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, Strategy disclosed in a Dec 22, 2025 Form 8-K that it did not purchase any BTC during the prior week; source: https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt5d076d61eebdec9e/6948cb2077fa9f36d375147a/form-8-k_12-22-2025.pdf; https://x.com/lookonchain/status/2003092780474868157. This conflicts with Strategy's Dec 15, 2025 press release stating it bought 10,645 BTC at 92,098 dollars, bringing holdings to 671,268 BTC with an average cost of 74,972 dollars and an unrealized profit of 9.73 billion dollars up 19 percent; source: https://www.strategy.com/press/strategy-acquires-10645-btc-and-now-holds-671268-btc_12-15-2025. For trading, remove the previously assumed 10,645 BTC weekly inflow from corporate accumulation trackers and wait for clarification via subsequent official filings, as the 8-K indicates no purchase while the press release claims one; source: https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt5d076d61eebdec9e/6948cb2077fa9f36d375147a/form-8-k_12-22-2025.pdf; https://www.strategy.com/press/strategy-acquires-10645-btc-and-now-holds-671268-btc_12-15-2025.

According to the source, a major Bitcoin-focused company skipped a new BTC purchase while its stock is 67% below its peak, as stated in an X post dated Nov 24, 2025 (source: X post, Nov 24, 2025). This headline flags a pause in corporate BTC accumulation alongside a significant equity drawdown tied to Bitcoin exposure, a combination traders commonly monitor for near-term crypto market sentiment and positioning cues (source: X post, Nov 24, 2025).

According to @BitMEXResearch, MicroStrategy (MSTR) previously sold equity at a premium to fund Bitcoin (BTC) purchases and is now pursuing debt issuance to buy more BTC, structuring the debt to resemble the risk profile of short-duration U.S. Treasuries, source: @BitMEXResearch on X, Nov 14, 2025. According to @BitMEXResearch, traders should monitor potential near-term BTC spot demand tied to any debt-funded accumulation by MSTR and related beta sensitivity in MSTR versus BTC around issuance and deployment timelines, source: @BitMEXResearch on X, Nov 14, 2025. According to @BitMEXResearch, fixed-income desks should watch pricing versus short-duration Treasuries, investor reception, and settlement timing as key datapoints for gauging the scale and pace of BTC purchases by MSTR, source: @BitMEXResearch on X, Nov 14, 2025.

According to QCP Capital, Bitcoin remains resilient above $100,000 despite escalating Middle East tensions, supported by corporate accumulation, with Strategy adding over 10,000 BTC and The Blockchain Group acquiring 182 BTC. Trump's comments raised U.S. conflict odds to 62% on Polymarket, while the Senate's passage of the GENIUS Act is viewed as a structural win for crypto markets. Traders are monitoring the Fed's rate decision, expected unchanged per CME FedWatch, amid risks like the Nobitex hack linked to Israel.

According to CoinDesk, Bitcoin (BTC) is trading near $105,000 with a minor 1.4% decline amid escalating Middle East tensions, as President Trump's comments raised U.S. conflict odds to 62% on Polymarket. QCP Capital analysts noted BTC's resilience stems from institutional accumulation, citing corporate entities like Strategy adding over 10,000 BTC and The Blockchain Group increasing holdings by 182 BTC. The Senate's approval of the GENIUS Act for stablecoins is seen as a structural win for the crypto industry, while traders await the Federal Reserve's interest-rate decision, expected to hold steady, for market direction.

According to André Dragosch (@Andre_Dragosch), there is a clear trend of companies raising millions of dollars specifically to acquire more Bitcoin, as observed in daily market news (source: Twitter, May 13, 2025). This consistent fundraising and Bitcoin accumulation by institutional players signals ongoing institutional interest and supports the current upward momentum in Bitcoin pricing. For traders, tracking these announcements can provide actionable insights into potential liquidity shifts and price trends, as large corporate buys often lead to short-term price volatility and increased trading opportunities.

According to Crypto Rover, major institutional players including El Salvador, BlackRock, and several US-based companies are actively purchasing Bitcoin, signaling a robust accumulation trend in 2025 (source: @rovercrc, April 26, 2025). This widespread Bitcoin buying among both sovereign and corporate entities provides bullish momentum for BTC price action and increases the likelihood of upward volatility. Traders should monitor these accumulation patterns as they directly impact liquidity and potential breakout scenarios in the spot market.

According to André Dragosch, PhD, corporations have unexpectedly become the dominant buying force in Bitcoin as of 2025, surpassing sovereigns, ETFs, and institutional investors. This shift indicates a significant change in market dynamics with implications for trading strategies. Corporations' increased participation may drive Bitcoin prices upwards and alter traditional investment patterns, suggesting a need for traders to monitor corporate investment trends closely.