币股风向标丨Strategy减持1638枚BTC套现1.05亿美元；Michael Saylor重申本人未出售任何比特币，Strategy买卖行为与个人持仓无关（8月4日）
- 核心观点：全球股市承压背景下，加密概念股表现分化，上市公司比特币财库周度净卖出激增5倍，Strategy减持套现并回购优先股，而以太坊财库巨头Bitmine持续大幅增持并质押ETH。
- 关键要素：
- 全球上市公司上周净卖出比特币1.01亿美元，环比增528.14%；Strategy以$63,957价格减持1,638枚BTC，套现1.05亿美元，总持仓降至842,138枚。
- Michael Saylor重申个人从未出售任何BTC，强调Strategy作为上市公司基于资本需求买卖BTC与个人长期持币立场无关。
- Bitmine上周增持10,399枚ETH，总持仓达579.78万枚；其中87%约506.73万枚已质押生息，按2.66%年化收益率计算，年产生息约13.48万枚ETH（价值约2.5亿美元）。
- 加密概念股中，Coinbase Q2财报不及预期，5日跌近10%；Strategy股价跌破95美元，拟通过STRC面值回锚推动融资；Circle因监管法案渺茫30日跌12%；Robinhood业绩超预期但随大盘回调。
- 美股云厂商微软、亚马逊、谷歌财报后上涨，验证“云厂商处于算力、能源、存储三重矛盾交汇点”观点；下一焦点为SpaceX财报。
Editor's Note: The stock market has remained under significant pressure recently, with liquidity continuing to flow out of the Korean stock market and capital returning to commercial bank savings channels. After a sharp rebound last Friday, the market has once again entered a downward consolidation phase. For recent developments in the Korean stock market, please refer to "Surged 20% Then Fell 5%, When Will the Korean Stock Market Bottom Out?".
On the U.S. stock side, with the earnings season underway, despite initial market pullbacks following Tesla and Meta's earnings releases, stocks of the three major cloud providers—Microsoft, Amazon, and Google—all rose to varying degrees after their reports. This once again validates the market's earlier view that beyond the "short-term shortage of computing power, mid-term shortage of energy, and perpetual shortage of storage," cloud providers, as the bearers of all this, sit at the intersection of these three contradictions and are the ultimate payers. After today, the next major event for the U.S. stock market will be SpaceX's earnings report, and the related data may serve as an important basis for whether SpaceX's stock price can return to its opening price. Another noteworthy event last week was that Leopold, the former "AI stock guru," was forced to sell public market assets at a discount due to leverage losses, though his year-to-date returns remain around 80%, making him still worth watching over the long term.
As for the A-share market, following the conclusion of CXMT's IPO, the next industry-level IPO target is Unitree Robotics. Currently, Hyperliquid and a few CEX pre-market trading platforms have already listed related token contracts, and interested investors can decide for themselves whether to participate.
In the crypto-related stock sector, Coinbase's Q2 earnings missed expectations, with its stock price falling nearly 10% over the past five days. Strategy's Q2 report indicated that the focus will shift to restoring the STRC par value to restart the financing flywheel, but its stock price has already fallen below $95. Circle, meanwhile, has been fluctuating downward due to the dim prospects of the CLARITY Act's passage, currently trading around $60, with a decline of approximately 12% over the past 30 days. Robinhood, despite delivering impressive Q2 results with earnings per share exceeding market expectations, has also been declining in tandem with the broader market. However, over the long term, Robinhood's cash-generation capability remains stronger than that of all other crypto-related stocks, and its share price is expected to gradually recover and challenge its previous yearly high (around $123). Among other crypto-related stocks, only a few mining companies have performed well due to successful AI data center transitions, which will not be elaborated on here.
For more crypto-stock market information, please visit MSX.COM. (Odaily Note: The content of this article does not constitute investment advice and is for learning and exchange purposes only.)
Weekly Updates on Crypto-Related Listed Companies
Representative BTC Treasury Companies
According to SoSoValue data, as of 8:00 AM ET on August 3, 2026, the total weekly net selling of Bitcoin by global listed companies (excluding mining companies) stood at $101 million, an increase of 528.14% compared to the previous week.
On August 3, Strategy generated approximately $105 million in revenue by selling 1,638 Bitcoin at $63,957, reducing its holdings to 842,138 BTC, while also spending $81.2 million to repurchase 912,143 shares of STRC preferred stock.
Japanese listed company Metaplanet did not purchase Bitcoin last week, marking its third consecutive week without any Bitcoin purchases.
Additionally, five other companies purchased Bitcoin last week. Ethereum treasury company Bitmine announced on July 27 that it purchased 1 Bitcoin (specific amount undisclosed), bringing its total holdings to 208 BTC. Asset management firm Strive announced on August 3 that it spent $1.26 million to purchase 20 Bitcoin at $63,191, bringing its total holdings to approximately 20,020 BTC. Brazilian Bitcoin company OrangeBTC announced on August 3 that it spent $1.9933 million to purchase 30 Bitcoin at $66,443, bringing its total holdings to 3,948 BTC. UK-based Bitcoin company The Smarter Web Company announced on August 3 that it invested $750,000 to purchase 11.89 Bitcoin at $63,328, bringing its total holdings to 2,712 BTC. French Bitcoin company Capital B announced on August 3 that it purchased 1 Bitcoin at $64,601.90, bringing its total holdings to 3,140 BTC.
As of press time, global listed companies (excluding mining companies) tracked in the statistics hold a total of 1,138,643 Bitcoin, a decrease compared to last week, with a current market value of approximately $72.42 billion, representing 5.7% of Bitcoin's circulating market cap.
Michael Saylor stated that he has never sold any Bitcoin and reiterated his long-term holding stance. Saylor said on social media: "When I say 'never sell your Bitcoin,' I'm saying it as a saver to another saver. I have never sold my Bitcoin, not a single sat."
He emphasized that Strategy is a public company, not his personal wallet. Since 2020, the company has disclosed that it may buy or sell BTC based on capital management needs, but this does not affect its belief in Bitcoin's long-term value.
Saylor stated that the Bitcoin conviction shared by the company and individual investors "has not changed." Strategy has used Bitcoin as its primary reserve asset since 2020 and remains one of the world's largest corporate holders of BTC.
This response addresses recent market discussions regarding adjustments to corporate Bitcoin holdings strategies. Saylor sought to emphasize the distinction between an individual's long-term holding philosophy and a public company's asset management based on financial needs.
Hyperscale Data Sells 100 Bitcoin to Establish Bitcoin-Backed Credit Line
Bitcoin News reported that Hyperscale Data sold 100 Bitcoin and established a Bitcoin-backed credit line to fund AI infrastructure. Last week, Hyperscale Data sold 100 Bitcoin to finance the construction of its Michigan AI data center.
Representative ETH Treasury Companies
Bitmine Adds 10,399 ETH Last Week, Total Holdings Rise to Approximately 5.79 Million ETH
Ethereum treasury company Bitmine Immersion Technologies disclosed that it added 10,399 ETH last week. The company's current crypto asset holdings include 5,797,813 ETH, 2,069 BTC, equity in Eightco Holdings valued at $61 million, and shares of Beast Industries valued at $173 million. Bitmine has currently staked 4,917,189 ETH (worth approximately $9.2 billion), making it one of the largest institutional stakers of ETH globally, with a 7-day annualized staking yield of approximately 2.67%.
BitMine Stakes 28,800 ETH via Coinbase Prime This Week
According to Onchain Lens monitoring, BitMine staked 28,800 ETH via Coinbase Prime, worth approximately $53.87 million. The company currently holds 4.8% of Ethereum's total supply of 120.7 million ETH, having completed 96% of its 5% accumulation target. BitMine holds the world's largest public Ethereum treasury.
Bitmine Deposits 150,100 ETH into Ethereum Staking Today
According to on-chain analyst EmberCN's monitoring, Bitmine deposited 150,100 ETH into Ethereum staking around 6:00 AM today. Bitmine currently holds a total of 5.7978 million ETH, of which 87% (5.0673 million ETH) is generating yield through staking. Based on the current APR of 2.66%, this generates approximately 134,800 ETH annually, worth $250 million.
Representative SOL Treasury Companies
Nasdaq-Listed Solmate Establishes Staking and Validator Reward Partnership with Kraken
Nasdaq-listed company Solmate Infrastructure PLC (SLMT) announced a strategic partnership with Kraken Institutional. The collaboration is intended to allow Solmate to retain its SOL assets in Kraken's compliant custody while directly operating and supporting Solana validator infrastructure to earn staking rewards.
Representative Altcoin Treasury Companies
None.
