Strategy co-founder Michael Saylor has signaled another substantial Bitcoin acquisition just one week after the company disclosed a $1 billion cryptocurrency purchase. Saylor posted “Think Even Bigger” on X alongside a chart showing the company’s Bitcoin buying history, following his established pattern of teasing major purchases through social media.
The hint comes as Strategy pushes forward with a proposal to implement semi-monthly dividend payments, designed to stabilize its stock price and attract more institutional investment.
The company filed preliminary proxy documents with the Securities and Exchange Commission on Friday outlining the dividend restructuring plan.
Strategy Eyes Unique Semi-Monthly Dividend Structure
Strategy CEO Phong Le announced the company’s intention to pay dividends twice monthly, on the 15th and at month-end, totaling 24 payments annually at the current 11.5% rate. In a video presentation shared by Saylor, Le explained that the restructured payment schedule aims to address demand volatility that occurs when investors become ineligible for upcoming dividends.
“What do we think this will do, it should stabilize the price, dampen cyclicality, drive further liquidity and grow demand,” Le stated during the shareholder presentation.
The CEO emphasized that Strategy would become the only preferred stock globally offering semi-monthly dividend payments, creating a unique market position.
The company analyzed dozens of potential payment schedules before settling on the semi-monthly approach, having considered weekly and even daily dividend record dates.
However, NASDAQ regulations require a minimum 10-day gap between record dates and payment dates, constraining the company’s options according to Le’s presentation.
Recent Bitcoin Acquisition Adds to Massive Holdings
Strategy disclosed last Monday that it acquired 13,927 Bitcoin between April 6 and 12 for approximately $1 billion, at an average price of $71,902 per coin.
The purchase reinforced the company’s position as the largest corporate Bitcoin holder among publicly traded firms, with total holdings reaching 780,897 coins valued at $58.2 billion according to BitBo data.
Saylor’s latest social media post suggests the company may be preparing an even larger acquisition, potentially surpassing the recent $1 billion purchase.
The executive has consistently used cryptic Bitcoin-themed messages to preview major announcements, with his “Think Bigger” post preceding the April disclosure by one day.
Strategy’s aggressive Bitcoin accumulation strategy has made it one of the most frequent buyers in the corporate sector, with regular weekly purchases supplementing larger strategic acquisitions.
The company’s treasury strategy has fundamentally tied its business model to Bitcoin’s price performance, creating significant volatility in its stock price.
The proposed dividend changes directly address this volatility challenge. Le explained that investor demand typically drops after the ex-dividend date, cooling buying activity and slowing new share sales.
By doubling the frequency of dividend payments, Strategy hopes to maintain more consistent investor interest throughout each month.
Shareholders will vote on the dividend proposal following a definitive proxy filing expected April 28. Voting opens immediately after the filing and closes June 8 at the annual shareholder meeting.
If approved, the new semi-monthly payment schedule would begin in mid-July, fundamentally changing how the company rewards investors.
The market responded positively to Strategy’s recent developments, with the company’s stock jumping 11.8% on Friday to $166.52. This price movement reflects investor confidence in both the Bitcoin acquisition strategy and the potential dividend restructuring.
Strategy’s dual approach of aggressive Bitcoin accumulation combined with innovative dividend structures represents a unique experiment in corporate treasury management.
The company has essentially transformed from a traditional business intelligence firm into a leveraged Bitcoin investment vehicle, attracting investors seeking cryptocurrency exposure through traditional equity markets.
The success of Strategy’s model has influenced other publicly traded companies to consider Bitcoin treasury strategies, though none have matched the scale or commitment of Saylor’s approach.
The proposed dividend changes could further distinguish Strategy from competitors while addressing one of the main criticisms of its current structure.
Not Financial Advice: This article is for informational purposes only. Crypto investments are highly volatile. Always do your own research.
