Strategy (MSTR) rose 16.39% on Friday to close at $153.92 after Bitcoin reclaimed $80,000, extending its 30-day gain to 47.65% and placing it first among Nasdaq-100 constituents by monthly performance. The stock reached $154.02 after opening at $132.25, while approximately 54.3 million shares traded. An earlier account listed the opening price at $136.58 and volume at 54.67 million shares. Strategy held 845,050 BTC as of September 13, acquired for $63.73 billion, or an average of $75,412 per coin. Its most recent disclosed purchase was 4,603 BTC for about $369.7 million. The company made no Bitcoin purchases or sales and conducted no at-the-market equity sales during the September 8-13 reporting window, directing capital instead toward STRC preferred share buybacks. Michael Saylor later posted a message suggesting another purchase, but Strategy has not officially confirmed an acquisition. The next regulatory filing is expected to clarify whether its holdings have increased. Strategy’s Bitcoin treasury continues to give its shares amplified exposure to Bitcoin movements. Existing estimates place the treasury near $69 billion and the company’s market value around $59 billion, leaving mNAV close to parity. The rally also followed a September 17 U.S. Securities and Exchange Commission temporary relief measure for select tokenized-security platforms, although Bitcoin’s advance makes the effect of that development difficult to isolate.