Strategy announced a significant expansion of its Bitcoin holdings, acquiring an additional 24,869 BTC for approximately $2.01 billion. This recent purchase, averaging roughly $80,985 per coin, has increased the firm's total Bitcoin treasury to an impressive 843,738 BTC, solidifying its position as the world’s largest corporate Bitcoin treasury by a substantial margin. The disclosure was made via a Form 8-K filing with the U.S. Securities and Exchange Commission, maintaining the company's established pattern of Monday morning acquisition announcements.

This latest acquisition marks a notable acceleration in Strategy's accumulation pace, especially when compared to its prior disclosed purchase of 535 BTC for $43 million during the week of May 5–11. That smaller acquisition had previously led to investor speculation about a potential slowdown in the firm's aggressive buying strategy. With this most recent tranche, Strategy's cumulative acquisition now stands at 843,738 BTC at an aggregate cost of approximately $63.87 billion, translating to an average price of roughly $75,700 per Bitcoin.

The company also reported a BTC Yield of 12.6% year-to-date in 2026. This proprietary metric is crucial for Strategy, as it tracks Bitcoin accumulation per diluted share and serves as the primary benchmark for assessing the accretive value of its capital markets activities for shareholders. The funding for these acquisitions heavily relies on Strategy’s Variable Rate Series A Perpetual Stretch Preferred Stock (ticker STRC) and its MSTR at-the-market equity offering program. STRC, which offers an annualized dividend of approximately 11.5%, has evolved into a multi-billion dollar preferred equity product, becoming an increasingly vital component of Strategy’s Bitcoin-buying engine.

Executive chairman Michael Saylor had previously hinted at a major announcement, updating Strategy’s Bitcoin acquisition tracker on Sunday with a teaser of “big dot energy,” indicating a substantial new marker on the company’s well-known chart of cumulative BTC purchases. While Saylor emphasized the company's commitment to being a "net accumulator" of the asset, he and CEO Phong Le had acknowledged during the Q1 2026 earnings call that Strategy might, under specific circumstances, sell a portion of its Bitcoin to fund STRC dividends or manage tax obligations. Saylor later mitigated these concerns by stating that the company would aim to buy between 10 and 20 Bitcoin for every coin it might ever sell.

At Bitcoin's current trading price near $80,000, Strategy’s 843,738-coin treasury boasts a market value exceeding $67 billion, making it one of the most concentrated single-asset corporate balance sheets in financial history. Furthermore, Strategy recently moved to retire $1.5 billion in face value of its zero-coupon 2029 convertible notes for approximately $1.38 billion. This action, effectively buying back the debt at about 92 cents on the dollar, signals a more aggressive approach to utilizing its balance sheet, including the potential to fund such transactions with Bitcoin sales, despite Saylor's strong emphasis on continuous accumulation.