Bitcoin Treasuries Weekly Update #
10#
Strategy added 267 ₿itcoin between 12 and 18 October for $22.1 million at $82,900, lifting the stack to 848,517. It spent far more defending its credit: 1,938,780 $STRC shares were repurchased for $193.1 million, and the board raised the digital credit repurchase programme from $2.0 billion to $3.0 billion. $STRC closed Friday at $99.36.
Strive kept stacking. A further 1,223 ₿itcoin bought between 14 and 16 October at about $81,734 takes holdings to 36,818, after 4,045 for the week as a whole. Every remaining traditional warrant has now been exercised. $SATS, its new 15% preferred, began trading on Nasdaq on Tuesday after the $630 million IPO. Next week $SATA pays its 100th consecutive dividend.
Smarter Web had a busy week. $MORE went ex-dividend on Thursday for its first weekly payment, £0.2301 per share, due on 9 November. Our ATM update showed £592,679 raised since 14 October: 1,076,000 ordinary shares at an average of £0.55, and our first 25 MORE shares sold at £100. On Friday we bought 20 ₿itcoin for £1.23 million at £61,733, taking holdings to 2,850, with a quarter-to-date BTC Yield of 2.41%.
Metaplanet's US vehicle cleared a key hurdle when Super League shareholders approved the deal, which will become Superplanet, its US-listed treasury platform. Holdings are unchanged at 44,000. Capital B announced no new purchase and still holds 3,538 ₿itcoin.
US spot ETFs finished the week with net flows of about +$301.2 million. Monday to Thursday was +$439.1 million, even after Thursday's $635.6 million outflow, the largest since June.
$ASST $MSTR $SWC $MTPLF $ALCPB