Strategy posts $12.4B Q4 loss as Bitcoin sinks to $64K and stock tumbles 17%

by Ron Effertz

Scheme reported a $12.4 billion fetch loss for the fourth quarter of 2025 as it announced its monetary outcomes Thursday, with Bitcoin falling to $64,000 amid a engaging crypto market downturn.

The narrative follows one of Bitcoin’s worst buying and selling days since the October 2025 flash crash, with the asset falling more than 12% on the day. The drawdown locations Scheme’s 713,502 $BTC holdings deep underwater, translating to a $7.5 billion paper loss in line with the company’s disclosed $76,052 moderate trace per coin.

The selloff hammered Scheme’s stock trace, which fell 17% to $106, erasing 365 days-to-date beneficial properties and bringing it end to ranges last seen in August 2024.

Despite the volatility, Scheme emphasized its long-term commitment to Bitcoin-backed credit rating. “We raised $25.3 billion of capital in 2025 to come our Bitcoin treasury approach,” acknowledged CEO Phong Le, in conjunction with that 41,002 $BTC had been obtained in January 2026 on my own.

The company’s USD Reserve now stands at $2.25 billion, offering more than 2.5 years of dividend and debt protection. Its STRC credit rating product has reached $3.4 billion in issuance with an adjustable 11.25% dividend price designed to shield up trace steadiness.

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