• Strategy added 855 Bitcoin before a weekend drop as its treasury stayed near breakeven after sharp market volatility.
• Bitcoin fell below $75,000 briefly which pushed Strategy unrealized losses higher before a fast market price rebound.
• Institutional demand stayed active as Strategy and Binance continued large Bitcoin purchases despite price swings.

Strategy disclosed a new Bitcoin purchase just before a sharp weekend price decline. The company added 855 Bitcoin valued at about $75.3 million. It paid an average price of $87,974 per coin, according to a Monday filing. However, Bitcoin fell sharply hours later during early Asian trading. Prices briefly dropped below $75,000 and increased market tension.

Despite the timing, Strategy maintained its long-term accumulation approach. The disclosure highlighted short-term market risk rather than balance sheet weakness. Investors tracked the filing closely as prices moved fast. Meanwhile, the company kept its buying strategy unchanged. The update set the tone for market reaction ahead of Monday trading.

Treasury Pressure Emerges as Prices Test Key Levels

The weekend decline briefly pressured Strategy’s Bitcoin treasury. The firm now holds 713,502 Bitcoin after years of steady accumulation. The total purchase cost stands near $54.26 billion. The average price across all buys sits around $76,052 per coin. At current prices near $77,000, the treasury remains close to breakeven.

However, Bitcoin’s drop to $74,500 pushed unrealized losses close to $1 billion. As prices recovered into the mid-$75,000 range, losses narrowed quickly. Consequently, unrealized losses fell near $150 million. This swing showed how volatility still affects large holders. Even so, Strategy kept its long-term exposure intact.

To support continued buying, the company adjusted its funding structure. Strategy raised the dividend on its Series A Perpetual Stretch Preferred Stock to 11.25%. Sales from these shares funded more than 27,000 Bitcoin in recent months. The structure provided steady capital access. Management signaled that purchases could continue into 2026.

Stock Weakness Follows Volatility Across Crypto Markets

Bitcoin volatility also affected Strategy’s stock performance. On Monday shares dropped over 7% in pre-market trade. Stock also fell to $138.49, the lowest in many years. This action was in line with general weakness in crypto-linked equities. The investors responded apprehensively when prices started to swing.

Despite the decline, Strategy continued buying Bitcoin earlier this year. On January 20, the company acquired over 22,000 Bitcoin. This purchase marked its largest buy of the year. The move reinforced its long-term positioning. However, market timing remained a key concern. Late last year, Strategy added 196 Bitcoin, which brought its total holdings to 640,031 BTC worth around $71.8 billion.

Institutional Bitcoin Activity Signals Broader Market Commitment

Elsewhere, institutional Bitcoin flows continued to grow. Binance began converting its SAFU fund into Bitcoin. The first conversion moved $100 million into 1,315 Bitcoin. About $900 million remains scheduled for conversion within 30 days. Additionally, Binance recently filed for a MiCA license in Greece aiming to secure EU wide operations before the July compliance deadline. Meanwhile, Bitcoin trades near $77,792 with strong daily volume. The broader crypto market cap stands near $1.57 trillion.