Strategy 增购 535 枚 BTC 总持仓升至 818,869 枚，Morgan Stanley MSBT 首月交易录得零净赎回

Crypto Mars News reports that, according to BBX data, Bitcoin corporate reserves continue to expand this week (up to May 12), and monthly performance data for institutional-grade ETF products has been released. The core developments are as follows: Strategy, Inc. (NASDAQ: $MSTR) submitted Form 8-K to the SEC on May 11, disclosing that the company purchased an additional 535 BTC, totaling approximately $43 million, with an average price of about $80,340; as of May 11, the total holdings increased to 818,869 BTC, with a total acquisition cost of approximately $61.86 billion (average price $75,540). Since early 2026, BTC yield has been 9.4%. Of the funds used for this round of purchases, $42.9 million came from MSTR ATM equity financing, and $1 million from the STRC preferred stock plan. The 535 BTC purchase scale is far below the peak last month (a weekly increase of 34,164 BTC from April 13–19), but the company still maintained additional purchases after the Q1 earnings report subtly hinted at selling BTC to pay dividends, actively supporting the “hold firm” stance. Morgan Stanley (NYSE: $MS) subsidiary Morgan Stanley Bitcoin Trust (NYSE Arca: $MSBT) launched on April 8. According to CryptoSlate on May 10, $MSBT recorded zero net redemptions in the first full trading month after launch, with management scale maintaining positive growth from the first day. Meanwhile, the overall US Bitcoin spot ETF has experienced six consecutive weeks of net inflows, with a total net inflow of $2.44 billion in April, and daily inflows have continued to be positive since May. $MSBT entered the market with a 0.14% management fee, making it the currently lowest-fee Bitcoin spot ETF. The zero net redemption data for the first month marks that Morgan Stanley’s wealth management client network has formed initial stable demand for this product, which industry analysts interpret as an early signal of large-scale traditional wealth management channels integrating into the Bitcoin ETF ecosystem.