The founder and chairman of Strategy (formerly MicroStrategy), Michael Saylor, hinted at a major new Bitcoin purchase, commenting: “More orange than ever.” His words directly relate to a recent chart from the StrategyTracker platform dated October 4, 2026, where the density of orange purchase markers reached a record level. Publications of this kind traditionally precede official statements to the U.S. Securities and Exchange Commission (SEC) about the completion of another round of major purchases.
According to the analytical dashboard BitcoinTreasuriesNET, Strategy has currently accumulated 847,666 BTC, which accounts for about 4.04% of the total Bitcoin supply. The total historical expenditure amounts to $63.95 billion, with the average purchase price of the portfolio being $75,442.45 per coin. At current market prices, the reserves are valued at $72.20 billion, placing the company's unrealized net profit above $8.25 billion. Since the beginning of the year, the portfolio has grown by 26.05% (+175,169 BTC), with purchases made at the end of September at a price close to the average portfolio cost.
Saylor's assertion that the balance is “more orange than ever” is also reflected in the stock market valuation. The company's shares are currently trading at a 14% premium to the value of its crypto reserves, with an mNAV multiplier of 1.14x. Each diluted share represents 0.001972 BTC. Wall Street accepts this premium due to the company's distinctive debt model– Digital Credit Stack. Strategy attracts liquidity by issuing specialized bonds (tickers STRC, STRD, STRF, and STRK) amounting to $12.68 billion with stable yields ranging from 9.00% to 13.63% per annum. Previously, Citigroup analysts raised their price target for MSTR shares to $240, noting the company's effective balance management. The exact size of the new purchase hinted at by Saylor will be revealed in upcoming regulatory filings.
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