The breakdown of the US-Iran ceasefire puts pressure on Bitcoin again, Strategy holds nearly 770k coins, Strive discloses 13,741 BTC

ME News Report, April 13 (UTC+8), according to BBX Cryptocurrency Concept Stock Information Disclosure, yesterday the global crypto asset market was affected by the breakdown of US-Iran ceasefire and Trump’s announcement of the Strait of Hormuz blockade, causing BTC to rapidly retreat from the intraday high of $73,668 to about $71,500, reversing risk sentiment. The institutional accumulation trend has not been interrupted by geopolitical disturbances.

【Core Dynamic Briefing】

• Strategy Inc. (NASDAQ: $MSTR) Confirmed holdings as of April 5: 766,970 BTC, with a total cost of $58.02 billion, average price $75,644. Funds sourced from STRC preferred stock issuance (remaining approximately $22.64 billion in this round of financing) and common stock ATM sales. According to Saylor’s usual practice, a new BTC purchase announcement is highly likely to be officially disclosed this Monday (today) via SEC 8-K filing, at which point the latest holdings will be updated, attracting high market attention.
• Strive, Inc. (NASDAQ: $ASST) Disclosed on April 6 that as of April 2, the company’s Bitcoin treasury had reached 13,741 BTC, along with $86.9 million in cash and $50.5 million worth of STRC shares (i.e., Strategy preferred stock). This means Strive not only directly holds BTC but also indirectly participates in Strategy’s Bitcoin accumulation flywheel through STRC allocation — a representative listed company currently combining direct BTC holdings with STRC positions.
• Metaplanet Inc. (TSE: 3350) Purchased a total of 5,075 BTC in Q1 2026, with a total holding of 40,177 BTC as of March 31, at an average price of about $104,106, with a cumulative cost of approximately $4.18 billion. The overall unrealized loss is about 32%. The company’s 2026 year-end target is 100,000 BTC (about 40% achieved), ranking third among global listed companies’ BTC treasuries, behind Strategy (766,970 BTC) and Twenty One Capital (43,514 BTC).
• Bitmine Immersion Technologies (NYSE: $BMNR) As of April 6, held approximately 4.8M ETH, accounting for 3.98% of the total ETH supply, with a total market value of about $11.4 billion (including $961 million in cash). The company’s proprietary staking infrastructure MAVAN (Made-in-America Validator Network) officially launched on March 25, with an annualized staking yield of about $266 million. 3.14M ETH have been staked, with 100% of staking rewards accruing to shareholders, with no platform fee deductions.
• SharpLink, Inc. (NASDAQ: $SBET) As of early March 2026, held about 868,699 ETH, making it the second-largest ETH treasury holder among listed companies globally (second only to Bitmine). The company has deployed ETH worth $170 million on the ConsenSys subsidiary Linea network, utilizing a “compound yield” architecture through native staking + re-staking + DeFi incentives, achieving compound interest. All staking rewards since June 2025 have been fully accumulated to shareholders, with no platform fee deductions. (Source: BBX)