According to @StockMKTNewz, Michael Saylor and MicroStrategy (MSTR) purchased 855 more Bitcoin over the past week at an average cost of roughly 87,974 dollars per coin, bringing their reported total to 713,502 BTC with an average purchase price of about 76,052 dollars per BTC (source: @StockMKTNewz).

According to @saylor, Strategy acquired 855 BTC for approximately $75.3 million at about $87,974 per bitcoin and, as of 2/1/2026, holds 713,502 BTC acquired for roughly $54.26 billion at an average cost near $76,052 per bitcoin. Based on @saylor's disclosure, recurring corporate accumulation signals sustained institutional demand, which can support BTC spot liquidity and reinforces MSTR and STRC as high beta proxies for Bitcoin exposure for traders.

According to @julian2kwan, MicroStrategy’s BTC strategy is leverage-driven balance sheet engineering rather than Bitcoin yield: they borrow USD and buy BTC; if BTC appreciates faster than the debt cost, shareholders effectively hold more BTC per share, but no new BTC or cash flow is produced (source: @julian2kwan on X). He highlights trade-offs as added debt, potential dilution when convertibles are exercised, and dependence on BTC outperforming USD, making the approach directional instead of defensive (source: @julian2kwan on X). He defines real Bitcoin yield as cash flow generated from activity and revenue across cycles and says IXS is building infrastructure that converts volatility and demand into sustainable returns without leverage (source: @julian2kwan on X). For BTC and MSTR traders and investors, this framing implies exposure is tied to BTC beta and funding conditions rather than income generation, making it critical to distinguish leverage-driven exposure from revenue-backed yield for position sizing and risk management (source: @julian2kwan on X).

According to @StockMKTNewz, MicroStrategy ($MSTR) purchased 2,932 BTC over the past week at an average cost around 90,061 per BTC, bringing its reported total holdings to 712,647 BTC with an estimated blended cost basis near 76,037 per BTC. According to @StockMKTNewz, this continued accumulation by $MSTR is a closely watched data point for traders monitoring institutional bitcoin exposure and corporate treasury allocation strategies.

According to @saylor, Strategy acquired 2,932 BTC for approximately $264.1 million at about $90,061 per bitcoin (source: @saylor). Per @saylor, as of 1/25/2026 the entity reports 712,647 BTC acquired for roughly $54.19 billion at an average price near $76,037 per bitcoin (source: @saylor). @saylor also referenced $MSTR and $STRC alongside $BTC in the disclosure (source: @saylor).

According to @GreeksLive, a session announced on Jan 16, 2026 will cover five trading-focused topics: a 2025 yearly lookback, what’s going on in IBIT, a DATS + MSTR trade, the crypto market structure bill, and a 2026 outlook (source: @GreeksLive). According to @GreeksLive, the agenda highlights IBIT, DATS, and MSTR as key tickers and flags policy developments as a discussion item, making it relevant for crypto and crypto-exposed equities traders once insights are published (source: @GreeksLive).

According to @RhythmicAnalyst, MSTR is stabilizing near a support zone, and a confirmed weekly close above $200 would add further strength to the setup (source: @RhythmicAnalyst on X, Jan 16, 2026). The author adds that this level matters for BTC because one company’s large BTC holdings can link MSTR price action to Bitcoin sentiment and risk appetite (source: @RhythmicAnalyst on X, Jan 16, 2026). For trade planning, the focus is on whether MSTR defends support and closes the week above $200 as a signal for potential positive spillover to BTC momentum (source: @RhythmicAnalyst on X, Jan 16, 2026).

According to the source, investment bank TD Cowen lowered its 12-month price target for MicroStrategy (MSTR) to $440 from $500, citing Bitcoin (BTC) price weakness. According to the source, this is the second target reduction since December.

According to @GreeksLive, a live stream on January 16 at 11:00 AM EST / 16:00 UTC will cover a 2025 yearly lookback, potential alpha in IBIT, the impact of DATs and MicroStrategy (MSTR) on volatility, whether regulation is a tailwind for BTC, and a 2026 outlook, with Greeks Live hosting the session (source: @GreeksLive on X, Jan 15, 2026).

According to @StockMKTNewz, Michael Saylor and MicroStrategy MSTR purchased more than $1B worth of Bitcoin in the past week. Source: X post by @StockMKTNewz on Jan 12, 2026. LuxAlgo specifies the buy size at approximately $1.25B and notes it is the first weekly billion-dollar BTC purchase by MSTR since July. Source: LuxAlgo on X https://x.com/LuxAlgo/status/2010720550944194928. For trading, the reported scale implies notable weekly BTC absorption tied to MSTR activity, a data point traders may monitor for short-term momentum in BTC and MSTR. Source: X posts by @StockMKTNewz and LuxAlgo.

According to @EmberCN, BTC treasury company MSTR bought 13,627 BTC last week at approximately 91,519 dollars per BTC for about 1.25 billion dollars, signaling notable spot absorption by a major holder, source: @EmberCN on X, Jan 12, 2026. MSTR now holds 687,410 BTC valued at 62.348 billion dollars with an average cost of 75,353 dollars and an unrealized profit of 10.55 billion dollars, source: @EmberCN on X, Jan 12, 2026. According to @EmberCN, ETH treasury company BMNR bought 24,266 ETH last week at approximately 3,122 dollars per ETH for about 75.76 million dollars, source: @EmberCN on X, Jan 12, 2026. BMNR now holds 4,167,768 ETH valued at 12.878 billion dollars with an average cost of 3,862 dollars and an unrealized loss of 3.225 billion dollars, source: @EmberCN on X, Jan 12, 2026. Key trading reference levels from the reported data are BTC 75,353 as treasury average cost and 91,519 as recent buy level, and ETH 3,862 as treasury average cost and 3,122 as recent buy level, source: @EmberCN on X, Jan 12, 2026. Weekly net additions absorbed 13,627 BTC and 24,266 ETH in circulating supply, a relevant datapoint for spot and derivatives liquidity tracking, source: @EmberCN on X, Jan 12, 2026.

According to @Andre_Dragosch, Strategy purchased 13,627 BTC for approximately 1.25 billion dollars at about 91,519 dollars per BTC, lifting total holdings to 687,410 BTC as of 1/11/2026, source: Strategy press release on strategy.com dated Jan 12, 2026 and Michael Saylor on X dated Jan 12, 2026. The firm reports a cumulative cost basis of roughly 51.80 billion dollars at an average of 75,353 dollars per BTC, offering traders clear reference levels at 91,519 dollars for the latest tranche and 75,353 dollars for the treasury average, source: Strategy press release on strategy.com dated Jan 12, 2026. @Andre_Dragosch characterizes this as the highest weekly purchase since July 2025, underscoring ongoing corporate BTC accumulation, source: @Andre_Dragosch on X dated Jan 12, 2026. Tickers cited alongside the disclosure were BTC, MSTR, and STRC, relevant for monitoring headline-driven moves in spot BTC and Strategy-linked equities during U.S. trading, source: Michael Saylor on X dated Jan 12, 2026.

According to @saylor, Strategy acquired 13,627 BTC for approximately $1.25 billion at an average price of $91,519 per BTC, bringing total holdings to 687,410 BTC — data relevant for traders assessing corporate Bitcoin demand. source: @saylor on X, Jan 12, 2026; Strategy press release on strategy.com, Jan 12, 2026 The aggregate acquisition cost is about $51.80 billion, implying a blended average cost of $75,353 per BTC that traders can use as a reference point for the company’s treasury exposure. source: @saylor on X, Jan 12, 2026; Strategy press release on strategy.com, Jan 12, 2026 The latest tranche price of $91,519 is roughly 21% above the stated average cost basis of $75,353, a spread calculated from the reported figures that highlights recent buy levels versus long-term cost. source: calculation based on figures from @saylor on X, Jan 12, 2026, and Strategy press release on strategy.com, Jan 12, 2026 With 687,410 BTC, the position equals approximately 3.27% of Bitcoin’s fixed 21 million maximum supply, underscoring the scale of corporate holdings relative to total supply. source: Bitcoin maximum supply 21 million from Bitcoin.org; holdings from @saylor on X, Jan 12, 2026, and Strategy press release on strategy.com, Jan 12, 2026 Tickers referenced in the disclosure were MSTR and STRC, pointing traders to equity proxies commonly tracked alongside BTC spot. source: @saylor on X, Jan 12, 2026 Key reference prices from the disclosure for trading dashboards are 91,519 dollars for the latest purchase and 75,353 dollars for the blended cost basis. source: @saylor on X, Jan 12, 2026; Strategy press release on strategy.com, Jan 12, 2026

According to @lookonchain, a new wallet named khami placed a Polymarket position that pays out if at least one event occurs by March 31, 2026: MicroStrategy sells any Bitcoin BTC, MicroStrategy announces holding 750,000 plus BTC, MicroStrategy announces bankruptcy, or MicroStrategy MSTR is added to the S&P 500, source: Lookonchain on X https://twitter.com/lookonchain/status/2010521834861793460; Polymarket https://polymarket.com/0x914e244ae32c19982d96ab50b3b55e487d1feace. This market centralizes event risk around MSTR and BTC, enabling traders to hedge or speculate on MicroStrategy balance sheet actions, index inclusion, or solvency timelines through the contract’s settlement window to 2026-03-31, source: Polymarket https://polymarket.com/0x914e244ae32c19982d96ab50b3b55e487d1feace.

According to @saylor, the best-performing assets of this decade are Digital Intelligence NVDA, Digital Credit MSTR, and Digital Capital BTC (source: @saylor on X, Jan 11, 2026). The post explicitly tags $NVDA, $MSTR, and $BTC as decade leaders and assigns each a role, highlighting these tickers for performance leadership this decade (source: @saylor on X, Jan 11, 2026).

According to the source, an X post on Jan 11, 2026 reported that Michael Saylor hinted at buying more Bitcoin using the phrase Big Orange. Source: X post dated Jan 11, 2026. For trading, any confirmation of a new BTC purchase by Saylor or MicroStrategy is typically disclosed via SEC Form 8-K filings and updates on MicroStrategy’s investor relations site, the standard channels used for prior Bitcoin acquisitions. Sources: SEC EDGAR; MicroStrategy investor relations. Timely signals for traders will appear first on SEC EDGAR, MicroStrategy’s investor relations page, or Michael Saylor’s verified X account. Sources: SEC EDGAR; MicroStrategy investor relations; Michael Saylor’s verified X profile.

According to @QCompounding, Warren Buffett estimates intrinsic value by prioritizing owner’s earnings over GAAP EPS to capture the cash that can actually be distributed to shareholders, a metric that drives more reliable valuation decisions for traders, source: @QCompounding on X, Jan 10, 2026; source: Berkshire Hathaway 1986 Shareholder Letter. Owner’s earnings are calculated as net income plus non-cash charges minus average maintenance capital expenditures and required working-capital investments, which traders can convert into an owner’s earnings yield by dividing by market cap or enterprise value to screen for undervaluation, source: Berkshire Hathaway 1986 Shareholder Letter; source: Aswath Damodaran, NYU Stern, Corporate Finance notes on FCFF and cash flow yields. This cash-based lens is particularly useful for crypto-exposed equities where GAAP can be noisy, such as bitcoin miners with heavy depreciation and capex and MicroStrategy with digital-asset accounting impacts, so emphasizing maintenance capex and working-capital adjustments improves signal quality, source: Marathon Digital Holdings 2023 Form 10-K on mining capex and depreciation; source: MicroStrategy 2023 Form 10-K on digital asset accounting; source: Berkshire Hathaway 1986 Shareholder Letter. For trading, rank names like Coinbase COIN, MicroStrategy MSTR, and major miners by owner’s earnings yield versus sector WACC to identify potential long or short candidates, and track inflections in maintenance capex and working-capital turns around crypto-volatility driven volume cycles, source: Aswath Damodaran, NYU Stern, cost of capital and FCFF framework; source: Coinbase 2023 Form 10-K on revenue sensitivity to crypto price and volatility.

According to @StockMKTNewz on Jan 5, 2026, Michael Saylor and MSTR had a 17.44 billion unrealized loss in Q4 driven by Bitcoin’s performance during the quarter (source: @StockMKTNewz). According to @StockMKTNewz, MSTR is currently trading around 1x mNAV, indicating pricing near its implied net asset value (source: @StockMKTNewz).

According to @EmberCN, Bitcoin treasury company @Strategy (MSTR) purchased 1,287 BTC last week at about $90,316, totaling roughly $116 million. According to @EmberCN, @Strategy (MSTR) now holds 673,783 BTC valued at $62.527 billion with an average cost basis of $75,026 and an unrealized profit of $11.975 billion. According to @EmberCN, Ethereum treasury company @BitMNR (BMNR) bought 32,977 ETH last week at about $2,963, totaling about $97.71 million. According to @EmberCN, @BitMNR (BMNR) now holds 4,143,502 ETH valued at $13.039 billion with an average cost basis of $3,867 and an unrealized loss of $2.983 billion.

According to Michael Saylor, Strategy acquired 1,287 BTC, lifting its Bitcoin reserve to 673,783 BTC. Source: Michael Saylor on X, Jan 5, 2026; Strategy press release on strategy.com, Jan 5, 2026. The company also increased its USD reserve by 62 million dollars to 2.25 billion dollars. Source: Michael Saylor on X, Jan 5, 2026; Strategy press release on strategy.com, Jan 5, 2026. The update referenced ticker MSTR, relevant for traders tracking equity exposure to BTC via corporate treasury holdings. Source: Michael Saylor on X, Jan 5, 2026.