Stock Markets August 31, 2026 08:32 AM

Strategy Inc. Resumes Bitcoin Buying After Ten-Week Liquidation Pause

Company deploys $369.7 million from recent equity raise to acquire 4,603 BTC, narrowing the gap with its June holdings peak

By Jordan Park
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Strategy Inc. has returned to accumulating Bitcoin, acquiring 4,603 coins between August 24 and 30 for $369.7 million. The purchases, funded by at-the-market equity sales, were signaled publicly by Executive Chairman Michael Saylor and confirmed in an SEC 8-K. The company now holds 845,050 BTC at a blended cost basis of $75,412 per coin.

Strategy Inc. Resumes Bitcoin Buying After Ten-Week Liquidation Pause
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Key Points

  • Strategy Inc. purchased 4,603 BTC between August 24 and 30 for $369.7 million, using proceeds from at-the-market equity sales.
  • The company now holds 845,050 BTC, below its June 21 peak of 847,363 BTC, with a blended average cost of $75,412 per coin and a total cost basis of $63.73 billion.
  • The June 29, 2026 board approval of a Digital Credit Capital Framework led to the prior sale of 6,948 BTC for $432.5 million to fund preferred dividends and STRC repurchases, a sequence that influenced market sentiment.

Strategy Inc. halted a ten-week streak of Bitcoin disposals by purchasing 4,603 BTC over the period from August 24 to August 30, deploying $369.7 million to do so. The company financed the acquisition with proceeds from at-the-market equity issuance, a funding route it had initiated earlier.

Executive Chairman Michael Saylor telegraphed the resumption of purchases with a succinct social media post reading "Were back" and the company documented the buying activity in an SEC 8-K filing. The move came after a pause in sales late in August and was publicly visible ahead of the New York Stock Exchange opening when Strategy's shares traded up roughly 1% to 2% in pre-market activity.

At the time of the transactions, Bitcoin was last quoted at $78,280. Strategy purchased the latest tranche at an average price of $80,318 per coin, a slight premium relative to the quoted spot level. The company now reports total Bitcoin holdings of 845,050 BTC, which remains below its June 21 peak of 847,363 BTC.

Key balance-sheet figures disclosed around the repurchase and equity activity include a total cost basis for the company's Bitcoin holdings of $63.73 billion and a blended average price of $75,412 per coin. Recent funding included $602.8 million raised through the sale of 4.53 million Class A shares, of which $369.7 million was allocated to purchase Bitcoin.


Earlier events set the context for the reversal in stance. On June 29, 2026, Strategy's board approved a Digital Credit Capital Framework that, for the first time in the company's history, authorized selective Bitcoin sales. Following that approval, the company sold 6,948 BTC for total proceeds of $432.5 million. Those sales were used to fund preferred-stock dividends and repurchases of STRC shares.

Although some market participants described the earlier disposals as small relative to daily spot volumes, the fact of selling by the market's largest corporate Bitcoin holder became a recurring bearish narrative through the summer. That psychological overhang began to ease during a two-week cessation of sales late in August and culminated in the documented purchases reported in the 8-K and by company posts on X.

The recent transactions and their funding route underscore Strategy's use of equity capital markets to manage its Bitcoin exposure and balance-sheet priorities. The company now sits slightly below its prior holdings high while recording a blended cost basis that reflects purchases made across different price environments.


Summary

Strategy Inc. bought 4,603 BTC for $369.7 million between August 24 and 30, funded by $602.8 million raised via 4.53 million Class A shares. The company holds 845,050 BTC at a blended cost of $75,412 per coin, and the buyback followed a ten-week period in which Strategy sold 6,948 BTC after its board authorized selective sales on June 29, 2026.

Risks

  • Market perception risk - The prior ten-week selling streak created a bearish narrative that affected investor sentiment; sectors affected include cryptocurrency markets and equities tied to corporate crypto holdings.
  • Funding and balance-sheet risk - Strategys use of equity issuance to finance Bitcoin purchases indicates reliance on capital markets to manage crypto exposure; this impacts equity investors and potentially broader capital markets.
  • Price execution risk - The company paid an average of $80,318 per coin for the recent tranche while Bitcoin last traded at $78,280, implying short-term price slippage risk within crypto markets.

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