Simply put
- Strategy, a publicly traded bitcoin treasury firm, invested $90 million to acquire 1,142 bitcoins last week.
- The firm holds nearly $50 billion in Bitcoin, which is less than its total investment in the cryptocurrency.
- Bitcoin has dropped over 23% in the past month and was recently trading around $69,000.
Strategy, recognized as the largest Bitcoin treasury firm globally, disclosed on Monday that it had purchased more BTC last week. This move comes as nearly $50 billion in its assets remain undervalued due to a recent decline in the crypto market.
Last week, it acquired 1,142 bitcoins, currently valued at about $79.3 million, even though the purchase price was roughly $90 million, which results in a cost of $78,815 per coin. Data from CoinGecko shows Bitcoin trading around $69,193.
To finance this acquisition, Strategy (previously MicroStrategy) sold $89.5 million worth of Class A common stock (MSTR), without issuing any preferred stock during that timeframe.
The company now possesses 714,644 BTC, approximately 3.4% of the global Bitcoin supply, valued at around $49.6 billion. However, at the current price of $76,056 per coin, they’ve incurred about $4.8 billion in unrealized losses.
The significant drop in Bitcoin’s price has put Strategy’s assets in a struggling position, especially as it has declined from its peak of over $126,000 reached in October. Recently, Bitcoin came close to $60,000, and although there has been a partial recovery, it’s still down over 23% in the last 30 days.
At the moment, Strategy’s stock (MSTR) is down about 1.25%, trading just above $133. Last week, it hit an 18-month low of $104 as Bitcoin’s value fell, though it began to rebound on Friday when crypto prices started to improve.
After the sharp price decline, Strategy Inc. reported a loss of $12.4 billion for the fourth quarter of 2025. This follows a steady decrease in Bitcoin prices since their high point in October. Despite this, co-founder and executive chairman Michael Saylor continues to express confidence in their strategy, even amid recent losses.
“Our approach is to establish a digital fortress based on 713,502 Bitcoins, and we believe that transitioning to digital credit aligns with our long-term Bitcoin vision,” he remarked on Thursday.
Furthermore, users on Myriad, a prediction market platform, indicate about 28% likelihood that the company will sell part of its Bitcoin holdings by the year’s end.
