Key Highlights:
- Strategy has added 1,287 BTC to its treasury and now holds 673,783 BTC.
- USD Reserves have also been increased to $2.25 billion.
- Bitcoin surged past $90,000, which is supported by institutional interest and global uncertainty.
Strategy Inc., world’s biggest Bitcoin Treasury company, has announced that it has acquired 1,287 BTC recently as per Michael Saylor’s post on X today, January 5, 2026. The company bought these BTCs using funds from its at-the market (ATM) equity program.
With this acquisition, the total Bitcoin holdings for the company now stands at 673,783 BTC. At the same time, the company has also increased its USD reserves by $62 million, and now the USD reserves stands at $2.25 billion. This establishment and increase in the USD reserves indicate that the company is also focusing on financial flexibility in a volatile market.
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. $MSTR https://t.co/Cv8jD80kQC
— Michael Saylor (@saylor) January 5, 2026
Strategy Continues Aggressive Bitcoin Buying
According to the disclosure released by the company, there were no Bitcoin acquisition from December 29-31, 2025. During a period prior to this, December 22-28, Strategy purchased 1,229 BTC for $108.8 million at an average price of $88,568 per coin, raising total holdings to 672,497 BTC with a cumulative cost of $50.44 billion (average $74,997 per BTC).
However, from January 1-4, 2026, the company has managed to add 1,283 BTC or $116 million at $90,391, which has raised its holdings to 673,783 BTC which is valued at $50.55 billion, with an average cost of $75,026 per coin.
As stated above, these purchases were fully funded through at-the-market (ATM) sales of Strategy’s Class A common stock (MSTR).
From December 22-28, the company sold 663,450 shares, which generated $108.8 million in net proceeds, leaving $11.4 billion in remaining issuance capacity.
No sales were made in the firm’s preferred stock series, STRF (10% Perpetual Strife), STRC (variable Rate Stretch), STRK (8% Strike), and STRD (10% Stride), maintaining significant available capacity ranging from $1.6 billion to $20.3 billion across those instruments.
Strategy Inc. Reports Q4 2025 Digital Asset Update
The company also provided a Q4 2025 snapshot which showed the impact of mark-to-market accounting on its Bitcoin holding. For the quarter ended December 31, the company recorded a $17.44 billion unrealized loss on digital assets, which was partly offset by a $5.01 billion deferred tax benefit.
For the full year, unrealized losses total $5.40 billion with a $1.55 billion tax shield. Year-end digital assets were valued at $58.85 billion, along with a $2.42 billion deferred tax liability.
These figures are unaudited and they highlight the non-cash nature of volatility in Strategy’s Bitcoin-focused model.
The company’s USD Reserves, as stated above, also rose to $2.25 billion as of January 4, 2026. This reserve is to provide liquidity for preferred stock dividends, debt servicing and further Bitcoin purchases.
Analysts believe that more ATM-funded purchases can be expected in 2026, which could slightly pressure MSTR shares but it may also push gains if Bitcoin nears past highs.
Bitcoin Surges Past $90,000 During Strategy’s Buying Spree
The price of BTC remained resilient during Strategy’s recent buying activity, and it remained stuck between the range of $87,000-$88,000 at the end of 2025 and early into 2026.
However, on 3rd Jan, the token finally surpassed the $90,000 mark and indicated renewed strength and investor confidence following a period of consolidation after significant volatility earlier in the year.
At press time, the price of BTC token stands at $92,583.29 with an uptick of 1.52% in the last 24-hours as per CoinMarketCap.
The main reasons for this increase include institutional validation, with Bank of America recommending a 1-4% crypto allocation for clients and coverage of major Bitcoin ETFs, and accumulation by Michael Saylor. Moreover, global uncertainty, which includes tensions in Venezuela, are also supporting BTC’s recent surge. However, analysts believe that there is a resistance near $93,000 that may cap near-term gains.
Also Read: Grayscale Says 2026 Could Begin Crypto’s Institutional Era, Bitcoin Seen Hitting New Highs
