"Eclipsed ETFs"...Strategy, securing 1 million Bitcoins by year-end 'becoming a reality'

▲ Strategy (MSTR), Bitcoin (BTC)/AI generated image

Strategy is continuing its unprecedented pace of Bitcoin accumulation for a single company, making the possibility of securing 1 million BTC by the end of 2026 a reality.

According to Bitcoin.com on April 21 (local time), Strategy purchased an additional 34,164 BTC, raising its total holdings to 815,061 BTC. The size of this purchase amounted to approximately $2.54 billion, with an average purchase price of $74,395.

An analysis suggests that if the current trend continues, Strategy could reach 1 million BTC by December 15, 2026. This result is based on applying the recent accumulation rate of an average of 774 BTC per day over approximately 57 purchases.

The core of the fundraising is a preferred stock program called ‘STRC’. This product attracts investment funds based on an approximately 11.5% dividend structure and directly injects them into Bitcoin purchases. Strategy has built a structure that allows continuous additional purchases without selling existing assets.

Notably, the volume of purchases through STRC since 2026 is approximately 77,000 BTC, which is nearly 10 times the total net inflow of approximately 8,000 BTC into US spot Bitcoin ETFs during the same period. This indicates that a single company's purchasing power is having a greater impact on the market than institutional ETF demand.

Strategy defines Bitcoin as a long-term holding asset and maintains an accumulation strategy without plans to sell. With the combination of a large-scale fundraising structure and an aggressive accumulation strategy, corporate-led Bitcoin demand is emerging as a key variable that is changing the market structure itself.

*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*