MSTR BTC Poller

A single-file Python watcher that polls SEC EDGAR for new Strategy Inc (formerly MicroStrategy, ticker MSTR, CIK 0001050446) 8-K filings, parses the weekly Bitcoin-treasury update out of them, and fires alerts — with special emphasis on detecting BTC sales (vs the usual purchases).

Strategy files a weekly 8-K (usually Monday) with a table of BTC bought/sold, average price, and total holdings. Historically these were all purchases; the first sale appeared in mid-2026 with a new table layout. This tool is built to catch any future sale fast and reliably, through several independent detection layers plus an optional LLM second opinion.

Disclaimer: This is an informational tool, not financial advice. It tells you what a filing says, not whether to trade. SEC filings are public-domain government records. Use at your own risk; see the MIT LICENSE.

Features

• Multi-layer sale detection — fires a 🚨 SALE SIGNAL if any layer trips:
  1. Header text — table header says "BTC Sold" / "BTC Disposed" / "Average Sale Price".
  2. Negative delta — a negative value in the BTC-acquired column (handles (535), -535, −535).
  3. Prose scan — past-tense sale language ("sold 1,500 bitcoin"); forward-looking funding language is noted but doesn't sound the alarm.
  4. Holdings delta — any decrease vs the last known holdings baseline (the most layout-robust layer).
• Optional LLM second opinion (Groq Llama 3.3 70B) — runs on every BTC update, non-blocking. If it flags a sale the regex missed, you get a separate alert. Catch-all for novel layouts.
• Two SEC feeds (--feed): submissions (per-CIK JSON, never misses) or getcurrent (global firehose, often lower latency).
• Telegram broadcast — auto-discovers subscribers (anyone who sends /start) and broadcasts alerts to all of them.
• Health monitoring — degraded/recovered alerts after consecutive poll failures, plus periodic heartbeat so a dead process is visible.
• Stdlib + requests only.

Install

pip install -r requirements.txt

Configure

cp config.env.example config.env   # Windows: copy config.env.example config.env

Then edit config.env. The only required key is SEC_UA — set it to your own contact email (SEC rate-limits/blocks generic User-Agents). Telegram and Groq are optional. config.env is gitignored — never commit real secrets.

Usage

# Sanity check: parse a past filing through the full pipeline (no state change)
python mstr_btc_poller.py --backtest 0001193125-26-249768

# Verify Telegram delivery end-to-end (no filing needed)
python mstr_btc_poller.py --test-telegram

# Prime once before going live: mark existing 8-Ks as seen + set holdings baseline
python mstr_btc_poller.py --prime

# Go live
python mstr_btc_poller.py

CLI flags

--feed, --interval, --prime, --once, --backtest, --test-telegram, --open, --open-only-btc, --no-audible, --groq-api-key, --llm-timeout, --telegram-token, --telegram-chat-id, --health-fail-threshold, --heartbeat-secs, --log-file, --user-agent.

Precedence: CLI flag > environment variable > config.env > built-in default.

State files

State persists in your home directory (not in the repo):

• ~/.mstr_btc_poller_state.json — seen filings + holdings baseline.
• ~/.mstr_btc_poller_subscribers.json — Telegram subscribers (kept separate so deleting the state file to re-prime does not wipe your subscribers).

Operational notes

• SEC permits up to 10 req/sec for automated access — always send a descriptive User-Agent with a contact email. Default interval is ~5 req/sec.
• The poller does not survive laptop sleep, lid-close, or a closed terminal. For 24/7 reliability run it on an always-on machine or a VPS.
• The parser is positional/regex-based and assumes specific column orders and header strings; Strategy has changed their layout before. The holdings-delta layer and the LLM are the format-robust backstops.

License

MIT — see LICENSE.