Strategy made a record one-day purchase of Bitcoin – right on the day of the market correction

💬 On March 12, Strategy bought more than 4,100 BTC in one day – the largest one-day purchase since the launch of the STRC tool. The market was falling. Sailor bought.

Michael Saylor did exactly what the market expected of him: he bought on a pullback. On March 12, the day Bitcoin corrected from an overnight surge toward $72,000, Strategy (NASDAQ: MSTR) purchased more than 4,100 BTC—the largest one-day purchase since the launch of its new Variable Rate Series A Preferred Stock (STRC) financial instrument. The company also changed the parameters of its ATM program, making raising capital for the purchase of Bitcoin more efficient.

STRC mechanism and new financing logic

STRC is a preferred stock with a variable dividend rate linked to the price of Bitcoin. STRC buyers are betting that BTC will rise; Strategy receives capital to purchase even more coins. This is a more sophisticated tool than direct ATM sales of common shares – it attracts institutional investors who are ready for Bitcoin exposure but prefer structured instruments. It was through STRC that the company financed the purchase of 4,100+ BTC on March 12.

Context: they are buying, but the average price is pressing

Sailor buys and still ends up with a paper loss. The average price of the entire Strategy portfolio is about $71,000 per BTC; the current market price is $70,000–$70,750. This is a typical situation for a company that bought aggressively at $80,000–$90,000 at the end of 2025.

However, institutional analysts note: Strategy absorbs supply from weaker holders, and each large pullback purchase statistically increases the average “support price” of the market. ETF inflows of $450 million in three days and Strategy’s one-day purchase of several hundred million dollars create a structural demand background that the market is gradually digesting.

📌 Key facts
▸ Purchase: 4,100+ BTC in one day (March 12) – a record for the STRC instrument
▸ Instrument: Variable Rate Series A Preferred Stock (STRC) – preferred shares linked to BTC
▸ Average price of Strategy portfolio: ~$71,000 | Current BTC price: ~$70,000–$70,750
▸ ATM program: expanded and restructured to more effectively raise capital
▸ Parallel context: ETF inflows of $450 million in 3 days – systemic demand
▸ Jim Chanos short position on MSTR: closed with a doubling earlier in March

What does this mean for Bitcoin holders

Every major Strategy purchase is a signal seen by thousands of institutional managers around the world. Even those who are skeptical of Saylor’s model cannot ignore the fact that at $70,000 a company with $10+ billion in BTC assets is buying, not selling. This is information. Before the FOMC on March 18, it is these accumulation signals that form the price floor from which the market can push upward or hold on to a negative surprise from Powell.

⚠️ The material is for informational purposes only and is not an investment recommendation.