Strategy Drops $2.5B On Bitcoin In Biggest Buy Of Year Yet – Overtakes BlackRock’s IBIT

• Strategy purchased 34,164 BTC for $2.54 billion, marking its largest Bitcoin acquisition of 2026 and continuing its aggressive accumulation strategy.
• The buy lifts total holdings to 815,061 BTC, allowing Strategy to surpass BlackRock’s iShares Bitcoin Trust exchange-traded fund and become the largest known institutional Bitcoin holder.
• Morgan Stanley’s Bitcoin Trust ETF (MSBT) has attracted nearly $103M in just two weeks.

Strategy (MSTR) has made its biggest Bitcoin (BTC) acquisition of 2026 so far, purchasing 34,164 BTC for a total of $2.54 billion over the past week.

According to the filing, the average price per Bitcoin at which the purchase was made was $74,395. With the most recent acquisition, which cost over $61.56 billion at an average price of $75,527 per coin, Strategy now has 815,061 BTC in total, allowing it to surpass BlackRock’s IBIT ETF, which holds nearly 803,000 BTC. 

As it continues to aggressively collect Bitcoin, the business also recorded a 9.5% year-to-date yield.

MSTR’s stock was down over 2% in the premarket trade on Monday. On Stocktwits, retail sentiment around MSTR remained in the ‘extremely bullish’ zone, while chatter stayed at ‘high’ levels over the past day.

Strategy’s Purchases Reshape Market Dynamics

Strategy’s latest purchase comes amid growing expectations that Strategy’s accumulation is becoming a dominant force in Bitcoin’s market structure. 

Adam Back, chief executive of Blockstream, said at Paris Blockchain Week that sustained buying from firms like Strategy could outpace newly mined supply, creating persistent upward pressure on prices. Back added that institutional demand, including flows into spot Bitcoin exchange-traded funds, was still in its early stages, with large pools of capital, such as pensions and insurance funds, yet to fully enter the market.

Bitcoin’s price was trading at $75,284, down 0.5% in the last 24 hours. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘high’ levels over the past day.

The crossover comes as Wall Street is aggressively buying Bitcoin, especially with Goldman Sachs (GS) and Morgan Stanley (MS) entering the race. With $57.74 billion in cumulative total net inflow as of last week, Morgan Stanley’s Bitcoin Trust ETF (MSBT) has amassed nearly $103 million, two weeks after launch, as per SoSoValue data.

Read also: ABTC Rallies In Pre-Market, BMNR Slumps As Bitcoin Nears Key Level That Analysts Are Watching This Week

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