Strategy · Bitcoin · Coinbase · Wall Street · 99Bitcoins
STRATEGY SOLD $216m BITCOIN TO PAY DIVIDEND $MSTR NOW HOLDS $2.55 billion CASH
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— Bitcoin Archive July 6, 2026.
Key facts
- STRATEGY SOLD $216m BITCOIN TO PAY DIVIDEND $MSTR NOW HOLDS $2.55B CASH
- Analyst Bailey Pemberton from Simply Wall St applies this to Strategy and arrives at an intrinsic value of approximately $165 per share, placing that intrinsic value 43.1% above the current share
- In the latest Bitcoin news, Strategy (MSTR) is trading roughly 43% below what a discounted cash flow (DCF) model says it is worth, and it sold $216 million in Bitcoin to pay preferred dividends
- On the P/B metric specifically, Strategy’s 0.9x compares to roughly 2.8x for the broader software industry and approximately 7.3x across its direct peer group, according to the same Simply Wall St
Summary
In the latest Bitcoin news, Strategy (MSTR) is trading roughly 43% below what a discounted cash flow (DCF) model says it is worth, and it sold $216 million in Bitcoin to pay preferred dividends. The central question this analysis unpacks: does the apparent discount in Strategy’s stock analysis reflect a genuine mispricing of its Bitcoin holdings, or is it fair compensation for the capital allocation risk that common shareholders are now absorbing? A discounted cash flow model, or DCF, works by estimating how much cash a company will generate for shareholders over time, then pulling those future figures back to a present-day dollar value using a discount rate that reflects risk. Think of it as asking: what is a stream of future payments worth to you today, given that money tomorrow is worth less than money now?