Strategy (MSTR), the original bitcoin treasury company, reported $3.9 billion in gains on its massive BTC holdings for the third quarter, following a weekend rally that pushed bitcoin to new record levels.

The company also confirmed what Executive Chairman Michael Saylor hinted at over the weekend: it did not add to its roughly 640,000 BTC stack last week—the first pause in weekly purchases since April.

Strategy’s average cost per bitcoin stands at $73,983. With bitcoin trading near $124,000, the company’s holdings are now valued at approximately $78.7 billion, representing $31.4 billion in unrealized gains.

Financial Update Highlights

For the quarter ending September 30, Strategy reported an unrealized gain of $3.89 billion on its digital assets, alongside a deferred tax expense of $1.12 billion. The company’s digital asset carrying value stood at $73.21 billion, with a deferred tax liability of $7.43 billion.

MSTR shares rose 2.5% in premarket trading, reflecting bitcoin’s recent surge to $124,500.