0:00
0:00
Subscribe to Bankless or sign in
Strategy (MSTR) has acquired 4,048 more bitcoin for roughly $449M at an average price of $110,981, according to an SEC filing. This latest purchase brings its total stack to 636,505 BTC, worth approximately $70B.
What’s the Scoop?
- Latest Acquisition: Strategy acquired 4,048 BTC last week.
- Treasury Overview: The firm’s holdings now represent more than 3% of bitcoin’s fixed 21M supply. Its average purchase price stands at $73,765 per BTC, implying around $23B in unrealized gains.
- Strategic Vision: The firm’s capital plan — dubbed the “42/42” strategy — targets $84B in total capital raises through 2027 for BTC acquisitions, up from the original $42B “21/21” goal.
- Yield Increase: Strategy also increased the yield on STRC preferred shares from 9% to 10%. This move intended to help the offering trade near its $100 target price.
Bankless Take:
Strategy is far and beyond the largest corporate crypto holder. While MSTR shares have been trading in a downtrend against BTC since mid-July, the stock has experienced relative strength in recent weeks.
Strategy has acquired 4,048 BTC for ~$449.3 million at ~$110,981 per bitcoin and has achieved BTC Yield of 25.7% YTD 2025. As of 9/1/2025, we hodl 636,505 $BTC acquired for ~$46.95 billion at ~$73,765 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/dxXWygUijS
— Michael Saylor (@saylor) September 2, 2025
0
0
