Strategy (MSTR) Is About To Own More Bitcoin Than BlackRock
The post Strategy (MSTR) Is About To Own More Bitcoin Than BlackRock appeared on BitcoinEthereumNews.com.
Strategy (MSTR) is closing in on BlackRock’s iShares Bitcoin Trust (IBIT), with the gap in Bitcoin holdings shrinking to a level that could be erased within the next couple of weeks. Recent data shows IBIT holding roughly 781,000 BTC, while Strategy holds about 761,000 BTC. The difference, now around 40,000 BTC, has tightened as Strategy accelerates its accumulation pace, according to investor Mark Harvey. The shift reflects diverging models. IBIT holdings rise and fall based on investor inflows and outflows into its spot ETF, while Strategy raises capital through equity and preferred share issuance to fund direct Bitcoin purchases. This allows Strategy to acquire Bitcoin independent of ETF demand cycles. Strategy has added significant volume in recent weeks, including two multibillion-dollar purchases in March that pushed its total higher. Last week, the company bought 2,337 bitcoin for about $1.57 billion. The company continues to frame its performance around Bitcoin accumulation and “BTC Gain” as a proxy for net income under its Bitcoin-centric strategy. Over the first two weeks of March 2026, Strategy acquired 40,332 BTC and posted a 3.0% yield, reinforcing its aggressive treasury approach, according to Michael Saylor. Year to date, the firm has accumulated 88,568 BTC with a 3.4% yield, signaling sustained momentum behind its balance sheet transformation. Bitcoin and Strategy’s strong March Bitcoin has posted eight consecutive days of gains, a rare streak seen only 15 times since its creation, with past instances delivering a median 30-day return of about 19%, according to Bitcoin Magazine Pro data. Bitcoin recently climbed from below $66,000 to $76,000 before easing back near $73,800, even as historical patterns show such rallies can precede sharp pullbacks like the 30% drop four years ago. Bitcoin’s latest surge comes after the asset bottomed near $63,000 in February during heightened geopolitical tensions linked to the…
Filed under: News - @ March 17, 2026 4:29 pm