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Two Public Bitcoin Treasuries Take Different Paths: Strategy Buys Back Preferred While Strive Keeps Buying Coins

The moves show a shift in how companies fund and manage Bitcoin exposure with preferred‑stock repurchases and preferred‑funded purchases that could change dividend costs and cash cushions.

Overview

  • Strategy repurchased $139.3 million of its STRC variable‑rate preferred shares between Sept. 8 and Sept. 13, funding the buyback from its USD Cash pool and leaving its Bitcoin holdings unchanged at 845,050 BTC.
  • Strategy reports about $1.3 billion in USD Cash and a separate USD Reserve of roughly $5.1 billion, and it has about $1.05 billion remaining under its $2 billion preferred repurchase authorization.
  • Strive bought 469 BTC between Sept. 8 and Sept. 11 for about $36.6 million, bringing its corporate treasury to exactly 25,000 BTC and paying for the purchase entirely with proceeds from its SATA perpetual preferred stock.
  • SATA has topped $1 billion in notional outstanding and pushed Strive’s reported amplification ratio to 53.5%, which measures preferred and debt obligations relative to Bitcoin net asset value and increases the leverage of common‑share exposure.
  • The contrast matters because STRC now carries a 12% effective dividend rate and a reported 57 basis‑point BTC credit spread while Strategy’s repurchases reduce future dividend obligations, and the broader trend could affect passive index flows and companies’ cost of servicing preferred instruments.