> At a Glance
> – Strategy just bought 1,287 BTC, its first purchase earmarked for 2026
> – Total bitcoin stash now 673,783 BTC worth ~$62.6 billion
> – USD cash reserve climbed $62 million to $2.25 billion
> – Why it matters: The NASDAQ-listed firm deepens its bitcoin-heavy treasury while building a record cash cushion amid a reported $17.4 billion Q4 unrealized loss
Strategy is doubling down on its bitcoin strategy even as unrealized losses mount. The Michael Saylor-co-founded firm revealed its opening crypto purchase of 2026 alongside a fresh injection of dollars into its balance sheet.
Record Bitcoin Holdings
The latest acquisition lifts Strategy’s corporate treasury to 673,783 BTC, worth roughly $62.6 billion at bitcoin’s recent price near $93,000.
Saylor announced the move on social media:
> Michael Saylor tweeted:
> “Strategy has acquired 1,287 BTC to increase its BTC Reserve to ₿673,783 and has increased its USD Reserve by $62 million to $2.25 billion.”
Cash Fortification
Alongside the bitcoin buy, Strategy grew its dollar holdings:
- Added $62 million in December 2025
- Total USD reserve now sits at $2.25 billion
- Cash build follows share sales last month
Q4 Unrealized Hit
Separate data from Walter Bloomberg shows the firm logged:
- An unrealized loss of $17.44 billion in Q4 2025
- Share price has tumbled nearly 70% from 2024 highs
- The bitcoin-focused treasury model faces renewed scrutiny
| Reserve Type | Latest Figure | Change |
|---|---|---|
| Bitcoin Holdings | 673,783 BTC | +1,287 BTC |
| USD Holdings | $2.25 billion | +$62 million |
| BTC Value (est.) | ~$62.6 billion | – |
Key Takeaways
- Strategy remains the largest corporate bitcoin holder after its latest purchase
- The firm is bolstering cash reserves while bitcoin prices stay volatile
- Unrealized Q4 losses highlight the risk of a crypto-heavy balance sheet
- Investor confidence has waned, reflected in the steep share-price decline
The simultaneous bitcoin accumulation and cash raise signals Strategy’s intent to maintain liquidity while staying committed to its digital-asset strategy.
