
Bitcoin fell below Strategy’s roughly $75,700 average cost basis as Lookonchain reported a 411.48 BTC transfer to Coinbase Prime, while Polymarket showed reduced expectations of a near-term sale despite scrutiny over executive comments.
Bitcoin fell 3.23% over 24 hours to $73,421 and briefly dropped below $73,000, pushing the market price under Strategy’s reported average purchase price of about $75,700 for its 843,738 BTC holdings. As of May 25, 2026, the company’s Bitcoin, acquired for about $63.87 billion, was showing an unrealized loss of roughly 3%, estimated in source figures at about $1.92 billion or $1.94 billion. At the same time, Lookonchain reported that Strategy transferred 411.48 BTC worth about $30.3 million to Coinbase Prime, a move that drew added attention because it followed executive comments about possible BTC sales and a pause in new purchases. Even so, the transfer did not confirm a sale, and Polymarket data showed reduced expectations of a near-term disposition: odds of a sale by May 31 fell to 23%, by June 30 to 67%, and by Dec. 31 to 88%. Michael Saylor urged investors to HODL during the decline.