Strategy Position Turned Profitable, Floating Gains of $120 Million, Saylor: BTC is the Biggest Beneficiary of the AI Era

After two consecutive weeks of heavy buying, Strategy’s Bitcoin holdings of 761,000 coins finally returned to profitability. Saylor also commented: The stronger AI becomes, the more valuable Bitcoin is.

(Background: Strategy buys again! Invested an additional $39.8 million to acquire 592 BTC, bringing total holdings close to 720,000 BTC) (Additional context: MicroStrategy CEO: The more successful AI is, the more dangerous humans become. Bitcoin is the only solution.)

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• Bought over 40,000 coins in two weeks, with an average cost around $70,000
• From near-loss to profit: lowering the average price was key
• Saylor: AI disrupts everything, but Bitcoin is an exception

After weeks of hovering near losses, Strategy’s Bitcoin account finally turned positive. As of March 17, market data shows that Strategy currently holds 761,068 BTC, with a total cost of about $57.61 billion, an average price of approximately $75,696 per coin. The overall unrealized profit is about 0.21%, roughly $120 million.

Bought over 40,000 coins in two weeks, with an average cost around $70,000

The turnaround was driven by Strategy’s aggressive accumulation over the past two weeks, which diluted the average cost. From March 2 to 8, the company spent about $1.28 billion to buy 17,994 BTC, at an average of about $70,946 per coin. Immediately after, from March 9 to 15, it spent about $1.57 billion to acquire 22,337 BTC, at an average of about $70,194. In total, over two weeks, they bought more than 40,000 coins with nearly $2.85 billion, significantly lowering the overall average cost.

From near-loss to profit: lowering the average price was key

Recently, Strategy’s average cost approached $76,052, while Bitcoin’s spot price also hovered around this level, nearly breaking even or even showing a loss on paper, sparking market speculation about forced liquidation. Now, through continuous large-scale purchases, the average price has been lowered to $75,696. Coupled with Bitcoin’s recent stabilization, the account’s unrealized gains have turned positive. Strategy is currently the publicly listed company holding the most Bitcoin worldwide, and its profit status has become an important indicator of institutional confidence.

Saylor: AI disrupts everything, but Bitcoin is an exception

On the same day the holdings data was released, Strategy founder Michael Saylor posted on social media to endorse Bitcoin’s position in the AI era. He pointed out that if AI compresses the terminal value of companies, making all moats temporary, capital will naturally flow into assets that are immune to disruption. Bitcoin, as digital capital, with its scarcity and neutrality, faces no structural risk of being replaced by AI. Therefore, in this wave of technological transformation, BTC should be the primary beneficiary. This view aligns with his previous stance — the more powerful AI becomes, the greater the potential threat to humanity, which in turn highlights Bitcoin’s irreplaceable role as a store of value.

If AI compresses terminal value and makes every moat temporary, capital will rotate to assets with no disruption risk. Bitcoin is Digital Capital – scarce, neutral, and impervious to AI disruption. $BTC should be the primary beneficiary of this shift.

— Michael Saylor (@saylor) March 16, 2026