Strategy buys 535 BTC for $43M, total holdings hit 818,869

Strategy acquired 535 BTC for approximately $43 million between May 4 and May 10, paying an average of around $80,340 per coin, the company disclosed Monday. Total holdings now stand at 818,869 BTC, acquired for roughly $61.86 billion at an average cost basis of about $75,540.

Why it matters

The 535-BTC purchase is among the smaller weekly additions Strategy has posted in recent months, yet it lands at a meaningfully higher average price than the company's blended cost basis — a sign the treasury program is still executing even as spot trades above $80,000. The company also reported a BTC Yield of 9.4% year-to-date for 2026, the per-share metric it uses to frame how accretive the bitcoin stack has been relative to its diluted share count.

Market impact

At the implied average, the buy marks a continued absorption of newly minted supply by a single corporate buyer. Strategy's stack remains the largest disclosed corporate treasury position in bitcoin and continues to set the benchmark other public-company treasuries are measured against. Watch the next weekly disclosure for whether the 535-BTC cadence holds or steps back up — a smaller-than-recent print with BTC Yield still printing positive is the read traders will quote.