🔷 Strategy Incorporated: Recent Developments
1. Rebranding to 'Strategy'
In February 2025, MicroStrategy officially rebranded as Strategy™, reflecting its intensified focus on Bitcoin investments. The new branding includes a stylized “B” in its logo, symbolizing its commitment to Bitcoin as a core asset.
2. Significant Bitcoin Acquisition
In March 2025, Strategy raised $711.2 million through a preferred stock offering. The proceeds are primarily intended for purchasing additional Bitcoin, potentially increasing the company's holdings to over 500,000 BTC.
3. Stock Performance Concerns
Despite its aggressive Bitcoin strategy, Strategy's stock has faced challenges. Notably, shares have declined by 30% since Executive Chairman Michael Saylor's appearance on the Forbes cover earlier this year, dropping from $340.09 to $238.25 between January 30 and March 10.
4. Emerging Competition
A new competitor, Twenty One, has entered the market with a similar Bitcoin-centric approach. Analysts view this development as "incrementally bullish" for Strategy, suggesting that the presence of competitors validates Strategy's business model and could positively influence investor sentiment.
