The post Bitcoin holds as Saylor updates tracker, MSTR premium eyed appeared on BitcoinEthereumNews.com.

michael saylor has released Bitcoin Tracker information again, signaling renewed attention on potential accumulation activity tied to Strategy/MicroStrategy (MSTR) and Bitcoin (BTC). The tracker posts are cues, not confirmations, and formal disclosures determine the facts. As reported by ChainCatcher, Saylor’s prior “Bitcoin Tracker” posts on X have frequently been followed by official purchase or holdings disclosures within days. If that cadence holds, investors may see additional data next week, subject to standard reporting processes. Why this matters for MicroStrategy BTC holdings and MSTR premium to NAV according to Strategy’s prior disclosures, the company reported 687,410 BTC as of January 11, acquired for about $51.80 billion in aggregate cost. New purchases, if any, could alter average cost basis and the mark-to-market value relative to debt and equity capital used. As reported by Bloomberg, several Wall Street analysts have warned that MSTR’s premium to its net asset value (NAV) has been compressing, increasing sensitivity to Bitcoin price swings and financing costs. In practice, the premium reflects how far MSTR’s equity valuation sits above the per-share value of its BTC (minus liabilities) and can change when the share price moves faster than NAV. Saylor has previously described a regular cadence of reporting new buys after they occur. In that context, he said to CoinDesk: “We are buying bitcoin … we’ll report our next buys on Monday morning.” BingX: a trusted exchange delivering real advantages for traders at every level. Short-term market impact tends to hinge on whether new BTC is perceived as opportunistic versus dilutive, and whether financing raises leverage or reduces flexibility. Concentration in a single volatile asset can magnify drawdowns if BTC weakens. According to CryptoNews coverage of institutional commentary, critics highlight two risks: portions of high-cost BTC may sit at unrealized losses during downturns, and leverage via debt or equity…

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Filed under: News - @ February 22, 2026 8:26 pm