Strategy Continues Bitcoin Accumulation With 13,627 BTC Purchase in January

Source: Btcpeers Original Title: Strategy Continues Bitcoin Accumulation With 13,627 BTC Purchase in January Original Link: Strategy added 13,627 Bitcoin to its holdings last week in a $1.25 billion purchase. This represents the company’s largest Bitcoin acquisition since July 2025. The purchase occurred between January 5 and January 12, 2026.

The company disclosed the transaction in a Form 8-K filing with the Securities and Exchange Commission on Monday. Strategy paid an average price of $91,519 per Bitcoin. This brings the company’s total holdings to 687,410 BTC acquired at an aggregate cost of approximately $51.8 billion.

The latest purchase was funded through at-the-market equity programs. Strategy raised about $1.25 billion through sales of MSTR common stock and STRC preferred stock. The company maintains substantial issuance capacity across its equity programs for future Bitcoin purchases.

Direct Impact on Corporate Treasury Strategy

This acquisition comes after Strategy reported a $17.4 billion unrealized loss on Bitcoin holdings during Q4 2025. Bitcoin prices fell more than 20% in late 2025. The company’s average cost basis stands at $75,353 per Bitcoin.

Strategy’s consistent buying pattern has influenced other corporations to adopt similar treasury policies. Public companies now collectively hold over 1.1 million Bitcoin. 2025 was the first year Strategy’s playbook was replicated at scale by companies across multiple sectors.

Corporate adoption expanded rapidly through 2025 using debt and equity financing structures. Companies like Metaplanet, Forward Industries, and BitMine built large positions during the year. The trend reflects a shift from opportunistic buying to formal treasury policy implementation.

Long-Term Institutional Adoption Accelerates

Strategy’s continued accumulation reflects broader institutional acceptance of Bitcoin as a reserve asset. The company’s position represents more than 3.2% of Bitcoin’s total 21 million supply. This concentration makes Strategy stock a primary vehicle for institutional Bitcoin exposure.

Regulatory developments in 2025 accelerated institutional adoption. The GENIUS Act passed in July 2025 provided a federal stablecoin framework. Spot Bitcoin ETFs accumulated over $125 billion in assets by early 2026. These vehicles offer regulated access to Bitcoin without custody complexity.

The institutional shift parallels growing sovereign interest in digital assets. National Bitcoin reserve proposals gained momentum across multiple countries, with governments recognizing Bitcoin’s potential as a strategic reserve asset. The U.S. established a Strategic Bitcoin Reserve in early 2025 holding over 200,000 Bitcoin.

However, concerns about balance sheet risk remain relevant. Companies with Bitcoin-centric treasuries face exposure to price volatility. Strategy’s paper losses in Q4 2025 demonstrated how market downturns affect equity valuations. Analysts note that firms relying on continuous capital raises face sustainability questions during extended bear markets.

The corporate treasury model continues to evolve. Some firms now explore yield generation through network participation. Others separate Bitcoin accumulation from day-to-day corporate valuation to reduce dilution concerns. The 2026 landscape will test whether this treasury strategy proves durable through full market cycles.