{"id":36413,"date":"2026-08-05T05:56:15","date_gmt":"2026-08-05T05:56:15","guid":{"rendered":"https:\/\/bitunikey.com\/news\/strategy-linked-wallet-moves-1030-btc-after-105m-sale\/"},"modified":"2026-08-05T05:56:47","modified_gmt":"2026-08-05T05:56:47","slug":"strategy-linked-wallet-moves-1030-btc-after-105m-sale","status":"publish","type":"post","link":"https:\/\/bitunikey.com\/news\/strategy-linked-wallet-moves-1030-btc-after-105m-sale\/","title":{"rendered":"Strategy-linked wallet moves 1,030 BTC after $105M sale"},"content":{"rendered":"<div class=\"post-detail__content blocks\">\n<p class=\"is-style-lead\">A wallet identified by onchain analytics platform Lookonchain as being associated with Strategy transferred 1,030 Bitcoin worth about $66.14 million on Aug. 5.\u00a0<\/p>\n<div id=\"cn-block-summary-block_7fff62f61ba581a8b9efb68e9e80e98e\" class=\"cn-block-summary\">\n<div class=\"cn-block-summary__nav tabs\">\n        <span class=\"tabs__item is-selected\">Summary<\/span>\n    <\/div>\n<div class=\"cn-block-summary__content\">\n<ul class=\"wp-block-list\">\n<li>A suspected Strategy wallet moved 1,030 Bitcoin, but no official sale has been confirmed yet.<\/li>\n<li>Strategy officially sold 1,638 Bitcoin last week, raising $104.73 million for preferred dividends and repurchases.<\/li>\n<li>Strategy reported 842,138 Bitcoin holdings, acquired for $63.51 billion at an average $75,419 per coin.<\/li>\n<li>MARA transferred 6,000 Bitcoin to Two Prime, where it already maintains managed institutional investment arrangements.<\/li>\n<li>MARA previously allocated 2,000 Bitcoin to Two Prime\u2019s institutional yield strategies under a managed account.<\/li>\n<\/ul><\/div>\n<\/div>\n<p><!-- .cn-block-summary --><\/p>\n<p>The movement came two days after Strategy officially disclosed another Bitcoin sale, increasing scrutiny of the company\u2019s changing treasury policy. <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/x.com\/lookonchain\/status\/2084816808234959110\" target=\"_blank\" rel=\"nofollow\">Lookonchain\u2019s post<\/a> described the addresses as wallets linked to Strategy.<\/p>\n<p>However, Strategy has not confirmed that the latest transfer represented a sale. Its most recent Securities and Exchange Commission <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1050446\/000119312526329565\/mstr-20260803.htm\" target=\"_blank\" rel=\"nofollow\">filing<\/a> reported holdings of 842,138 BTC as of Aug. 2. No later filing had reduced that figure when this report was prepared.<\/p>\n<p>    <!-- .cn-block-related-link --><\/p>\n<h2 class=\"wp-block-heading\"><strong>Strategy transfer is not yet a confirmed Bitcoin sale<\/strong><\/h2>\n<p>Lookonchain asked, \u201cIs Michael Saylor\u2019s Strategy dumping BTC again?\u201d The wording reflects uncertainty. Wallet attribution can indicate that an address is likely connected to an organization, but an onchain transfer alone does not establish its purpose or legal ownership.<\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">Is Michael Saylor&#8217;s <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/Strategy?ref_src=twsrc%5Etfw\">@Strategy<\/a> dumping <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$BTC<\/a> again?<\/p>\n<p>Wallets linked to <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/hashtag\/Strategy?src=hash&amp;ref_src=twsrc%5Etfw\">#Strategy<\/a> transferred out 1,030 <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$BTC<\/a>($66.14M) again 2 hours ago.<a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/t.co\/UfsI8WoJZY\">https:\/\/t.co\/UfsI8WoJZY<\/a><a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/t.co\/Vz0aSXsP5i\">https:\/\/t.co\/Vz0aSXsP5i<\/a> <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/t.co\/rk5VqzCXhy\">pic.twitter.com\/rk5VqzCXhy<\/a><\/p>\n<p>\u2014 Lookonchain (@lookonchain) <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/lookonchain\/status\/2084816808234959110?ref_src=twsrc%5Etfw\">August 5, 2026<\/a><\/p><\/blockquote>\n<\/div>\n<\/figure>\n<p>Bitcoin can move between custodians, internal wallets, trading accounts and settlement addresses without being sold. Confirmation would require a company disclosure, an identified exchange deposit followed by trading activity, or other evidence showing that ownership changed.<\/p>\n<p>Strategy\u2019s public <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.strategy.com\/ledger?utm_source=chatgpt.com\" target=\"_blank\" rel=\"nofollow\">Bitcoin ledger<\/a> still lists 842,138 BTC following the company\u2019s Aug. 3 update. The ledger records transactions reported by Strategy rather than every transfer attributed to the company by external analytics firms.<\/p>\n<p>The latest movement occurred after the Aug. 2 reporting cutoff in Strategy\u2019s filing. It could therefore appear in a later update if it represents a sale under the company\u2019s Bitcoin monetization program.<\/p>\n<h2 class=\"wp-block-heading\"><strong>Strategy officially sold 1,638 BTC for $104.73 million<\/strong><\/h2>\n<p>Strategy confirmed that it sold 1,638 BTC between July 27 and Aug. 2. The company received $104.73 million after fees, equal to an average sale price of $63,957 per Bitcoin. The official figure is higher than the roughly $102.4 million cited in some early reports.<\/p>\n<p>Strategy used $52.4 million of the proceeds to fund preferred stock dividends. It directed the remaining $52.3 million toward repurchases of its STRC preferred shares. The company separately bought back 912,143 STRC shares for $81.2 million during the period.<\/p>\n<p>Its remaining 842,138 BTC had an aggregate purchase price of $63.51 billion and an average cost of $75,419 per coin. The company also reported a $4 billion U.S. dollar reserve, including unsettled proceeds from common stock sales.<\/p>\n<p>The transaction was permitted under Strategy\u2019s <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.strategy.com\/press\/strategy-announces-digital-credit-capital-framework_06-29-2026\" target=\"_blank\" rel=\"nofollow\">Bitcoin monetization framework<\/a>, which its board approved in June. The framework allows Bitcoin sales to support the cash reserve, pay dividends or interest, and finance approved security repurchases. It does not require Strategy to sell any specific amount.<\/p>\n<p>As crypto.news reported, the Aug. 3 disposal followed earlier sales that marked a departure from Strategy\u2019s previous focus on continuous accumulation. Its ledger shows four reported 2026 sales totaling 5,258 BTC.<\/p>\n<h2 class=\"wp-block-heading\"><strong>MARA\u2019s Two Prime transfer may involve asset management<\/strong><\/h2>\n<p>Separately, Lookonchain <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/x.com\/lookonchain\/status\/2084825510656540722\" target=\"_blank\" rel=\"nofollow\">reported<\/a> that MARA transferred 6,000 BTC, worth approximately $384.6 million at the time, to addresses identified as belonging to Two Prime. The analytics firm cautioned that the movement \u201cdoesn\u2019t necessarily mean a sale\u201d and could relate to asset management.<\/p>\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\">\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">MARA, the Bitcoin mining company holding 36,303 <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$BTC<\/a>($2.34B), transferred 6,000 <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$BTC<\/a>($384.6M) to <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/hashtag\/TwoPrime?src=hash&amp;ref_src=twsrc%5Etfw\">#TwoPrime<\/a> over the past 5 hours.<\/p>\n<p>The transfer doesn&#8217;t necessarily mean a sale\u2014it could be for asset management.<a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/t.co\/3KeRxgKwy4\">https:\/\/t.co\/3KeRxgKwy4<\/a> <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/t.co\/CVR9p0wvLb\">pic.twitter.com\/CVR9p0wvLb<\/a><\/p>\n<p>\u2014 Lookonchain (@lookonchain) <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/x.com\/lookonchain\/status\/2084825510656540722?ref_src=twsrc%5Etfw\">August 5, 2026<\/a><\/p><\/blockquote>\n<\/div>\n<\/figure>\n<p>MARA has an established financial relationship with Two Prime. In July 2025, the miner led a $20 million investment in the firm and expanded its managed Bitcoin allocation from 500 BTC to 2,000 BTC. Two Prime manages institutional trading, lending and Bitcoin yield strategies.<\/p>\n<p>An SEC filing showed that MARA transferred 2,000 BTC into a separately managed account during 2025. The account held 1,903 BTC by Sept. 30 after recording a net trading loss of roughly 97 BTC.<\/p>\n<p>The new 6,000 BTC transfer could expand the arrangement, move assets between custody accounts or support another financial transaction. Those possibilities remain unconfirmed. MARA\u2019s 2025 annual report says it may buy or sell Bitcoin depending on market conditions and capital allocation priorities.<\/p>\n<p>In related coverage, crypto.news reported that MARA increased its holdings to 36,303 BTC in June after selling 15,133 BTC during March to support a $1 billion convertible debt repurchase.<\/p>\n<h2 class=\"wp-block-heading\"><strong>Official filings will determine whether more Bitcoin was sold<\/strong><\/h2>\n<p>Bitcoin traded near $64,387 at the time of reporting, up about 0.95%. Strategy shares <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.google.com\/finance\/beta\/quote\/MSTR:NASDAQ\" target=\"_blank\" rel=\"nofollow\">rose<\/a> approximately 2.9% to $97.65 during the latest U.S. session, while <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.google.com\/finance\/beta\/quote\/MARA:NASDAQ\" target=\"_blank\" rel=\"nofollow\">MARA shares<\/a> were nearly unchanged at $11.75. The market data showed no immediate broad selloff tied to the reported transfers.<\/p>\n<figure class=\"wp-block-image size-large\"><figcaption class=\"wp-element-caption\">Strategy shares price chart, source: Google Finance<\/figcaption><\/figure>\n<p>Strategy says it will disclose material Bitcoin monetization through its customary Form 8-K filings and its public dashboard. Its next update should show whether the 1,030 BTC movement changed the company\u2019s reported holdings.<\/p>\n<p>MARA investors will similarly need an SEC filing or company statement to determine whether its 6,000 BTC remains under company ownership. Until those disclosures arrive, both movements should be treated as transfers rather than confirmed sales.<\/p>\n<p>    <!-- .cn-block-related-link --><\/p><\/div>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A wallet identified by onchain analytics platform Lookonchain as being associated with Strategy transferred 1,030 Bitcoin worth about $66.14 million on Aug. 5.\u00a0 Summary A suspected Strategy wallet moved 1,030&hellip;<\/p>\n","protected":false},"author":1,"featured_media":30477,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-36413","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cryptocurrency"],"_links":{"self":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/36413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/comments?post=36413"}],"version-history":[{"count":1,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/36413\/revisions"}],"predecessor-version":[{"id":36414,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/36413\/revisions\/36414"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/media\/30477"}],"wp:attachment":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/media?parent=36413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/categories?post=36413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/tags?post=36413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}