MicroStrategy big big Q2 call to show Bitcoin holdings
MicroStrategy go run dia big big Q2 2025 earning call for August 1 by 5:00 for morning re Taipe time. Di big man dem, Michael Saylor, yarn say e be di "most important event" for inside di company history. Dis call na come after MicroStrategy buy 21,021 Bitcoin for July 30 cost $2.46 billion, now dem hold total Bitcoin 628,791 BTC (about 3% of all di supply) with cost of $46.8 billion and market value near $80 billion. Traders go focus on di Bitcoin we dem hold and di accounting for gain we no don show face yet. Important numbers na Q2 EPS and revenue wen compared to wahala dem predict, how preferred-stock financing go reduce value, how debt dey structure and how software division perform. Inside Q1, company report EPS be –$16.53 (wey dem expect be –$0.11) and revenue $111.1 million (wey dem expect be $117.1 million). Analyst dem predict say Q2 EPS be –$0.10 and revenue be $113.54 million. Saylor own “42-42 Capital Plan” be to raise $84 billion by 2027 to buy more Bitcoin. If di earning call sound beta, e fit make MSTR stock and Bitcoin price go high, but if dem give cautious advice, e fit slow down how quick e go move for short time.
Bullish
For short term, di Q2 earnings call fit cause gbege for Bitcoin price because traders go dey react to key metrics and guidance. Di recent $2.46 billion buy of Bitcoin plus big holdings wey dem get for low cost base show say institutional demand tight. Saylor 42-42 Capital Plan dey signal more big big Bitcoin buys, e support better optimism. For long term, MicroStrategy keep use corporate treasury adopt Bitcoin mean say Bitcoin price get better fundament. But if dem talk anyhow about EPS, revenue or debt, e fit make momentum slow down. Overall, di call wey focus on top how to expand Bitcoin holdings come show say e go get positive effect for Bitcoin market.