Strategy’s Sept. 21 filing with the Securities and Exchange Commission reported a purchase of 950 $BTC for $75.7 million during the preceding week. That transaction brought its holdings to 846,000 $BTC as of Sept. 20. Saylor’s new post points toward a possible further purchase; a subsequent company disclosure would establish whether one occurred.
Earlier Teaser Was Followed by a $370 Million Purchase
The 846,000 $BTC displayed on Sunday’s chart is the total Strategy disclosed after its latest confirmed acquisition. That 950 $BTC purchase returned the company’s holdings to a level it held during the summer before further bitcoin sales. Strategy spent $174 million repurchasing its STRC preferred stock in the same reporting period.
Saylor has used a holdings chart to hint at a potential purchase before. On Aug. 30, he shared a “We’re Back” message as Strategy awaited its next transaction disclosure. At that point, the company’s reported holdings stood at 840,447 $BTC.
The following day, Strategy disclosed a $369.7 million bitcoin purchase totaling 4,603 $BTC. That sequence gives Saylor’s latest orange chart a precedent, while the size and timing of any new transaction remain subject to Strategy’s next disclosure.
What the $71.81 Billion Figure Shows
Strategy’s bitcoin ledger records its disclosed acquisitions and sales. Its latest entry is the 950 $BTC purchase reported Sept. 21, bringing the total cost of its current holdings to about $63.8 billion. The chart’s $71.81 billion figure represents their market value at a particular bitcoin price, rather than the amount Strategy spent acquiring them.
For a company with a bitcoin corporate treasury, the distinction is significant: a price move can raise or lower the reported value of its reserve without any purchase or sale. Strategy also reported $1.05 billion in USD Cash as of Sept. 20, which it may use for bitcoin purchases or other corporate purposes.
