#Strategy吸筹速度超挖矿两倍 According to publicly available information, as of April 2026, Strategy has been continuously purchasing Bitcoin on a large scale through financing tools such as issuing preferred shares (like STRC). It is estimated that its recent weekly purchase volume can reach 2-3 times the weekly Bitcoin mining output.
The annual new supply of Bitcoin is approximately 18k coins (based on current mining difficulty and block rewards), while Strategy's short-term monthly purchases alone can exceed 10,000 coins. If Strategy continues to accumulate and causes a significant reduction in freely tradable Bitcoin in the market, and if remaining liquidity is insufficient to support current trading demand, a price revaluation may be triggered. For example, if institutional investors and large holders further lock up their holdings, reducing retail trading space, volatility could increase, pushing prices upward for revaluation.
However, Strategy's accumulation depends on its financing capacity. If Bitcoin prices remain sluggish or market confidence in its financing model declines (e.g., mNAV drops below 1.0x), its accumulation rate may slow down. At this point, if market expectations suggest the supply gap will ease, prices may revalue in advance; conversely, if its financing capacity improves and accumulation continues, expanding the supply gap, the pressure for price revaluation will be greater.
At the same time, changes in regulatory policies and macroeconomic fluctuations (such as rising interest rates and decreasing risk appetite) could impact Bitcoin demand. If external factors lead investors to increase their safe-haven or investment demand for Bitcoin, prices may revalue due to surging demand even if the supply gap has not fully materialized.
In summary, if Bitcoin prices stay above $70,000 and Strategy’s financing capacity remains stable, the supply gap may gradually emerge from the second half of 2026 to early 2027. If market liquidity further tightens at that time, the likelihood of price revaluation increases. However, if Bitcoin prices drop sharply or market confidence collapses, the revaluation could occur earlier or be delayed; the specific timing depends on real-time market data and Strategy’s financing dynamics.
The annual new supply of Bitcoin is approximately 18k coins (based on current mining difficulty and block rewards), while Strategy's short-term monthly purchases alone can exceed 10,000 coins. If Strategy continues to accumulate and causes a significant reduction in freely tradable Bitcoin in the market, and if remaining liquidity is insufficient to support current trading demand, a price revaluation may be triggered. For example, if institutional investors and large holders further lock up their holdings, reducing retail trading space, volatility could increase, pushing prices upward for revaluation.
However, Strategy's accumulation depends on its financing capacity. If Bitcoin prices remain sluggish or market confidence in its financing model declines (e.g., mNAV drops below 1.0x), its accumulation rate may slow down. At this point, if market expectations suggest the supply gap will ease, prices may revalue in advance; conversely, if its financing capacity improves and accumulation continues, expanding the supply gap, the pressure for price revaluation will be greater.
At the same time, changes in regulatory policies and macroeconomic fluctuations (such as rising interest rates and decreasing risk appetite) could impact Bitcoin demand. If external factors lead investors to increase their safe-haven or investment demand for Bitcoin, prices may revalue due to surging demand even if the supply gap has not fully materialized.
In summary, if Bitcoin prices stay above $70,000 and Strategy’s financing capacity remains stable, the supply gap may gradually emerge from the second half of 2026 to early 2027. If market liquidity further tightens at that time, the likelihood of price revaluation increases. However, if Bitcoin prices drop sharply or market confidence collapses, the revaluation could occur earlier or be delayed; the specific timing depends on real-time market data and Strategy’s financing dynamics.
