An exchange-traded fund (ETF) linked to MicroStrategy saw a significant decline, with the Direxion Daily MSTR Bull 2X Shares (07799) falling over 13% in Hong Kong trading. As of the latest update, the ETF was down 13.22% to HK$2.416, with a trading volume of HK$1.4489 million.
The sharp drop follows news that MicroStrategy, a key holding, has expanded its Bitcoin sales. The company disclosed on July 6th that it sold 3,588 Bitcoin between June 29th and July 5th, raising approximately $216 million to fund dividends on its preferred stock. This marks the largest single Bitcoin sale in the company's history and its third such sale since initiating its Bitcoin acquisition strategy in 2020.
Adding to investor concerns, MicroStrategy reported a substantial digital asset impairment loss of $8.32 billion for the second quarter, a period during which the price of Bitcoin declined by approximately 14%.
This recent activity represents a notable shift for the company. MicroStrategy had long maintained a "never sell Bitcoin" policy, which it considered a cornerstone of its business model. However, that commitment has clearly loosened. The company first broke from this policy in late May of this year, selling 32 Bitcoin for roughly $2.5 million, also to cover preferred stock dividend payments.
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