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Gino Matos

JPMorgan says Strategy could buy about $30B of Bitcoin in 2026, shifting BTC demand

JPMorgan wrote in a May 7 client note that Strategy could purchase roughly $30 billion of Bitcoin in 2026 if it keeps its current pace. The bank framed the company as a structural demand driver alongside spot ETF flows and miner issuance, while also concentrating BTC's marginal bid in one issuer's capital-markets access. Strategy reported holdings of 818,869 BTC bought for $61.86 billion at an average price of $75,540.
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