Key facts
- Saylor's November 15, 2026 X post carried the caption "This dip could use a little orange" above Strategy's bitcoin tracker.
- DropsTab data put Strategy's unrealized loss on its bitcoin holdings at more than $9.5 billion.
- MSCI is set to delete Strategy and Metaplanet from its global indexes by the end of November 2026, per CoinGape.
- Strive holds 43,153 BTC, the fourth-largest bitcoin treasury, and its stock is up more than 40% year-to-date.
- Strategy stock is down more than 27% year-to-date, the report said.
Michael Saylor suggested on November 15, 2026 that Strategy may have bought more bitcoin in the prior week, posting the company's bitcoin portfolio tracker on X with the caption "This dip could use a little orange." The report said such Sunday posts typically come before an announcement the following week of another bitcoin purchase.
Bitcoin fell as low as $62,000 over the 24 hours before the post and was down more than 17% over the prior month, having traded above $80,000 during that period. According to DropsTab data cited in the report, Strategy's bitcoin holdings carry an unrealized loss of more than $9.5 billion at that price.
The report said MSCI will delete Strategy from its global indexes by the end of November 2026, along with fellow bitcoin treasury firm Metaplanet, after classifying Strategy as a non-operating company with a major reliance on its bitcoin strategy. CoinGape reported the index change.
Strive CEO Matt Cole also posted his company's bitcoin portfolio tracker on November 15, 2026, with the caption "Bitcoin's cheap, we want more." Strive holds 43,153 BTC, the fourth-largest bitcoin treasury behind Strategy, Metaplanet and Twenty One Capital, and has bought bitcoin every week since July 2, the report said. Strive stock is up more than 40% year-to-date, while Strategy stock is down more than 27% year-to-date, according to the report.