Strategy Signals Further Bitcoin Accumulation Amid Dividend Restructuring

Strategy co-founder Michael Saylor has signaled an impending increase in the company's Bitcoin holdings, posting "Think Even Bigger" on social media. This follows a disclosed purchase of 13,927 BTC between April 6 and 12, totaling approximately $1 billion at an average cost of $71,902 per coin. The company currently maintains the largest corporate stash of Bitcoin globally, holding 780,897 coins valued at $58.2 billion. Despite this aggressive accumulation strategy, the firm reported significant unrealized losses of $14.46 billion in its first-quarter financial results. In a move to stabilize the price of $STRC and dampen cyclicality, Strategy is proposing a transition to semi-monthly dividend payments. If approved, the company would pay dividends twice a month—on the 15th and at the end of the month—maintaining an annual rate of 11.5%. CEO Phong Le noted that the change aims to address demand drops that occur after dividend eligibility windows close, which has previously slowed the pace of new share sales. The proposal is subject to a shareholder vote opening April 28 and closing June 8, with a potential implementation date in mid-July. While Strategy's stock (MSTR) saw a recent jump of 11.8% to $166.52, it remains down over 47% on a one-year basis, reflecting the high volatility associated with its Bitcoin-centric treasury model.