The STRC effect: Strategy approaches 800.000 BTC after expanding its treasury by 13% in Q1

Strategy intensified its bet on Bitcoin by adding more than 89.000 BTC in the first quarter of 2026. We analyze how the STRC instrument and Michael Saylor's vision have boosted the company's reserves to 762.099 BTC.

Strategy's Bitcoin reserves, the firm led by Michael Saylor, have experienced a extraordinary growth of 13,32% in the first quarter of 2026. In just under ninety days, the company has expanded its balance sheet by an astonishing figure considering that it already started from a solid base of more than 672.000 units at the close of the previous year. 

This is not an isolated bitcoin acquisition; it is double-digit growth executed on one of the world's largest institutional portfolios, which consolidates the company as the leading standard-bearer of corporate treasury based on digital assets.

As the calendar progresses and the end of this quarter approaches, Strategy shows no signs of slowing down. With the addition of 89.602 BTC to its global inventory this first quarter, the firm It has now reached a total of 762.099 BTC. 

Furthermore, the company's steady and meticulous pace of purchases, especially this March, has kept the market on high alert, as it still has a few days to complete further transactions before the period officially closes. If it decides to take advantage of this window, the final figure could surpass current records and further solidify its reputation as one of the largest corporate Bitcoin holders.

Strategy accelerates its Bitcoin strategy with a new capital formula

In the first months of 2026, Strategy's buying pace surprised the markets, as the company not only maintained its Bitcoin accumulation strategy but also managed to finance it with a capital model that shows remarkable evolution. At the heart of this maneuver is the instrument known as Stretch Preferred Stock (STRC), a perpetual preferred share that has allowed it to access liquidity in a more flexible and sustained way than in previous stages.

Since it began investing in Bitcoin, Strategy had primarily relied on using surplus cash, convertible debt, and direct sales of common stock to raise capital to finance the purchase of new BTC. However, this first quarter, we've seen how the use of the STRC has opened up a different, more efficient, and less pressure-on approach to its stock value. 

The design of this financial instrument has provided investors with attractive returns through dividends, facilitating capital raising without immediate dilution of shares. In fact, Strategy identifies the STRC as the primary catalyst for its renewed Bitcoin buying activity. 

With this tool, the company has fostered a steady flow of funds almost exclusively dedicated to expanding its Bitcoin position. In March, this strategy manifested itself in regular, large-scale purchases. For example, on March 9, the firm announced the acquisition of 17.994 BTC, and a week later, on March 16, it announced another massive purchase of 22.337 BTC. This month, Strategy also executed two more Bitcoin purchases. adding up to a total of 44.377 BTC so far this month. 

Overall, the STRC structure has allowed the company to reinforce its role as one of the strongest corporate players in Bitcoin accumulation, transforming capital management into a pillar of its long-term strategy.

Saylor made Bitcoin the heart of a global strategy

Beyond mass buying and accumulation, the strategy implemented by Michael Saylor is focused on positioning Bitcoin in the epicenter of a global financial revolutionWhat began in 2020 as a protective measure against inflation has transformed in 2026 into a "Bitcoin business" model that other corporations are beginning to study rigorously.

Under this approach, Bitcoin is not a static asset on the balance sheet, but rather the axis around which the company's entire valuation revolves. By already controlling more than 3,6% of the total Bitcoin supply that will ever exist, Strategy has transformed its operational nature. The company has demonstrated that a public entity can function as a vehicle for massive accumulation, using traditional capital markets to absorb a scarce digital asset. 

Thus, while a portion of the financial system still views Bitcoin with caution and concern due to its volatility, Saylor interprets it as a resilient asset against currencies that expand without limit. From this perspective, the risk lies not in the short-term fluctuations of Bitcoin's price, but in the dependence on currencies that depreciate with each additional issuance. 

With this vision, Strategy has broken new ground in modern corporate history, demonstrating that a company's strength can stem from an unalterable digital reserve.