25.96bn in remaining equity “dry powder” underscore its pure-play corporate Bitcoin proxy.

User's avatar

Continue reading this post for free, courtesy of Tagus Capital.

Or purchase a paid subscription.
© 2026 Tagus Capital · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture