- Michael Saylor’s Strategy moved 1,300 BTC internally for the first time in two months.
- The transfer signals internal BTC reorganization, with no immediate plans to sell holdings.
- Bitcoin ETF investors sold 25,098 BTC in Q4 2025, says analyst James Seyffart.
Strategy, the largest corporate Bitcoin holder, has transferred 1,300 BTC worth approximately $83 million, marking the asset management firm’s first wallet activity in the past two months.
Strategy’s Internal Rebalancing Exercise
Data from Arkham Intelligence suggests Strategy’s latest Bitcoin transfer is entirely an internal reorganization exercise and nothing more. It follows the firm’s recent purchase of 592 BTC on Feb 23, which underscores Strategy’s plans of accumulating Bitcoin as a treasury asset amid market volatility.
Although most experts agree, there are still concerns that the Bitcoin company might embark on a potential selloff, considering its rising unrealized losses. According to on-chain data, Strategy’s unrealized losses have crossed the $9 billion threshold.
Michael Saylor’s Unmoved Position
It is worth noting that Michael Saylor, Strategy’s Executive Chairman, has maintained that the firm would not be selling its Bitcoin holdings even if the cryptocurrency’s price drops to $8,000. He reinforced this stand with last week’s purchase, highlighting the company’s regular Bitcoin accumulation strategy.
For context, last week’s purchase was a landmark event, which marked Strategy’s 100th Bitcoin purchase. At present, the firm’s total Bitcoin volume is 717,722 BTC, equivalent to approximately $47 billion, based on Bitcoin’s value as of February 2026. It further reinforces Strategy’s role as the largest corporate Bitcoin holder by a significant margin. The second-largest corporate entity holding Bitcoin is Mara Holdings, which has 53,250 BTC in its portfolio.
What Other Institutional Investors are Doing
Despite Strategy’s bullish outlook toward Bitcoin, on-chain data shows the firm may be isolated in its extended optimism about the cryptocurrency. Bloomberg ETF analyst James Seyffart has shared how much Bitcoin ETF investors dumped in Q4 2025. According to Seyffart, 13F fliers sold 25,098 BTC worth of shares during that period, which he considers surprising.
Related: Strategy CEO: Bitcoin Must Fall to $8K to Threaten Us
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Source: https://coinedition.com/strategy-moves-1300-btc-in-internal-reorganization-no-sale-planned/
