JPMorgan: MicroStrategy's 2026 Bitcoin buying could hit $30 billion — dwarfing prior years!

JPMorgan analysts project MicroStrategy's Bitcoin purchases could reach $30 billion in 2026, well above the roughly $22 billion the company deployed across both 2024 and 2025 combined. The firm has already acquired 145,834 BTC this year — worth approximately $11 billion — with April marked as a month of notable acceleration.

At the current annualized pace, the trajectory points to a structural step-change in institutional Bitcoin accumulation, not a one-off buying spree. MicroStrategy's total holdings now stand at 818,334 BTC, valued at more than $65 billion at current market prices.

For the broader market, the signal is hard to ignore: the largest corporate BTC holder is not slowing down, and JPMorgan — a traditional finance heavyweight — is the one doing the math publicly.