Strategy's weekly ATM update: 855 BTC added, $8 billion in common stock capacity remaining
The February 2 8-K shows Strategy bought 855 Bitcoin in the final week of January and still has more than $8 billion in common stock ATM capacity to deploy.
Sawse Research
Research notes across crypto equity, filings, insider activity, ETF wrappers, and market context, written from the records outward.
Latest Research
AMD's February 8-K lands while the stock has already doubled this year
AMD filed a results 8-K on February 3, 2026, and the price context around that filing tells a sharper story than the items themselves.
Alphabet's Q4 8-K lands with $109.9 billion in revenue and a risk-factor rewrite
Alphabet filed its results 8-K on February 4, 2026, disclosing operating results and a materially revised risk-factor profile that investors need to read alongside the headline number.
MSTR's February 8-K Reveals a Preferred Stock Dividend Framework Tied to STRC Price
Strategy's February 5 current report discloses a structured dividend-rate mechanism for its STRC preferred stock, with rate changes keyed to monthly VWAP bands.
Strategy added 17,994 BTC in one week and rewrote its ATM rules the same day
The March 9 8-K combines a meaningful weekly Bitcoin purchase with a structural change to how Strategy can execute ATM sales.
ARKB's sponsor reshuffled its leadership on March 1. The ETF wrapper itself is unchanged.
A parent-company reorganization at 21co Holdings triggered an Item 5.02 disclosure for the ARK 21Shares Bitcoin ETF, but the trust structure and Bitcoin exposure remain intact.
IBIT adds Anchorage as a second Bitcoin custodian
BlackRock's spot Bitcoin ETF filed an 8-K disclosing a new custody agreement with Anchorage Digital Bank, keeping Coinbase in place while adding a federally chartered alternative.
ARKB is splitting 3-for-1 on June 13, and the mechanics matter for ETF investors
The ARK 21Shares Bitcoin ETF announced a three-for-one share split effective June 13, 2025, a structural change that lowers the per-unit price without altering Bitcoin exposure.
IREN prices $875 million in zero-coupon convertible notes
IREN's October 9 8-K discloses a large zero-coupon convertible offering that expands the company's capital base and sets up the next phase of fleet and infrastructure spending.
IREN raises $1 billion in zero-coupon convertible notes
The October 14 8-K discloses a $1 billion convertible note offering with a 2031 maturity, capped call protection, and proceeds earmarked for general corporate purposes.
IREN's November 8-K: shareholder votes unlock two share repurchase programs tied to its convertible structure
IREN's November 24 filing confirms shareholder approval for ordinary share repurchases under both its Prepaid Forward and Capped Call Transactions, adding a capital structure layer that matters for how the equity trades around its convertible instruments.
IREN prices a convertible note offering and a share sale to retire existing notes on the same day
IREN executed two simultaneous capital markets transactions on December 3, raising new debt while using equity proceeds to repurchase existing convertible notes.
IREN raises $2.3 billion in convertible notes and immediately starts unwinding older debt
The December 8 offering closed both tranches at full size, with initial purchasers exercising their overallotment options in full, and the company disclosed exactly how it plans to deploy the proceeds.
Hut 8 locks in 245 MW and a Google backstop at River Bend
A 15-year lease with Fluidstack and a Google rent guarantee reframe HUT from pure Bitcoin miner to large-scale data center operator.
HUT expands its Coinbase credit line to $200 million, pledging Bitcoin as collateral
Hut 8 just amended its credit agreement with Coinbase Credit for the fourth time, raising the total facility to $200 million with Bitcoin-secured collateral.
RIOT's CFO transition locks in a two-year advisory structure with $2.5 million in total compensation
The January 2 8-K formalizes the outgoing CFO's senior advisor role and installs a new finance chief with an investment banking background, while also restructuring equity incentive agreements across the company.
Oracle's January 8-K flags a leadership change at the top
Oracle filed an Item 5.02 8-K on January 9 disclosing a director or officer departure, election, or appointment, and the filing lands against a backdrop of elevated disclosure activity.
RIOT sold 200 acres in Rockdale to AMD and kept the lease
RIOT's January 16 8-K discloses a land sale and 10-year lease-back with AMD at its Rockdale, Texas facility, a transaction that reshapes how the site's capital is deployed.
GLXY's February 8-K: operating results land with a ceiling-level disclosure signal
Galaxy Digital filed an 8-K on February 3 disclosing operating results, and the filing arrives with Sawse's Filing Risk Score at 98 and Event Momentum at 100.
Oracle opens a $20 billion ATM. The scale is the story.
Oracle's February 8-K disclosed a $20 billion at-the-market equity offering backed by 14 sales agents, one of the largest ATM programs filed by a large-cap enterprise software company.
IREN's February 8-K puts operating results on the table
IREN filed an Item 2.02 results disclosure on February 5, and the filing lands against a backdrop of strong price recovery and ceiling-level filing activity.
FBTC adds BitGo as a second Bitcoin custodian
Fidelity's spot Bitcoin ETF split its custody arrangement on February 2, adding BitGo alongside the existing Fidelity Digital Asset Services relationship.
Shopify's $2 billion buyback lands while the stock sits near a 52-week low
The board authorized a $2 billion repurchase program on the same day Shopify reported operating results, a pairing that matters more given where the stock has traded.
HUT expands its ATM sales network with two Virtu entities
HUT's February 25 8-K adds Virtu Americas LLC and Virtu Canada Corp. as sales agents to its existing at-the-market offering program, broadening the distribution infrastructure for future equity issuance.