Corporate BTC Accumulation Race: MSTR/MARA Sell Warnings Amid Insti Surge & BlackRock Mixed Flows
Key Questions
What recent actions has MicroStrategy taken regarding its Bitcoin holdings?
MSTR has flagged its first BTC sell following Michael Saylor's post-May 5 update. This comes amid broader warnings on potential sales while institutional interest surges.
Why is MARA selling Bitcoin and how does it compare to BlackRock activity?
MARA dumped 3,386 BTC to fund AI initiatives. In contrast, BlackRock recorded a $307M deposit against $287M in sales, showing mixed institutional flows.
What is the current status of BTC ETF flows and related stocks?
ETFs saw $1B in BTC outflows despite some inflows. MSTR and BMNR stocks have been bleeding value following recent market crashes.
MSTR flags first BTC sell (Saylor post-May5), MARA dumps 3,386 BTC for AI vs BlackRock $307M deposit & $287M sales. ETFs snap inflows with $1B BTC outflow; MSTR/BMNR stocks bleed.
Sources (1)
Updated May 20, 2026