Strategy could control 7.5% of Bitcoin’s supply by September 2026. Here’s what Saylor’s bold accumulation plan means for BTC prices.
Strategy’s Bitcoin buying spree is making waves across the crypto community.
Analyst David Lawrence broke down some striking numbers on X this week. According to Lawrence, the company now holds 738,731 BTC on its balance sheet.
At its current pace, MicroStrategy could lock up a significant chunk of Bitcoin’s total supply within months.
Strategy’s Bitcoin Accumulation Is Moving Faster Than Expected
Lawrence pointed out that MicroStrategy likely bought at least 30,000 BTC this week alone. That rate of accumulation is turning heads.
At that pace, the company could reach 5% of Bitcoin’s total 21 million supply in just 11 weeks. That translates to roughly 1.05 million BTC under one company’s control.
The numbers get even bigger after that.
Lawrence noted that 7.5% of Bitcoin’s total supply equals about 1.575 million coins. At the current run rate, MicroStrategy could hit that milestone by the end of September 2026. That is only six months away.
The speed of this accumulation is something few people predicted, including MicroStrategy’s own Michael Saylor.
Saylor said that if #MSTR are lucky enough get to 5% of the network, Bitcoin will be $1M.
5% of 21M is 1.05M #BTC
He also said that if MSTR get to 7.5%, Bitcoin will be $10M a coin
7.5% of 21M is 1.575M BTC
He has also predicted that Bitcoin will produce a CAGR of 29% on…
— David Lawrence (@d_1awrence) March 13, 2026
What Saylor Has Said About Bitcoin’s Price at These Levels
Saylor has previously made bold long-term price predictions tied to supply control.
According to Lawrence’s post, Saylor stated that reaching 5% of the Bitcoin network could push BTC to $1 million per coin.
He also said that controlling 7.5% of the network could send Bitcoin to $10 million per coin. These were framed as long-term, 10 to 20-year forecasts.
Saylor also projected that Bitcoin would deliver a compound annual growth rate (CAGR) of 29% over the next 21 years. Lawrence stressed that no reasonable person expects Bitcoin to hit $1 million in 11 weeks.
The accumulation timeline may be accelerating faster than Saylor ever imagined. But the price targets, Lawrence argued, are likely still years away from becoming reality.
Related reading: Strategy Expands Bitcoin Treasury With New Purchase
A Supply Squeeze of This Scale Could Reshape Bitcoin’s Market
Lawrence’s core argument is about simple supply and demand. Removing 1.5 million BTC from active circulation tightens an already scarce market.
Add tens of billions of dollars flowing into Bitcoin consistently every week, and the pressure builds. At some point, Lawrence argued, price movement becomes unavoidable.
His key point is that accumulation and price cannot move independently. If MicroStrategy is buying faster than anyone expected, the market may reprice faster too.
The steady, gradual climb many analysts modelled could give way to something sharper.
Lawrence called the next six months “very interesting to watch,” and the data backs that sentiment up.
