Key Takeaways:

• Strategy Inc. reported acquiring 94,470 BTC in 2026, reaching 2.2x bitcoin supply absorption.
• Bitcoin treasury metrics indicate 3.7% yield, generating 24,675 BTC worth about $1.7 billion.
• Michael Saylor stated sub-$100K bitcoin window may close in 2026 amid rising demand.

Strategy Bitcoin Accumulation Outpaces Network Supply Growth

Strategy Inc. (Nasdaq: MSTR) shared on social media platform X on April 7 that it accumulated bitcoin faster than new issuance. The firm emphasized supply absorption and yield performance. The update framed its activity against bitcoin’s fixed issuance schedule and tightening supply dynamics.

The update outlines year-to-date performance figures showing acquisition at 2.2 times the natural bitcoin supply alongside a BTC yield of 3.7% and a BTC gain of 24,675, valued at approximately $1.7 billion. The accompanying image breaks down how this performance developed across both quarterly and cumulative periods. In Q1 2026, Strategy reported acquiring 89,599 BTC while generating a BTC yield of 3.2% and a BTC gain of 21,329. The visual also presents a corresponding dollar gain of $1.4 billion for the quarter. Year-to-date totals extend these figures to 94,470 BTC acquired, reflecting continued accumulation and improved yield efficiency over time.

Bitcoin Supply Mechanics Highlight Strategy Market Impact

Bitcoin supply mechanics provide the baseline for measuring this activity. Following the 2024 halving, each mined block produces 3.125 BTC, while the network averages about 144 blocks per day. This results in roughly 450 BTC entering circulation daily, a figure observable through on-chain data. Over a period of roughly 90 to 100 days, issuance totals about 40,000 to 45,000 BTC. Against this level, Strategy’s reported acquisition of 94,470 BTC results in a ratio slightly above 2.0x, aligning with its stated 2.2x depending on timing and block production variability.

Strategy Executive Chairman Michael Saylor framed this dynamic through the concept of supply absorption, describing how capital access allows entities to outpace bitcoin’s fixed issuance. He recently stated: “We can buy more bitcoin than they can sell.” With roughly 450 BTC produced daily, sustained buying can absorb both newly mined coins and available exchange liquidity. Saylor also described a reflexive flywheel, where capital raises fund additional bitcoin purchases, reducing available supply and increasing volatility. The approach emphasizes that bitcoin’s limited supply creates competition among market participants, framing the asset as digital property with constrained acreage. He added: “2026 will be known as the last year you could buy bitcoin at sub-$100K.”

Additional dashboard data expands on the company’s broader financial and market positioning alongside its bitcoin strategy. Strategy shows a share price of $123.63 with a daily decline of 3.18%, while reporting a market capitalization of $42.88 billion and an enterprise value of $59.17 billion. The dashboard lists trading volume at $724 million and a 30-day average trading volume of $2.62 billion. Volatility metrics include 76% implied volatility, 55% 30-day historical volatility, and 72% one-year historical volatility. The company also reports open interest of $29.97 billion, an mNAV ratio of 1.13, and an amplification figure of 36%, indicating how equity performance relates to underlying bitcoin exposure.

Americans lost $7.2 billion to crypto investment scams in 2025, according to a new report from the FBI, making it the top source of financial losses from fraud reported to the agency last year. Many people don’t call the FBI after getting scammed, which means the real total is likely far larger.

The news comes from the FBI’s 2025 Internet Crime Complaint Center (IC3) annual report, released Monday, which tracks not just crypto investment fraud, but online scams targeting the elderly, and ranswomware attacks, among others. The agency received 1,008,597 total complaints in 2025, up from 859,532 complaints in 2024. The total amount lost was over $20 billion last year.

Investment fraud was the most common type of scam reported, accounting for 49% of all cyber-related complaints in 2025, with a majority of those related to crypto investment scams.

Crypto investment scammers make an effort to appear like legitimate operations, promising huge returns to unsuspecting marks. Victims are first contacted through a number of ways, including text messages, social media, Google ads, and dating apps. Scammers will sometimes set up websites made to look like investment platforms where victims can send crypto and watch as their profits tick up steadily.

What the victim doesn’t understand is that the number they’re seeing rise each day is fake. The crypto has been sent to the scammers and the number they’re seeing in their supposed account is not real. The website is a mirage that isn’t actually holding their crypto, whether it’s bitcoin, ether, or any number of shitcoins. But as that number rises, the scammers encourage the victims to “invest” even more.

What happens when you try to extract any of that money? That’s where the victim might start to get suspicious. Because there’s always an excuse. And more often than not, the scammers will tell a victim that there are fees for withdrawing money.

The FBI has released its IC3 report annually for 25 years and 2025 is the first year that features a section on artificial intelligence. The FBI received 22,364 complaints about AI-assisted crimes, totaling $893 million in lost money. But that’s likely a vast undercount of the problem, given the fact that many people don’t send a report to the FBI when they get scammed, and others likely have no idea they’re talking with people who uses AI tools for impersonation.

Scammers will often use AI audio, video deepfakes, or fake documents created with generative AI imaging tools to convince victims they’re legitimate. Elon Musk is one of the most popular figures that crypto scammers will impersonate, as Gizmodo has reported in recent years. Scammers will often try to convince potential victims that they’re talking to the real Tesla CEO and convince people to invest in his businesses with cryptocurrencies.

Gizmodo filed a Freedom of Information Act request with FTC in 2024 that revealed some of the stories from people who were scammed by Elon Musk impersonators or people who said they were associated with the billionaire. One of the complaints was from a victim in their 50s from Michigan who said they lost $700,000.

The story is exceptional for the amount of money lost, but the techniques are common enough that they’re worth quoting at length:

In the end of June, 2023 I responded to Elon Musk’s day trading commercial on Instagram. I got a phone call from a person and started online trading with XT-BestSolutions. I’m dealing with one person [redacted] over the Viber phone services. He said he’s based in Barcelona, Spain. He guided me through the trading process daily on the XT-BestSolutions trading platform.

He also guided me through the process of transferring my money from my US Huntington bank account through Crypto wallets to XT-BestSolutions trading platform. All transaction were made through different Sources to change US dollars to cryptocurrency.

Starting on June 30, 2023 to current date, I transferred $700,000 to my XT-BestSolutions account. Through the process of online trading, XT-BestSolutions company credited me $200,000. Even though I still have more than $700,000 in my XT-BestSolutions trading platform account, I cannot withdraw any money back until I add $200,000 more to my XT-BestSolutions account to cover this additional credit, and after this (accordingly to what he saying) I will be able to withdraw all $900,000.

Its become more suspicious to me because I am not able to get information about the company, such as an address, email address or any other contact information except the phone number and one person I communicating with. [redacted]

My accountant has advised me to contact the FBI before I make anymore money transactions.

Other crypto scams include celebrities like Johnny Depp or Donald Trump, but romance scams are another popular category of investment fraud. Sometimes referred to as pig butchering, scammers will often pose as attractive people who lure unsuspecting marks with promises of love but wind up giving “investment” advice.

Victims are encouraged to contact the FBI, but the public should be aware that there are also plenty of scammers posing as FBI agents, specifically employees of the IC3.

Key Takeaways:

• The Solana Foundation and Asymmetric Research launched STRIDE on April 6, 2026, a tiered DeFi security program covering all protocols.
• Protocols exceeding $10M TVL qualify for foundation-funded 24/7 monitoring, while those above $100M TVL receive formal verification.
• The new Solana Incident Response Network (SIRN) unites five founding firms, including OtterSec and Neodyme, for real-time crisis coordination.

Solana Foundation Debuts STRIDE to Protect DeFi Protocols With Tiered Security

The program, which stands for Solana Trust, Resilience and Infrastructure for DeFi Enterprises, moves away from the traditional model of one-off audits and replaces it with continuous, foundation-funded protection scaled to each protocol’s size and risk profile.

STRIDE is structured around eight security pillars covering operational security, access controls, multisig configurations, and governance vulnerabilities. Asymmetric Research conducts hands-on assessments of participating protocols and publishes findings in a public repository, giving users and investors direct visibility into each protocol’s security standing.

All Solana DeFi protocols are eligible to apply. Every participating project receives an independent evaluation and a published report regardless of size.

The announcement explains that protocols that pass the STRIDE evaluation and hold more than $10 million in total value locked (TVL) qualify for foundation-funded 24/7 operational security support and real-time threat monitoring. The monitoring is calibrated to risk, meaning higher-value protocols receive more intensive coverage aimed at catching suspicious activity before it escalates.

For the largest protocols, those managing more than $100 million in TVL, the Solana Foundation funds formal verification. This method uses mathematical proofs to check every possible execution path in a smart contract, eliminating entire classes of vulnerabilities that standard audits can miss.

STRIDE version 0.1 is live now and is expected to evolve as real-world assessments provide feedback.

Alongside STRIDE, the foundation launched the Solana Incident Response Network, known as SIRN, a coalition of security firms dedicated to real-time crisis response across the ecosystem. Founding members include Asymmetric Research, OtterSec, Neodyme, Squads, and Zeroshadow. SIRN is open to all Solana protocols, with response prioritized by TVL and potential impact.

The program builds on existing no-cost tools the Solana Foundation has already deployed, including Hypernative for ecosystem-wide threat detection, Range Security for real-time risk alerting, Riverguard by Neodyme for attack simulation, Sec3 X-Ray for static analysis, and Auditware Radar for template-based issue detection.

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Projects like Squads Multisig, Kamino, and Jupiter Lend have already set high internal security standards, with ten or more audits across some protocols. STRIDE is designed to extend comparable protections to teams that lack the resources to fund that level of coverage independently.

The Solana Foundation also participates in the Crypto Defenders Alliance for cross-industry fraud prevention, and STRIDE adds a Solana-specific layer on top of those broader efforts. The initiative follows the recent $286 million Drift Protocol hack, which was the largest DeFi breach so far in 2026.

Drift Protocol is the largest perpetuals exchange on Solana and it saw its TVL slide from $550 million to the current $234 million. The project’s token, DRIFT, as of 6:30 p.m. Eastern time on Monday, is down more than 37% over the last seven days. DRIFT is 98.5% below the crypto asset’s all-time high of $2.60 logged in November 2024.