$KONGZ
Sudden SpikeSnapshot Window: 2026-07-11 21:30 UTC · ← Back to Crypto Overview
Social Momentum Summary
Total Engagement - Comments: 0, Retweets: 2, Likes: 16, Impressions: 241
Verbatim Community Citations & Social Evidence 1 source posts analyzed
Unsophisticated critics obsess over @Strategy ’s average Bitcoin acquisition price. Averaging them together destroys the information. $MSTR’s ATM sales and Bitcoin purchases are heterogeneous-> each occurred at a different mNAV, equity price, and BTC price. The economics live in
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AI visual note: The image is a bar chart titled "Bitcoin Holdings by Cost Basis Tier," showing Strategy's (MSTR) Bitcoin holdings broken down by acquisition price ranges—from $0-$20K up to $100K+—with the largest cluster being 305,082 BTC acquired at $80K-$100K (~$28B cost basis). It illustrates that the post's argument about heterogeneous acquisitions is correct: MSTR's holdings vary dramatically in cost basis, creating $7.5B in unrealized gains on lower-tier buys but $7.6B in unrealized losses (with $2.2B tax benefit) on the $80K-$100K tier alone, assuming an $80K BTC sale price.