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Strategy’s $2.13 Billion Bitcoin Buy Lifts Treasury to 709,715 BTC

Funded by at-the-market stock sales, the move spotlights a capital-to-Bitcoin model facing questions about dilution plus the staying power of its preferred-share dividends.

Overview

  • The company bought 22,305 BTC between Jan. 12 and Jan. 19 at an average price of $95,284, taking cumulative holdings to 709,715 BTC at a total cost of about $53.92 billion.
  • Proceeds of roughly $2.125 billion came largely from selling about 10.4 million MSTR shares for $1.83 billion and about 2.95 million STRC preferred shares for $294.3 million, with a smaller STRK sale and no STRF or STRD issuance.
  • With more than 709,000 BTC, the firm remains the largest corporate holder, controlling over 3% of Bitcoin’s circulating supply, while its long-term average purchase price stands at $75,979 per BTC.
  • MSTR fell roughly 5–7% after the disclosure as Bitcoin slipped to around $90,000, reflecting pressure from broader market volatility and renewed focus on share issuance and valuation metrics.
  • Analysts highlight risks in the funding loop that converts fresh capital into BTC and services preferred dividends, even as the company retains sizable authorized capacity to issue additional equity and preferred securities.