Overview
- Strategy bought 13,627 BTC for about $1.25 billion during the week ending Jan. 11, taking its total to roughly 687,410 coins.
- TD Cowen cut its one-year price target to $440 but kept a buy rating, projecting bitcoin yield of about 7.1% for fiscal 2026 versus 22.8% in 2025.
- Analysts expect about 155,000 BTC of 2026 purchases to be financed mainly through common and preferred stock, pressuring per‑share bitcoin accrual.
- MSCI chose not to exclude bitcoin-treasury companies from key indexes, easing concerns over potential passive outflows.
- Director Carl Rickertsen disclosed a 5,000‑share open‑market buy of roughly $780,000 as MSTR rebounded 5–10% with bitcoin approaching $95,000–$100,000.