EXODvsMSTR
Exodus Movement vs Strategy
Side-by-side Bitcoin treasury comparison: holdings, market cap, mNAV ratio, BTC per share, cost basis, and recent purchases. Numbers refresh every 5 minutes from SEC filings and live market data.
Metric
EXOD
MSTR
BTC holdings
600 BTC
843,775 BTC
Market value of BTC
$38.4M
$53.9B
Average cost per BTC
$34,395.00
$75,476.00
Total cost basis
$20.6M
$63.7B
mNAV (market cap ÷ BTC value)
3.83×
0.61×
Sats per share
2.0k
235.8k
Last disclosed purchase
Jun 30, 2026
- Jun 30, 2026+-56 BTC$3.3M
- May 31, 2026+28 BTC$2.1M
- Mar 31, 2026+-1,076 BTC$106.4M
- Dec 31, 2025+-419 BTC$36.7M
- Sep 30, 2025+65 BTC$7.4M
EXOD vs MSTR: frequently asked
Which company holds more Bitcoin, EXOD or MSTR?▾
Strategy (MSTR) holds 843,775 BTC, compared to Exodus Movement's (EXOD) 600 BTC — roughly 1406.3× more.
What's the total Bitcoin value on the balance sheets of EXOD and MSTR?▾
EXOD holds $38.4M worth of Bitcoin at current market prices. MSTR holds $53.9B.
Who has a lower cost basis per BTC, EXOD or MSTR?▾
EXOD's average cost is $34,395.00 per BTC. MSTR's is $75,476.00. EXOD is the lower cost basis.
When did EXOD last buy Bitcoin?▾
EXOD disclosed a -56 BTC purchase on June 30, 2026.
When did MSTR last buy Bitcoin?▾
MSTR disclosed a -3,588 BTC purchase on July 6, 2026.