Strategy Adds $116 Million in Bitcoin, Pushing Treasury to 673,783 BTC

2026-01-06 08:02:19

Strategy Inc. (NASDAQ: MSTR), the pioneering corporate Bitcoin treasury firm led by executive chairman Michael Saylor, acquired 1,286 BTC for approximately $116.3 million between December 29 and January 4, 2026. The purchase increased its total holdings to 673,783 Bitcoin—valued at roughly $63 billion at current prices.

(Sources: Strategy)

Latest Acquisition Details

The company paid an average of $90,391 per Bitcoin in the recent tranche, according to a Monday SEC filing.

Strategy’s entire treasury was built at an average cost of $75,026 per BTC, totaling ~$50.6 billion including fees and expenses.

The holdings now represent over 3% of Bitcoin’s fixed 21 million supply cap.

USD Reserve and Funding Strategy

Strategy also bolstered its USD Reserve by $62 million during the period, bringing the total to $2.25 billion. This buffer supports dividend payments on preferred stock and interest on existing debt.

The Bitcoin purchase was funded through at-the-market sales of 1,990,911 Class A shares, raising ~$312.2 million. ~$11.39 billion remains available under the current common stock ATM program, with $41.4 billion across perpetual preferred stock offerings.

No preferred stock was issued in the latest period.

Saylor’s Ongoing Accumulation Signals

Saylor teased the move on Sunday via Strategy’s Bitcoin tracker with “Orange or Green?”—referencing Bitcoin versus USD reserve additions.

The purchase follows a $108.8 million acquisition of 1,229 BTC the prior Monday and a $748 million USD Reserve boost just before Christmas.

TD Securities analysts noted the reserve expansion enhances liquidity and flexibility during potential prolonged downturns, maintaining a buy rating with a $500 12-month target.

Regulatory and Index Considerations

Strategy urged MSCI in December to reject a proposal barring companies with crypto holdings >50% of assets from global benchmarks, warning of index churn and conflict with U.S. digital asset policy.

MSCI’s decision is expected by January 15 ahead of February rebalancing.

Market Reaction

MSTR shares closed up 3.4% Friday at $157.16 and gained 4.5% in Monday pre-market. The stock fell 1.7% last week and ~50% over 2025, while Bitcoin declined 6% yearly.

Strategy’s relentless accumulation—despite price volatility—continues reinforcing its position as the largest corporate Bitcoin holder and a benchmark for treasury strategies.

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