Key Points
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Strategy acquired 1,895 BTC for $180.3 million last week, bringing its total holdings to 553,555 BTC at a $68,478 average cost.
- Spot Bitcoin ETFs saw $1.8 billion in net inflows last week, supporting bullish sentiment ahead of the upcoming Federal Reserve rate decision.
Strategy has increased its Bitcoin holdings by 1,895 BTC, spending $180.3 million last week at an average purchase price of $95,167 per BTC, according to recent company disclosures.
This brings its total Bitcoin balance to 553,555 BTC, currently valued at over $52.16 billion based on current prices.
Bitcoin is now trading near $94,135, down slightly from recent highs of $97,000, as traders digest a combination of ETF-driven inflows and macroeconomic uncertainty.
Strategy has acquired 1,895 BTC for ~$180.3 million at ~$95,167 per bitcoin and has achieved BTC Yield of 14.0% YTD 2025. As of 5/4/2025, we hodl 555,450 $BTC acquired for ~$38.08 billion at ~$68,550 per bitcoin. $MSTR $STRK $STRFhttps://t.co/dDl1csg0LX
— Strategy (@Strategy) May 5, 2025
Strategy’s Bitcoin Position: Long-Term Conviction
The firm’s average dollar-cost average (DCA) stands at $68,478.47 per BTC, meaning the current unrealized gain is significant. With Bitcoin still up 37.61% all-time from its aggregate cost basis, the company’s BTC allocation continues to drive long-term net asset value (NAV) growth.
Strategy’s stock (MSTR) is trading at $394.37, giving the firm a market capitalization of $107.82 billion.
This reflects a NAV premium of 2.07x, with NAV per share currently estimated at $205.56, based on 253.76 million outstanding shares.
Key Bitcoin Price Levels to Watch
According to technical charts, $98,000 remains the immediate resistance that Bitcoin must flip into support to make a sustained move above $100,000. However, the short-term priority remains a daily close above $95,000, which was lost on May 4 following profit-taking pressure.
If bulls regain strength and BTC closes above $95,000, momentum could shift back in favor of buyers. One potential catalyst is continued demand from spot Bitcoin ETFs, which saw $1.8 billion in net inflows last week, according to data from Farside Investors.
Another influential factor will be the upcoming Federal Reserve interest rate decision on Wednesday, which could affect risk appetite across financial markets, including crypto.
Bearish Scenario: Below $92,000 Signals Weakness
On the downside, if Bitcoin fails to reclaim $95,000, sellers could push the price lower. A loss of support at $92,000 would expose BTC to a retest of the 100-day and 200-day simple moving averages (SMAs) near $90,000.
A deeper correction could bring BTC into the $85,000 to $75,000 zone, a region that would erase all gains since the 90-day tariff pause began and mark a more meaningful shift in sentiment.
