BUSINESS

Strategy 会出售比特币吗？第一季度财报要点

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United States – In the first quarter of 2026, U.S.-listed spot Bitcoin exchange-traded funds recorded strong investor demand, with April generating about $2 billion in net inflows, the strongest month of the year so far. Early May trading brought four consecutive days of ETF-driven buying that helped lift Bitcoin from around $67,000 to above $81,000. On May 4, Bitcoin’s move past $80,000 coincided with roughly $302 million in crypto short positions being liquidated, about four times the value of long liquidations, underscoring the pressure on leveraged bearish bets as prices advanced. United States – The surge in spot demand and liquidations occurred against a broader backdrop of growing institutional interest in Bitcoin-linked products. Strategy (NASDAQ:MSTR), one of the largest corporate holders of Bitcoin, reported that its holdings reached 818,334 BTC in the first quarter of 2026. Over the same period, the company posted a $12.54 billion net loss, driven mainly by $14.46 billion in unrealized Bitcoin markdowns under mark-to-market accounting rules. The combination of robust ETF inflows and significant balance-sheet exposure at major listed companies kept Bitcoin at the center of U.S. capital-market activity during the quarter.

Prepared by Christopher Adams and reviewed by editorial team.