Strategy Drops $2B on Bitcoin in One Week | CoinDesk Daily

— Strategy's $2 billion Bitcoin purchase: The company acquired 24,869 BTC last week at ~$81,000 per coin, bringing total holdings to 843,738 BTC with an aggregate cost basis of $64 billion. The acquisition was funded through sales of Strategy's STRC preferred stock.

— SpaceX perpetual futures on Hyperliquid: TradeXYZ launched SPCX, a synthetic perpetual contract tracking SpaceX's implied stock price, which opened at $150 (implying $1.78 trillion valuation) and spiked to $216 on $33 million first-day volume.

— Aschenbrenner's AI infrastructure bet: Former OpenAI researcher Leopold Aschenbrenner more than doubled equity exposure from $5.5 billion to $13.67 billion, focusing on Bitcoin miners and firms providing electricity, data center capacity, and compute infrastructure for AI.

— Hedging against semiconductor exposure: Aschenbrenner simultaneously opened $7.46 billion in put options against NVIDIA, Oracle, and Broadcom, indicating a cautious stance on major chip suppliers despite his broader AI infrastructure bullishness.

— Large institutional accumulation continues: Strategy's $2 billion buy signals sustained confidence from major holders, though it's worth monitoring whether such purchases indicate institutional view on Bitcoin's trajectory or simply portfolio rebalancing cycles.

— Watch miner and infrastructure stocks: Aschenbrenner's concentrated bet on Bitcoin mining and AI infrastructure providers suggests these sectors are perceived as longer-term beneficiaries of AI compute demand growth—relevant for those considering exposure beyond Bitcoin itself.