Strategy has amassed over 580,000 BTC worth $61–$62B, maintaining its lead as the largest corporate Bitcoin holder.
Michael Saylor’s method of leveraging equity and debt is now being adopted by over 80 public companies.
Despite quantum computing fears, Saylor asserts Bitcoin remains the most secure system in existence.
Michael Saylor’s Bitcoin playbook sparks new wave of corporate accumulation as Strategy tops 580K BTC, MSTR stock soars and imitators from Trump to GameStop follow the BTC standard.
SAYLOR’S RELENTLESS BITCOIN BUYING SPREE
Michael Saylor, Executive Chairman of Strategy (formerly MicroStrategy), is once again capturing headlines after announcing yet another major Bitcoin purchase. Over the past week, his company acquired an additional 1,045 BTC for $110.2 million at an average price of $105,426 per coin. This acquisition brings Strategy’s total holdings to an astonishing 582,000 BTC, raising the firm’s average cost basis to $70,086. With Bitcoin currently trading near $107,000, Strategy’s unrealized profit now exceeds $20 billion.
Saylor’s latest move wasn’t isolated. It followed a social media post reading “Send more Orange,” a recurring cryptic signal that typically precedes a fresh BTC buy. His posts have become a subtle yet powerful market signal, contributing to Bitcoin’s upward momentum and feeding speculation of continued accumulation.
$1 BILLION STOCK OFFERING TO FUEL BITCOIN ACCUMULATION
To finance its aggressive strategy, Strategy announced a $1 billion stock offering of its 10% Series A Perpetual Stride Preferred Stock. Priced at $85 per share, this funding effort is projected to raise approximately $979 million after expenses. This comes after a previously announced raise of $250 million, marking a fourfold increase in capital commitment toward Bitcoin.
This preferred stock, which features non-cumulative 10% dividends, caters to institutional investors looking for yield, providing a predictable income stream even as Strategy pursues a high-risk, high-reward crypto strategy. The model offers dual benefits: direct exposure to Bitcoin upside and regular returns via dividends.
MSTR STOCK OUTPACES TECH GIANTS
Saylor’s Bitcoin-heavy approach has paid off for shareholders. MSTR stock has surged 126% in the past year – outperforming tech behemoths like Tesla, Microsoft and Apple. This tight correlation between Bitcoin’s price and MSTR’s performance has transformed the stock into a de facto Bitcoin ETF for many investors. As BTC gains institutional and retail traction, Strategy’s equity value climbs in tandem.
Bitcoin itself has delivered a 52.39% return over the past 12 months, fueled by increased adoption, ETF launches and institutional accumulation. This symbiosis between Strategy’s holdings and BTC’s market performance reinforces the notion that corporate treasuries increasingly view Bitcoin as a strategic asset class rather than a speculative one.
SAYLOR’S INFLUENCE FUELS A CORPORATE BTC MOVEMENT
Since adopting the Bitcoin Standard in 2020, Strategy has spent $40.7 billion to build its BTC reserves. This model – leveraging debt and equity to buy Bitcoin – has become the blueprint for other companies seeking to replicate Strategy’s meteoric stock performance. Today, over 80 public companies reportedly hold Bitcoin in their treasuries, including high-profile entrants like GameStop and Trump Media & Technology Group.
GameStop recently announced the acquisition of 4,710 BTC worth over $500 million, while Trump Media aims to raise $2.5 billion to establish one of the largest Bitcoin treasuries among public companies. Both moves mirror Saylor’s strategy and underscore the mainstreaming of Bitcoin into corporate finance.
Since 2023, corporate Bitcoin holdings have risen 160%, with public firms now controlling roughly 3.4% of all BTC in circulation. This growing trend suggests that Saylor’s once-controversial strategy is now setting a precedent for traditional businesses seeking relevance and returns in the digital asset era.
BITCOIN’S TECHNICAL MOMENTUM CONFIRMS BULLISH OUTLOOK
From a technical standpoint, Bitcoin’s recent price behavior supports a bullish continuation. Trading between $106,003 and $107,004 with a Relative Strength Index (RSI) of 60.42, BTC remains in upward momentum but has yet to reach an overbought level. The Awesome Oscillator (AO) further confirms bullish sentiment, with rising green bars indicating strengthening momentum.
Analysts note resistance at $110,000. If broken, it could trigger another leg upward, fueled in part by institutional buys like Strategy’s. With each accumulation round, Saylor not only strengthens his company’s portfolio but also applies upward pressure on BTC’s limited supply.
ADDRESSING THE ‘QUANTUM COMPUTING’ THREAT
While Bitcoin’s security is unparalleled today, some researchers have voiced concerns about quantum computing potentially breaking elliptic curve cryptography (ECC), exposing millions of coins. Project Eleven estimates that over 6 million BTC may be at risk due to publicly visible keys.
Saylor remains unfazed. He dismisses these claims as marketing ploys by backers of “quantum yo-yo tokens” and emphasizes that companies like Microsoft and Google would never build tech that undermines the very infrastructure they rely on.
Moreover, Saylor reassures that Bitcoin can adapt through protocol upgrades, much like any other digital system. For him, phishing attacks and human error remain far greater risks to BTC holders than futuristic quantum threats. He cites Bitcoin as “the most difficult system in the universe to hack” and believes other systems, from banking to cloud platforms, are far more vulnerable.
LOOKING AHEAD
Michael Saylor’s commitment to Bitcoin remains unwavering. With over 580,000 BTC in hand and nearly $1 billion more in funding lined up, Strategy is charging full-speed ahead into crypto’s future. Meanwhile, imitators – from tech firms to meme stocks – are flocking to the Bitcoin standard, further tightening supply and potentially setting the stage for the next big rally.
As Bitcoin inches toward $110,000, one thing is clear: Saylor’s actions continue to move markets, define narratives and shift the investment playbook for the corporate world.
〈Michael Saylor’s Bitcoin Playbook Sparks New Wave of Corporate Accumulation〉這篇文章最早發佈於《CoinRank》。
