Strategy 2026年已卖出近7000枚BTC，筹资4.318亿美元
Strategy has sold nearly 7,000 BTC in 2026
关注加密市场的投资者可留意：Strategy 持续减持 BTC 的动作及其持仓浮亏，可能影响市场情绪与 BTC 价格走势，建议关注后续减持节奏与公司财务安排。
Michael Saylor’s Strategy has sold 6,948 BTC in 2026, raising $431.8 million as part of its BTC monetization program.
迈克尔·塞勒的策略公司已在2026年出售了6,948枚比特币，筹集了4.318亿美元，作为其比特币变现计划的一部分。
Saylor first announced in May that Strategy would soon start selling its BTC. Then in late June, the company revealed it would sell its accrued BTC as part of a monetization program to raise $1.25 billion for its USD reserve.
塞勒在5月首次宣布，策略公司很快将开始出售其比特币。然后在6月下旬，该公司透露，将出售其累计的比特币，作为变现计划的一部分，为其美元储备筹集12.5亿美元。
The money would be spent on preferred stock dividends, digital credit securities or Class A common stock.
这笔资金将用于优先股股息、数字信用证券或A类普通股。
Strategy’s K-8 filings reveal that its first sale of 32 BTC took place in late May. This sale made the firm $2.5 million while BTC was worth $77,135 at the time.
策略公司的K-8文件显示，其首次出售32枚比特币发生在5月下旬。此次出售使公司获利250万美元，而当时比特币价值为77,135美元。
The company then sold:
随后，该公司出售了：
- 1,363 BTC between June 29 and June 30
- 2,225 BTC between July 1 and July 5
- 1,638 BTC between July 27 and August 2
- 1,690 BTC between August 3 and August 9
- 6月29日至6月30日期间出售1,363枚比特币
- 7月1日至7月5日期间出售2,225枚比特币
- 7月27日至8月2日期间出售1,638枚比特币
- 8月3日至8月9日期间出售1,690枚比特币
This most recent sale is reflected in Strategy’s latest filing.
最近的这次出售反映在策略公司的最新文件中。
Strategy has bought bitcoin 20 times this year, and sold it five times.
策略公司今年已购买比特币20次，出售5次。
Read more: Is a crisis brewing at Crypto.com?
阅读更多：Crypto.com是否正在酝酿危机？
These sales netted the firm $80.8 million, $135.2 million, $104.73 million, and $108.6 million, respectively. The price of BTC has fallen 13% since the selling began.
这些出售分别为公司净赚8,080万美元、1.352亿美元、1.0473亿美元和1.086亿美元。自开始出售以来，比特币价格已下跌13%。
Before June 21, Strategy was mostly buying BTC, building up 163,554 BTC in 2026. These purchases cost the firm over $12.7 billion.
在6月21日之前，策略公司主要是在购买比特币，2026年累计增持163,554枚比特币。这些购买花费了公司超过127亿美元。
Strategy’s first BTC purchase was in August 2020, when it spent $250 million buying 21,454 BTC.
策略公司的首次比特币购买是在2020年8月，当时花费2.5亿美元购买了21,454枚比特币。
As of August 9, the company now holds 840,447 BTC, currently worth $53.82 billion.
截至8月9日，该公司目前持有840,447枚比特币，目前价值538.2亿美元。
It paid $63.36 billion for all this BTC, which means that it is down -$9.5 billion on its BTC investments.
它为所有这些比特币支付了633.6亿美元，这意味着其比特币投资亏损了95亿美元。
Even with its $4.65 billion USD reserve included with its BTC horde, that’s still $4.9 billion less than it bought all the BTC for.
即使将其46.5亿美元的美元储备与比特币持有量合并计算，仍比其购买所有比特币的成本少49亿美元。
Strategy’s BTC sale sends Polymarket into disarray
策略公司出售比特币导致Polymarket陷入混乱
Read more: Every time Michael Saylor said he’d never sell bitcoin
阅读更多：迈克尔·塞勒每次说永远不会出售比特币的时刻
Saylor’s pivot to offloading BTC was controversial among followers who believed him when he said he wouldn’t be selling.
塞勒转向抛售比特币的做法在追随者中引发争议，他们曾相信他说过不会出售的话。
Strategy had only ever sold BTC once back in 2022, before buying significantly more BTC two days later.
策略公司此前仅在2022年出售过一次比特币，两天后又购买了更多比特币。
In February 2025, when BTC was above $84,000, Saylor famously said, “Sell a kidney if you must, but keep the BTC.”
2025年2月，当比特币价格高于84,000美元时，塞勒曾说过一句名言：“如果必须，卖掉一个肾，但保留比特币。”
The price of the asset has since fallen 24% to $64,042, while his advice was ultimately abandoned by his firm.
此后，该资产价格已下跌24%至64,042美元，而他的建议最终被他的公司抛弃了。
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