Strategy Moves 1,300 BTC in Internal Reorganization, No Sale Planned

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