📅 August 1 | United States
In a move many compare to the launch of the first iPhone, Strategy has reached a milestone that redefines the relationship between businesses and Bitcoin.
The firm announced its best quarter to date, driven by strong BTC appreciation and a strategy that was not only risky… but visionary.
With a reserve exceeding 38,000 BTC and profitability that eclipses tech giants, Strategy is no longer just a company: it's a global case study.
📊 The Rise of a Strategy with a Name
Strategy, the firm that a year ago began building a corporate treasury with aggressive Bitcoin purchases financed by structured debt, recorded its best quarter on record in terms of revenue and EBITDA.
The key facts:
Its adjusted EBITDA increased more than 900% compared to the same quarter last year.
It has more than 38,300 BTC on its balance sheet and plans to add another 17,000 BTC without diluting its shares, according to TD Cowen.
Its stock price rose more than 15% following the announcement.
What makes this story unique is how Strategy made Bitcoin the core of its operating model, not as a hedge, but as the underlying asset of its corporate identity.
While many expected a collapse due to volatility, the firm consolidated its purchases during the bear market and is now achieving historic results with BTC trading above $118,000.
Additionally, the company is exploring tokenization models for its Bitcoin-backed equity, something that could set a new standard in decentralized corporate finance.
Galaxy Research analyst Peter Li was blunt:
“This is the iPhone moment for corporate treasuries. From now on, no large company will be able to ignore the Strategy model without looking obsolete.”
Topic Opinion:
Strategy has been a key player since its first purchases, and I confess I was skeptical at first. The story of companies trying to be "Bitcoin-native" is not new, but it is rarely successful.
Strategy demonstrates that well-executed conviction can challenge traditional market logic.
Its case is a blend of boldness, financial discipline, and a clear reading of the macroeconomic and technological moment.
We don't know how long this advantage will last, but the truth is that they have already marked a before and after in how Bitcoin can be used beyond speculation.
💬 Are we facing the new Tesla model, but for Bitcoin?
Leave your comment...