Overview
- An SEC filing shows Strategy acquired 1,229 BTC between Dec. 22 and Dec. 28 for about $108.8 million at an average price of $88,568.
- The purchase was funded entirely via at-the-market sales of roughly 663,450 Class A shares, with no preferred securities issued during the week.
- Total holdings rose to 672,497 BTC acquired for approximately $50.44 billion at an average cost of $74,997 per coin, and the company reports a 23.2% BTC Yield year to date.
- MSTR shares remain under pressure, down roughly 45–50% this year as mNAV multiples compress and investors focus on dilution and valuation.
- Management has expanded a U.S. dollar reserve to about $2.2 billion to cover near-term obligations, and MSCI’s consultation on index eligibility for digital-asset treasury firms runs through Jan. 15, 2026.