Key Insights
- Strategy added 1,229 BTC, funded via ATM stock sales, to its total accumulation.
- Total holdings have reached 672,497 BTC,and each was acquired at an average cost of $74,997 per coin.
- Market data shows a weak spot in demand as BTC trades below the Strategy’s latest purchase price.
Strategy Reloads on Bitcoin, SEC Filing Shows Fresh 1,229 BTC Purchase
Strategy Bitcoin purchase activity resumed in late December. This is as the firm added 1,229 BTC worth $108.8 million. The acquisition was disclosed through a U.S. SEC filing. This reflects the continued balance sheet exposure to bitcoin amid volatile market conditions.
Today, Bitcoin stands at $87,647.24, dropping 0.27% in 24 hours and 2.48% over seven days. Trading volume hits $48.7B, showing persistent activity as the market navigates short-term volatility and mixed investor sentiment.
Strategy Bitcoin Purchase Confirmed Through SEC Filing
The SEC approved the Strategy Bitcoin purchase details, which were disclosed in a Form 8-K filing dated December 29, 2025. The filing confirmed the acquisition of 1,229 BTC during the week ending December 28. The average purchase price stood at $88,568 per bitcoin at the time of purchase.
The SEC document also outlines Strategy’s complex capital structure. Multiple classes of preferred stock are listed alongside their Class A common shares trading under the MSTR ticker. The filing signals that this is a material corporate event that is tied to the treasury management.
A post shared on X by @Strategy confirmed the transaction. It further reported a year-to-date bitcoin yield of 23.2% for 2025. The update stated that for now Strategy holds 672,497 BTC that were acquired for approximately $50.44 billion.
https://x.com/Strategy/status/2005625386093461971?s=20
Funding Method and Accumulation Pattern
The latest Strategy Bitcoin purchase was funded through the sale of 663,450 Class A common shares. These shares were issued under the company’s at-the-market equity program. Net proceeds from the sale totalled roughly $108.8 million.
Strategy confirmed it did not sell any preferred securities during the reporting period. The firm also retained capacity for additional issuances if market conditions allow. This approach preserves flexibility in future capital allocation.
Earlier in December, Strategy executed two large bitcoin purchases totalling 21,269 BTC. Those buys were completed as prices hovered near $90,000. Together, they amounted to nearly $2 billion in deployed capital over two weeks.
Market Conditions and Bitcoin Price Signals
At the time of disclosure, bitcoin traded near $87,200, below Strategy’s most recent purchase price. Intraday volatility pushed BTC briefly above $90,000 before reversing lower. Strategy’s holdings remain valued near $59 billion.
https://x.com/TedPillows/status/2005650166003663047?s=20
Market data shows choppy price action on the one-hour BTCUSD chart. All recent rallies toward the $90,000 range faced repeated selling pressure. Concurrent volume spikes appeared more frequently during pullbacks than during upward moves.
Additionally indicators point to cautious spot demand. This is as the aggregated spot cumulative volume delta trended lower. Despite this the Coinbase premium index remained negative. These signals suggest limited institutional spot buying during recent sessions.
Strategy Bitcoin purchase activity continues without any reported bitcoin sales since its adoption as a treasury reserve asset. Despite recent price weakness, the firm maintains more than $8 billion in unrealized gains. Shares of Strategy traded modestly lower in premarket, tracking bitcoin’s movement.
The ongoing accumulation shows how confident long term investors are in BTC. This shows that whales are confident in the long term BTC structure and market performance. Michael Saylor is a known Bitcoin bull from way back . Therefore this move underscores his bullish bias in the larger market scope. Bulls need to reclaim the 100K zone successfully so as to confirm a trend reversal towards all time high.
