Overview
- An SEC filing shows the company bought 22,305 BTC between Jan. 12–19 at an average $95,284, bringing holdings to 709,715 BTC acquired for about $53.92 billion at a $75,979 average price.
- The purchase was funded by roughly $2.125 billion raised through ATM programs, including about $1.83 billion from selling 10.4 million MSTR shares and $294.3 million from 2.95 million STRC preferred shares, with a smaller STRK tranche.
- Strategy now controls roughly 3.3–3.4% of Bitcoin’s supply, marking its largest weekly addition since 2024 and reinforcing its status as the biggest corporate holder.
- MSTR fell roughly 5–7% as Bitcoin slid toward $90,000, while analysts highlighted dilution, compressed “Bitcoin yield,” and reliance on a roughly $2.25 billion USD reserve to service preferred dividends and debt.
- Company filings point to substantial remaining issuance capacity—about $38 billion under current programs—supporting its 21/21 capital plan as large institutions report positions in MSTR and Strategy preferreds.