According to @saylor, Strategy acquired 13,627 BTC for approximately $1.25 billion at an average price of $91,519 per BTC, bringing total holdings to 687,410 BTC — data relevant for traders assessing corporate Bitcoin demand. source: @saylor on X, Jan 12, 2026; Strategy press release on strategy.com, Jan 12, 2026 The aggregate acquisition cost is about $51.80 billion, implying a blended average cost of $75,353 per BTC that traders can use as a reference point for the company’s treasury exposure. source: @saylor on X, Jan 12, 2026; Strategy press release on strategy.com, Jan 12, 2026 The latest tranche price of $91,519 is roughly 21% above the stated average cost basis of $75,353, a spread calculated from the reported figures that highlights recent buy levels versus long-term cost. source: calculation based on figures from @saylor on X, Jan 12, 2026, and Strategy press release on strategy.com, Jan 12, 2026 With 687,410 BTC, the position equals approximately 3.27% of Bitcoin’s fixed 21 million maximum supply, underscoring the scale of corporate holdings relative to total supply. source: Bitcoin maximum supply 21 million from Bitcoin.org; holdings from @saylor on X, Jan 12, 2026, and Strategy press release on strategy.com, Jan 12, 2026 Tickers referenced in the disclosure were MSTR and STRC, pointing traders to equity proxies commonly tracked alongside BTC spot. source: @saylor on X, Jan 12, 2026 Key reference prices from the disclosure for trading dashboards are 91,519 dollars for the latest purchase and 75,353 dollars for the blended cost basis. source: @saylor on X, Jan 12, 2026; Strategy press release on strategy.com, Jan 12, 2026

According to Omkar Godbole, institutions are increasing crypto involvement, with JPMorgan filing for a crypto platform and Strategy purchasing over 10,100 BTC worth $1.05 billion last week. Spot BTC and ETH ETFs saw inflows of $408.6 million and $21.4 million respectively, as per Farside Investors. Despite Middle East conflicts, BTC and ETH traded narrowly, but altcoins faced sell-offs, with XBTO noting selective capital flows indicating controlled de-risking. BRN predicts prices will grind higher in 2025 due to strong institutional demand, though the Fed's upcoming rate decision could cause market volatility.

According to Omkar Godbole, institutions are actively increasing cryptocurrency exposure, with JPMorgan filing for a crypto platform and Strategy purchasing over 10,100 BTC worth $1.05 billion, as cited in the report. Bitcoin and Ethereum spot ETFs registered inflows, contributing to market stability despite geopolitical tensions, while XBTO noted selective capital flows indicating controlled de-risking. BRN emphasized a structural shift to institutional demand, maintaining a high-conviction view for price gains in 2025. Traders should monitor the Fed's rate decision for potential market moves.

According to CoinDesk, institutions are accelerating their crypto adoption, with JPMorgan filing for a crypto platform JPMD and Strategy purchasing over 10,100 BTC worth $1.05 billion last week, alongside spot BTC and ETH ETF inflows totaling $408.6 million and $21.4 million respectively. Despite BTC and ETH trading in narrow ranges and altcoins facing sell-offs per XBTO analysis, BRN maintains a high-conviction view that prices will grind higher in 2025 due to strong demand, advising traders to stay invested while monitoring risks like the Fed rate decision and Middle East tensions.