THE PEELMonday, Nov 2, 2026 · written 8:05 AM ET from the Oct 30 close

Strategy bought 811 BTC · Strive bought 124 BTC

Strategy reported buying 811 BTC for $65.5M (Oct 26 to Nov 1), bringing its total to 849,327. Strive reported buying 124 BTC (Oct 24 to Oct 30), bringing its total to 43,124. Strategy bought back $208M of STRC at $99.52 a share, which saves 12.06% a year in dividends.

bitcoin is at $77,632 as of 8:05 AM ET, up 1.1% from $76,805 at Friday’s 4 PM close.

MSTR closed at $130.53 (−7.83%), mNAV 1.13x from 1.20x; ASST closed at $22.20 (−10.90%), mNAV 1.34x from 1.43x. mNAV here is enterprise value (diluted market value plus debt and preferreds, minus cash) divided by the bitcoin held.

STRC closed at $99.13, under $100 for 168 days (117 straight closes). STRK moved the most, down 3.38% to $67.85. Current yields (annual dividend ÷ price): STRF 9.84%, STRC 12.11%, STRK 11.70%, STRD 14.34%, SATA 13.62%, and SATS 16.10%.

Built from: Bitcoin price, Closes, mNAV (EV), Preferred closes, Current yields, STRC vs par, 8-K purchases, 8-K buybacks.

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Orange Paper reads every Strategy and Strive filing as it lands and checks each figure before publishing. Figures from filings link to SEC EDGAR; our own calculations are labelled. Not investment advice.
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