CoinDesk just broke down the numbers. To hit 1 million BTC by end of 2026, Strategy needs to acquire roughly 6,000+ BTC per week, every week, for the rest of the year.
That's either the most disciplined dollar-cost averaging operation in corporate history, or a half-billion-dollar weekly allocation running on autopilot. Either way, the commitment is extraordinary.Full breakdown via The Big Coin Report: bigcoinreport.com/story/660002
What do you think? 1 million BTC by EOY 2026 realistic at this pace, or does the math only work if BTC stays rangebound? What will this mean for BTC price?
The math behind Strategy's path to 1 million Bitcoin by end of 2026
byu/1stplacelastrunnerup inCryptoCurrency
11 Comments
I don’t think it means a lot for Bitcoin’s price. They are running a gamble, it if collapses, their money could evaporate way to fast to get out.
Sure, go for it…… supply shock incoming, first slowly, then suddenly
So if they manage to borrow another $50 Billion @10% interest rate, + $8 Bil, that’s $5.8 billion in interest every year.
Since Bitcoin doesn’t pay any interest or dividend, they have to borrow that amount, each year, to pay interest.
Currently, it’s $800 mil per year in dividend and interest. Every year, their cost of carry their Bitcoin is $2,400 per Bitcoin.
As soon as there is a financial crisis and nobody is willing to give them money, they will have to halt dividend (which accumulated) and interest. They will have to start selling their bitcoin. Which will start a negative self reinforcing cycle of lower prices, selling pressure, lower prices, more selling pressure. Until bitcoin goes down and every common shareholder is wiped out, and then the preferred and bondholders will fight it out.
Is it true that Michael Saylor has cashed out more than three hundred and fifty million dollars from his Strategy company as *compensation?*
I have bad a feeling about companies hoarding considerable percentage of the supply. It makes the token too centralized. Basically like institutions buying up shares. Dumping on retailers down the road.
It totally sucks for a nom-stock asset when a single entity holds 5% of the supply lol… This isn’t a company
Why on Earth would anyone ever want this?
6,000+ BTC per week is basically Saylor waking up every Monday and casually buying more Bitcoin than most countries hold in reserve. At this point, Strategy’s ‘buy’ button probably has its own dedicated server. The real question isn’t whether the math works—it’s whether Bitcoin’s remaining supply can keep up with one man’s conviction.
Exactly like Satoshi Nakamoto envisioned.
This guy is a serious threat to Bitcoin. He is creating a systemic risk by controlling a part of the btc supply.
We are at his mercy.
If btc doesn’t perform well, he will amplify the damage
If btc does well he will increase his dominance, which means the systemic risk increases.
I see no benefit for us except short term price pumps
People who make studies like this without considering the macro picture are just not aware of how the markets operate.
Bitcoin is now part of the global market and will thus greatly be affected by it, much more than what ever Saylor is buying or doing. To be polite, he’s irrelevant in the grand scheme of things.