Latest Acquisitions of MicroStrategy in 2025
In the first half of 2025, MicroStrategy has continued its aggressive accumulation of Bitcoin under the leadership of Michael Saylor, reaching historic milestones:
- Total reserves: 245,000 BTC (valued at ~$18.3 billion at the current price of $75,000)
- Most recent purchase: 8,500 BTC in May 2025 ($637.5 million), financed through a combination of operating cash flow and convertible debt.
- Accumulated purchase average: $32,500 per BTC (unrealized gain of 130%).
New Strategies in 2025
1. Tokenization of Reserves:
- MicroStrategy launched MSTR Token in March 2025, a security token backed by its Bitcoin treasury, allowing investors to access indirect exposure with greater liquidity.
2. Collaboration with BlackRock:
- Agreement to integrate their BTC into BlackRock's Digital Asset Division custody platform, enhancing security and operational efficiency.
3. Staking Strategy:
- Leveraging the Bitcoin OP_CAT update (July 2025), the company began participating in staking solutions via sidechains, generating yield on their reserves.
Market Impact and Reactions
- Saylor Effect: Institutional purchases continue to correlate with bullish rallies (+22% in BTC in Q1 2025).
- Corporate Adoption: 12 new public companies (including a European bank) announced in 2025 the adoption of Bitcoin on their balance sheets, following MicroStrategy's model.
- Regulatory Concerns: The SEC is evaluating new rules for crypto asset disclosure on balance sheets, which could affect MSTR's financing strategy.
Forecasts for the Second Half of 2025
- Possible stock split to improve accessibility for small investors.
- Expansion into DeFi: Integrating their BTC as collateral in institutional protocols like Maple Finance.
- Saylor predicts: "By 2026, Bitcoin will be the reserve standard for global tech companies."
Sources:
- Q2 2025 Report from MicroStrategy
- Analysis from Fidelity Digital Assets (June 2025)
- On-chain data from Arkham Intelligence
