Strategy (formerly MicroStrategy) recently purchased 13,627 Bitcoins at a cost of nearly $1.25 billion between January 5 and 11, 2026, boosting the company’s total Bitcoin holdings to 687,410 BTC. This is the largest Bitcoin purchase by Strategy since July 2025. The average purchase price during this purchase was around $91,519 per BTC, which brought Strategy’s total investment in Bitcoin to $51.8 billion at an average of $75,353 per coin, with over $10 billion in unrealized gains. The current price of Bitcoin was near $90,500. Naturally, the MSTR stocks have surged in the market in response to this fresh batch of Bitcoin purchases.
How Did Strategy Fund the Purchase?
Strategy funded its recent $1.25 billion worth of Bitcoin purchase primarily through at-the-market (ATM) equity programs. This involved selling shares of MSTR Class A common stocks and STRC Variable Rate Series A Perpetual Stretch Preferred Stocks. The company sold about 6,827 shares of MSTR stock to generate $1.13 billion in net proceeds and 1,262 shares of STRC stock to get $119.1 million. These sales occurred between January 5 and 11, 2026, directly funding the acquisition of 13,627 BTC.
MSTR Stock Performance Post the Recent Bitcoin Purchase
MSTR stocks have experienced a positive upward movement following the Strategy’s recent purchase of 13,627 Bitcoin worth $1.25 billion between January 5 and 11, 2026. From a previous close at around $160.34, the MSTR shares rose 1.91% initially, after the announcement of the purchase, with real-time data indicating a climb to $162.23. This amounts to a 3.11% intraday growth of MSTR shares.
The surge reflected investor optimism in Strategy’s aggressive Bitcoin accumulation in 2026, despite a 48% decline in 2025 amid market dilution and crypto volatility. Day highs reached $163.81, supporting a market capitalization exceeding $46 billion, with data prioritized from real-time sources. Year-to-date returns of MSTR shares remained challenged at around -51%, but the Bitcoin buy has countered recent bearish pressures like the unrealized losses of $17.4 billion in Q4 2025.
MSTR shares showed a flat response to the Bitcoin purchase initially, but gained modestly amid testing at $150-$155 support levels. The stock remained down by 67% from the July 2025 peaks and was trapped below key moving averages, with a 20-day Exponential Moving Average at $164 and a 50-day at $190. Despite this, MSTR shares have a persistently bearish outlook in the market with Supertrend at $181 and risk of breakdown to $140-$120 if $150 fails. To confirm an upside momentum, the stock needs a reclaim of $164 followed by $193 for reversal signals toward $238-$272 EMAs. Market capitalization of MSTR shares stood at $46.6 billion. This showed a potential discount to Bitcoin’s net asset value.
Growing Institutional Interest in Bitcoin
MicroStrategy’s recent $1.25 billion Bitcoin purchase on January 12, 2026, has fueled discussions on growing institutional interest in Bitcoin. This acquisition, adding 13,627 BTC to their holdings, has confirmed a trend where firms treat Bitcoin as a treasury asset amid volatile market conditions.
Over 228 public companies now hold 3.2% of the total supply of Bitcoin, with MSTR leading via equity-financed buys that create a “flywheel” effect. Recent actions like Wells Fargo’s $383 million Bitcoin ETF purchase have signalled a broader adoption of the currency, pushing BTC prices amid supply shocks from corporate hoarding.
After this purchase of Bitcoin by Strategy, MSTR shares dipped initially to $157 but recovered above $159. This was attributed to the volatility tied to Federal policy concerns and Bitcoin’s changing appeal in the market. The proponents of Bitcoin ETFs view this as a step in reinforcing the scarcity of the asset in the market, with institutional premiums driving price discovery.
