Stan Higgins

Yesterday's bitcoin price plunge brought a raft of critical attention to Michael Saylor's Strategy and the firm's aggressive accumulation strategy.

The State Teachers Retirement System of Ohio has increased its position in Strategy Inc., acquiring an additional 12,453 shares during the fourth quarter, bringing total holdings to 87,689 shares valued at approximately $11 million, according to a 13F filing submitted on February 2, 2026.

UBS Group, Switzerland's largest bank, has significantly increased its position in Strategy Inc., acquiring an additional 3.23 million shares to bring total holdings to 5.76 million shares valued at approximately $805 million, according to recent 13F filings.

Bitcoin treasuries added approximately 43,200 BTC in January, or 41,200 BTC net after sales — worth an estimated $3.3 billion at month-end prices.

This feature originally appeared in the BitcoinTreasuries.NET newsletter. Treasury companies face a capital structure dilemma: dilute shareholders through equity at compressed valuations, take on debt with liquidation risk, or stop buying Bitcoin.

KBC Group NV has significantly expanded its position in Strategy Inc., increasing its holdings to 311,624 shares as of December 31, 2025, according to recent 13F filings.

American Bitcoin Corp. has expanded its bitcoin treasury to 5,843 BTC, the company announced Monday.

Strategy has added 2,932 BTC to its corporate treasury in a $264.1 million purchase, Executive Chairman Michael Saylor announced Sunday. The acquisition was made at an average price of $90,061 per bitcoin.

This feature originally appeared in the BitcoinTreasuries.NET newsletter. Strategy has deployed $3.37 billion to acquire 35,932 BTC in just the first three weeks of 2026. If the company manages to sustain that pace, it would imply the company tops 900,000 BTC in annual purchases.

Secure Digital Markets (SDM) and BitcoinTreasuries.net are proud to release a joint year‑end research report designed to explain how corporate bitcoin treasuries work, who the major players are, and why this market is likely to grow and endure in 2026 and beyond.This collaboration pairs SDM’s capita...

Jane Dietze, a board member for Strategy Inc., has acquired 1,000 shares of Strategy Stretch (STRC) perpetual preferred stock at $99.48 per share, totaling $99,485, according to an SEC filing. The transaction demonstrates continued insider confidence in the company's Bitcoin treasury strategy.

Stansberry Asset Management has made some notable bitcoin-centric additions to its portfolio holdings, including Strategy Inc's STRD preferred shares, in two of its flagship investment vehicles.