Strategy adds 1,955 BTC to treasury portfolio, leading this week's BTC acquisition trend

Strategy announced another 1,955 BTC purchase, following a Michael Saylor ￰1￱ are still scooping BTC off the market, as even smaller companies compete for more ￰2￱ announced its usual weekly acquisition, this time adding 1,955 BTC, to its balance at an average price of $111,196. Over the past week, Strategy continued with its purchases, even as BTC weakened below $110,000. Following the announcement, BTC maintained its recovery, trading at $112,004. The latest Strategy purchases happened during a week of relative ￰3￱ Saylor announced the latest purchase after signaling an “orange dot day” late on ￰4￱ has acquired 1,955 BTC for ~$217.4 million at ~$111,196 per bitcoin and has achieved BTC Yield of 25.8% YTD ￰5￱ of 9/7/2025, we hodl 638,460 $BTC acquired for ~$47.17 billion at ~$73,880 per bitcoin. $MSTR $STRC $STRK $STRF $STRD ￰0￱ — Michael Saylor (@saylor) September 8, 2025 Metaplanet also bought BTC this ￰6￱ Japanese firm also typically announces its treasury additions at the beginning of the new ￰7￱ returned to MSTR issues For the latest BTC purchase, the bulk of liquidity came from MSTR issuance.

A little over $200M for BTC purchases came from the latest MSTR ￰8￱ is the second week Strategy has returned to its MSTR ATM facility, following a period of relying on preferred ￰9￱ new issuance happened after Strategy changed the rules for mNAV values, allowing it to mint more MSTR for purchases or other costs related to its BTC acquisition ￰10￱ the latest purchase period, Strategy also used $5.2M from the STRK ATM facility, for now reserving other preferred shares for ongoing ￰11￱ entire treasury is now at 638,460, which is still below the level of leading ETFs. Currently, Strategy operates with a mNAV ratio of 1.55 , which would require more cautious MSTR additions to avoid ￰12￱ this level, the ratio still shows confidence in MSTR and its ability to transform fiat into BTC, but also signals a weakening exuberance from peak ￰13￱ the latest issue, MSTR traded at $335.87, while STRF preferred shares traded at $111.50.

STRC traded close to its nominal value at $97.60. STRK traded at $95.55, while STRD offered the biggest discount at $78.50. Strategy continues to offer different tiers of risk, potentially drawing in diverse ￰14￱ for treasury status increases Within the top 100 treasury companies, the minimal BTC holding is now at 78 BTC, up from just 20 BTC a few months ￰15￱ acquisitions continue, either with available cash or through special fundraising ￰16￱ companies now own 1,005,879 BTC, with the bulk still held by the top 5 entities. However, smaller buyers and new financing facilities are still ￰17￱ like Capital B announce small raises of up to EUR 5M ($5.86M) to pursue their own ￰18￱ now, the buying has not materialized into the expected BTC supply crunch.

However, the smaller buyers add to the predictable demand for more BTC, even when Strategy and Metaplanet slow down their ￰19￱ still hold the bulk of BTC, at 1.5M coins, but are also active ￰20￱ for public and private companies either hold BTC passively or sell in extremely rare ￰21￱ now, treasury companies have not reported liquidating their BTC, with most showing long-term ￰22￱ some of the smaller BTC corporate treasuries are a vanity item, the general trend contributes to the BTC holding ￰23￱ smartest crypto minds already read our ￰24￱ in? Join them .