Billion-Dollar Bet: Strategy Drops $1.25 Billion On Bitcoin Above $91,000

A single institutional player just placed a jaw-dropping $1.25 billion wager on Bitcoin's future—and they're only buying above $91,000.

The High-Stakes Threshold

Forget dollar-cost averaging. This move defines conviction. By setting a buy order with a floor at $91,000, the strategy screams one thing: they're not betting on a comeback; they're betting on a breakout to uncharted territory. It's a vote of confidence that says current all-time highs are merely a stepping stone.

What a $1.25B Order Really Signals

Institutional money isn't just knocking on crypto's door anymore—it's taking a battering ram to the wall. A position this size shifts markets, creates new support levels, and forces every other major fund to reassess their risk models. It's capital deployment as a statement.

The Ripple Effect Across Finance

Watch the derivatives markets churn. Volatility will spike as traders front-run the anticipated liquidity grab. Meanwhile, traditional finance desks—still largely debating whether crypto is an 'asset class'—are left scrambling to explain to clients why they missed the boat on a move this bold. Some hedge fund manager is probably pitching a 'crypto-contingent macro strategy' as we speak to justify their fee.

This isn't a trade; it's a territory claim. When someone risks over a billion dollars not on *if* Bitcoin will rise, but on *where* it will restart its climb, it redefines the ambition for the entire asset class. The old guard's cautious dips are being bypassed by a new playbook: go big, or get out of the way.

Strategy Has Acquired Another 13,627 Bitcoin

As announced in an X post by Strategy co-founder and chairman Michael Saylor, the company has completed a new bitcoin acquisition involving 13,627 BTC, spending an average of $91,519 per token or a total of about $1.25 billion.

This purchase is rather large; in fact, it’s the biggest buy that the firm has made since July of last year. In his usual Sunday foreshadowing post, Saylor hinted that the acquisition WOULD be significant, using the caption: “₿ig Orange.”

In a reply to the post, the Strategy chairman reflected on the company’s accumulation journey, saying, “Ironic that our $60.25 billion Bitcoin position started with a $0.25 billion purchase in August 2020.”

Following the purchase announcement, Strategy’s stack has officially grown to 687,410 BTC and total investment to $51.80 billion. At present, these holdings are valued at $63.28 billion, meaning that the treasury company is in a profit of more than 22%.

According to the filing with the US Securities and Exchange Commission, the new acquisition took place in the week between January 5th and 11th, funded using proceeds from the company’s MSTR and STRC at-the-market (ATM) stock offerings.

Last Monday, Strategy announced expansions for both its Bitcoin treasury and US Dollar reserve, but the focus this week appears to have been on the cryptocurrency alone. The USD reserve, which was created by the company at the start of December, has seen two additions so far, and the latest one took its value to $2.25 billion.

In another X post, Saylor has also shared a chart that compares annualized returns for the best-performing assets in the “Bitcoin Standard Era,” referring to the period since August 2020 when the firm made its first purchase of the cryptocurrency.

As displayed in the graph, MSTR has produced the second-most annualized returns in this timespan, with its profits of 60% surpassing even BTC’s, which has managed a return of 45%.

The number one performing asset in the period has been Nvidia (NVDA), posting annual returns of 68%. The strength behind the company’s stock was initially driven by the ethereum mining boom and more recently, by the rise of AI datacenters.

“The best-performing assets of this decade are Digital Intelligence $NVDA, Digital Credit $MSTR, and Digital Capital $BTC,” Saylor wrote, framing each asset under a distinct role.

BTC Price

Bitcoin kicked off 2026 with a recovery surge, but bullish momentum has faded for the asset as its price is still trading around $91,400.