Bold $1.25 Billion Bet: Strategy Scoops Up 13,627 BTC as CLARITY Act Looms
A major player just went all-in on digital gold—dropping over a billion dollars on Bitcoin right before Washington gets serious.
The Pre-Regulation Power Play
Forget dipping a toe in. This is a cannonball into the deep end. A single investment strategy just deployed a staggering $1.25 billion in cash to acquire 13,627 Bitcoin. The timing isn't subtle. The move lands just ahead of a critical markup for the CLARITY Act, legislation that could define crypto's regulatory playground for years.
Reading the Political Tea Leaves
Is this confidence or a hedge? Buying at this scale, at this moment, sends a deafening signal. It screams a belief that Bitcoin's value proposition strengthens, not weakens, under a clearer legal framework. It's a bet that institutional adoption will accelerate once the rulebook is written, regardless of how strict it might be. The old guard on Wall Street might call it reckless—but then again, they said the same thing about the internet.
The New Alpha: Policy Anticipation
The smart money isn't just watching charts anymore; it's parsing congressional calendars. This massive acquisition transforms a pending legislative session into a market-moving event. It suggests that for some, regulatory clarity—even if it brings new compliance burdens—trumps the current fog of uncertainty. It's a vote with a nine-figure wallet.
One cynical take? It's the ultimate 'regulatory arbitrage'—loading up before the compliance costs get added to the ticket. Because in finance, the real profit often lies in getting in before the rules make it expensive for everyone else to follow.
Strategy still has billions left to throw at Bitcoin
As of press time, Strategy still has $10.3 billion ready to go in their stock sale program.That’s just the common stock. There’s more.
The board’s also got room to issue billions more in preferred shares: $3.9 billion in more Variable Rate, $20.3 billion in Strike Preferred Stock, $4.0 billion in Stride Preferred, and another $1.6 billion in Strife Preferred. That’s more than enough firepower to keep buying if they want to.
Meanwhile, things are getting interesting. David Brickell and Chris Mills from the London Crypto Club dropped some heat in their weekly letter. They said bitcoin is the best way to bet against the falling US dollar and that it “will regain its throne as the number one performing macro asset in 2026.”
They also said Donald TRUMP will “hand out the candy” before the November midterms, and that the whole thing is basically a test of how people feel about the White House.
Traders who bought NEAR the top at $126,000 might sell if the price climbs back to break even. But Brickell and Mills said that might not matter much this time. They wrote: “Onchain analytics now suggest reduced profit taking and consequent supply pressure from whales and long term holders, with realised price gains decelerating.”
At the time of this report, Bitcoin was trading just over $91,000, still almost 30% lower than its record high.
But this whole thing lines up with what Arthur Hayes said earlier this year. He claimed the combo of free government money and a weak dollar could push Bitcoin up to $200,000 in the first quarter of 2026.
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