Strategy Inc. (Nasdaq: MSTR) released new data on April 7 revealing that its Bitcoin accumulation pace far exceeds the network's new issuance rate, aggressively absorbing market supply. Chairman Michael Saylor warned that 2026 may be the last year investors can buy Bitcoin below $100,000.
Stunning Figures: Buy Volume Reaches 2.2x New Issuance
According to Strategy's official social media update, the company has accumulated 94,470 Bitcoin year-to-date in 2026, representing 2.2 times the network's newly mined supply over the same period. After the 2024 halving, each block produces 3.125 BTC, with approximately 450 BTC entering circulation daily. Over roughly 90-100 days, total new supply is about 40,000-45,000 BTC. Strategy's purchases far exceed this level, highlighting its strong capital absorption capacity.
In Q1 2026, the company bought 89,599 BTC, achieving a Bitcoin yield of 3.2% and generating 21,329 BTC in gains (approximately $1.4 billion). In early Q2, it continued buying, bringing the year-to-date total to 94,470 BTC. The BTC yield rose to 3.7%, generating 24,675 BTC worth about $1.7 billion.
Michael Saylor: Sub-$100K Window Closing
Michael Saylor explained that institutional capital access now outstrips Bitcoin's fixed issuance. “We can buy Bitcoin faster than they can sell it,” he said. He described a reflexive flywheel: capital raises fund more Bitcoin purchases, reducing circulating supply and increasing volatility, which in turn boosts stock price and further financing capacity.
Saylor framed Bitcoin as a digital property with limited space, creating competition among market participants. “2026 will be remembered as the last year you can buy Bitcoin under $100,000,” he warned. As demand surges, supply constraints could push prices to new highs.
Market Data: MSTR Stock Volatile, Implied Volatility at 76%
Strategy also released its dashboard data: current stock price $123.63 (down 3.18% daily); market cap $42.88 billion; enterprise value $59.17 billion; 30-day average trading volume $2.62 billion. Volatility metrics: implied volatility 76%, 30-day historical volatility 55%, one-year historical volatility 72%. The company reports short interest of $29.97 billion, a mNAV ratio of 1.13x, and amplification factor of 36%, indicating high stock sensitivity to Bitcoin price movements.
Additionally, Saylor has resumed his closely watched “orange dot” posting pattern, which the market interprets as a precursor to another large-scale purchase. Analysts believe Strategy's aggressive buying is fundamentally altering Bitcoin's supply-demand dynamics—when one entity absorbs over twice the new supply, other buyers face severe liquidity squeeze.