#StrategyBTCPurchase Here’s the latest major news about #StrategyBTCPurchase — focusing on Strategy Inc. (formerly MicroStrategy), one of the largest corporate Bitcoin treasury companies and a central figure in Bitcoin purchase strategy discussions:
🧨 1. New Insider Buy Amid Share Downturn (Today)
On January 13, 2026, Strategy’s director Carl Rickertsen made the first insider purchase of the company’s common stock since 2022, acquiring 5,000 shares ($780,000) amid a sharp downturn in the stock price. This happened as investor confidence in Strategy’s Bitcoin treasury model wavered, with the share price down ~62% over six months. Strategy still holds about 687,000 BTC (~3% of total supply) but concerns remain about funding dividends and financial obligations even after raising $2 billion to strengthen reserves.
📉 2. MSCI Rule Change Affects Strategy’s BTC Purchase Power (4 Days Ago)
MSCI recently modified how it treats Strategy’s shares in equity indices, meaning newly issued shares no longer count toward index weighting. Since Strategy funds many of its Bitcoin buys via stock sales, this limits future purchase capacity and could negatively impact the company’s ability to raise liquidity for additional BTC accumulation. The stock’s premium over its Bitcoin holdings has also declined.
📊 3. Retail Investors Still Support Strategy (Yesterday)
Despite volatile share performance and skepticism from Wall Street, many retail holders and enthusiasts remain committed to Strategy’s Bitcoin accumulation strategy. The company, led by Michael Saylor, continues to be the world’s largest corporate Bitcoin buyer — though shares have halved and strategies have diversified (including a $2.25 B cash reserve) to buffer against risks.
📈 Broader Context: Strategy’s BTC Acquisition Strategy
Recent market disclosures and filings show Strategy continuing its BTC accumulation over the past year:
• Largest BTC purchase in months: Strategy bought about 13,627 BTC (~$1.25 B) between Jan 5–11, 2026 — its biggest buy since July 2025 — bringing holdings to ~687,410 BTC. This purchase was funded mainly via equity offerings.
• Consistent accumulation throughout 2025: Strategy added BTC weekly and in large chunks as part of its relentless buy-the-dip approach, funded through equity issuance rather than debt.
🧠 What This Means for #StrategyBTCPurchase
Strategy’s BTC purchase strategy remains active, but it now faces challenges:
• ⚠️ Equity issuance limits: Recent MSCI rule changes could limit future purchases funded through stock offerings.
• 📉 Market skepticism: Share price decline and investor concerns about dilution and financing costs.
• 💪 Strong conviction: Retail investors and management still view Bitcoin accumulation as long-term value creation.