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Strategy just disclosed a 6.2% BTC yield for the first three weeks of April.
That translates to 47,079 BTC in book gains through April 21. Year to date, Strategy has acquired 34,164 BTC for roughly $2.54B, bringing total holdings to 815,061 BTC at an average cost of $75,527. STRC accumulation now exceeds 10x the combined annual net inflows of every BTC spot ETF on the market.
Institutions are stacking across the board:
- BlackRock IBIT: +3,372 BTC in a single day
- Morgan Stanley: +215 BTC
- Whale wallets (1,000+ BTC): +270,000 BTC over the past 30 days, the largest monthly accumulation since 2013
All of this is happening in the $74K to $76K range while retail sentiment remains mixed.
Institutions and whales are buying. Retail is hesitating. What do you make of this signal?
#StrategyBtcYield
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