2026-04-22 05:43:57
Are Saylor’s Strategy Bitcoin Holdings Still in Profit After Flipping BlackRock Holdings?
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Strategy has moved back into focus after expanding its Bitcoin reserve and overtaking BlackRock’s iShares Bitcoin Trust in total BTC held. The company now holds 815,061 BTC after its latest purchase of 34,164 BTC for about $2.54 billion. Michael Saylor said the acquisition was made at an average price of $74,395 per Bitcoin, adding to a treasury that has become the largest corporate Bitcoin reserve in the market. The key question for investors is whether those holdings remain in profit after the latest buying wave. Based on the figures disclosed by Strategy and the market update tied to Saylor’s post, the answer is yes, though the margin remains narrow. The company’s average acquisition cost across its full reserve stands at $75,527 per bitcoin, and Bitcoin has recently moved back above that level. That shift has pushed Strategy back above its breakeven point after a period of unrealized losses that began in early February. Strategy Reports April Bitcoin Gains and Higher BTC Yield Saylor said Strategy generated a 6.2% Bitcoin yield during the first three weeks of April 2026. According to the figures shared on X, that gain equals 47,079 BTC. At current market values cited in the update, that would amount to about $3.6 billion. Saylor described BTC Gain as the closest equivalent to net income on the bitcoin standard, showing how the company measures performance through growth in bitcoin exposure rather than through a standard operating metric alone. Source: X The company also reported a 9.5% year-to-date bitcoin yield for 2026. That metric came alongside the announcement of the latest purchase on April 20. Strategy said it acquired 34,164 BTC at a total cost of $2.54 billion, bringing total holdings to 815,061 BTC as of April 19. The reserve was valued at about $61.56 billion at the time of disclosure. These figures show how closely Strategy’s reported performance now tracks the Bitcoin price direction. The company’s average acquisition price remains just above the current area where Bitcoin has been trading, which means even modest market moves can shift Strategy between unrealized profit and loss. Strategy Holdings Rise Above BlackRock The latest addition placed Strategy ahead of BlackRock in total Bitcoin held. According to the figures cited in the market update, BlackRock’s iShares Bitcoin Trust held 806,178 BTC, leaving Strategy in front with 815,061 BTC. That put Strategy above one of the largest institutional players in the digital asset market and pushed its share of total Bitcoin supply beyond 4%. That milestone came as Bitcoin moved back above Strategy’s realized price of about $75,527. The recent recovery ended the period in which the company had been sitting on unrealized losses after bitcoin fell below its average cost basis earlier this year. Based on CryptoQuant, Strategy is now back to an estimated unrealized profit of about $242 million. That figure remains small compared with the scale of the company’s full reserve. A move below the current cost basis would again place the company into an unrealized loss position, while a stronger rise in bitcoin would widen the current buffer.