MicroStrategy stays put, net purchases by Bitcoin-listed companies plunge 83% week-over-week

According to SoSoValue data, as of 8:00 AM Eastern Time on June 29, 2026, the total net purchases of Bitcoin by publicly listed companies globally (excluding mining companies) for the past week stood at $14.65 million, a decrease of 83% compared to the previous week.

Strategy (formerly MicroStrategy) did not purchase any Bitcoin last week. Concurrently, Strategy announced two separate securities repurchase plans, each for up to $1 billion. One targets Class A common stock, and the other targets digital credit preferred shares, led by STRC, with an annual dividend yield between 8% and 10%. The goal is to optimize the capital structure without depleting existing dollar reserves. To fund these repurchases and support ongoing capital expenditures, the board also approved a Bitcoin monetization plan, allowing the company to sell Bitcoin to generate up to $1.25 billion in additional proceeds to bolster dollar reserves. This is intended for use when deemed more advantageous than issuing Class A common stock or other capital market transactions, to pay maturing preferred stock dividends and interest expenses (or replenish dollar reserves after such payments), and to directly provide additional funding for the aforementioned two repurchase plans (including related taxes and transaction fees). Although this move by Strategy authorizes the potential sale of Bitcoin, it currently serves merely as a reserve shield for the repurchases, with the company essentially "ready but not selling." Its core logic has shifted from the initial phase of "aggressively expanding the balance sheet" to a more refined operational stage of "using crypto assets to optimize equity capital structure and reduce the cost of capital arising from high-yield securities."

Japanese listed company Metaplanet did not purchase Bitcoin last week, marking the 10th consecutive week without any purchases.

Additionally, two other companies purchased Bitcoin last week. CIMG, a Hong Kong-based globalized digital health, consumer goods sales, and AI computing power technology group, announced the completion of the first tranche of a large stock and warrant issuance, receiving $13.5 million (207.7 Bitcoins at an average price of $65,000) paid in Bitcoin, bringing its total holdings to 937.7 Bitcoins. Brazilian Bitcoin company OrangeBTC announced on June 29 that it invested $4.9 million to purchase 74 Bitcoins at a price of $66,233, bringing its total holdings to 3,896 Bitcoins.

As of press time, the aggregate Bitcoin holdings of the publicly listed companies tracked globally (excluding mining companies) totaled 1,142,484 Bitcoins, an increase of 0.02% compared to the previous week. The current market value of these holdings is approximately $68.52 billion, representing 5.7% of Bitcoin's circulating market capitalization.