Strategy, formerly known as MicroStrategy, has hit a landmark moment as the total value of its Bitcoin holdings surged to $53.9 billion. This milestone came as Bitcoin itself rallied past the $100,000 mark, reclaiming levels not seen since February and pushing the firm’s Bitcoin investment to a new all-time high.

The dramatic rise in Bitcoin’s price marks a strong reversal from just a month earlier, when it had fallen to a multi-month low of around $74,000. Now, Bitcoin’s nearly 40% price increase over the past month has breathed fresh momentum into institutional investors like Strategy that have committed heavily to the asset.

Relentless Bitcoin Accumulation Strategy

Strategy’s approach to Bitcoin acquisition has been deliberate and consistent. The firm currently owns 555,450 BTC, purchased at an average cost of roughly $68,550 per coin. This total investment equals approximately $38.08 billion. With Bitcoin now trading above $100,000, the company is sitting on unrealized profits of over 50%.

Strategy’s most recent Bitcoin purchase was introduced earlier this month, when it acquired 1,895 BTC for $180.3 million. This purchase reflects its continued confidence in Bitcoin despite recent market volatility. The company’s Bitcoin stash has grown significantly this year alone, up from 446,400 BTC at the end of 2024.

Stock Performance Mirrors Bitcoin Growth

As Bitcoin’s price surged, Strategy’s stock also experienced a dramatic upswing. The company’s shares have risen by more than 75% over the last month, largely fueled by bullish sentiment surrounding the firm’s digital asset strategy. Investors increasingly view Strategy not as a traditional software company, but rather as a proxy for Bitcoin exposure in the public markets.

This changing perception is evident in the growing correlation between the company’s stock price and Bitcoin’s market performance. Strategy’s stock has been moving more closely in line with Bitcoin than with traditional software sector indices, underlining its transformation into a Bitcoin-centric investment vehicle.

Big Ambitions for Future Bitcoin Growth

Despite recent financial challenges, including reporting a $4.2 billion net loss in Q1 2025, Strategy has remained unwavering in its Bitcoin-first approach. The company has introduced plans to raise $42 billion in capital through equity and debt instruments to fund further Bitcoin purchases. This aggressive strategy aims to strengthen its position as one of the largest institutional holders of Bitcoin globally.

Founder and executive chairman Michael Saylor continues to be a vocal advocate for Bitcoin’s long-term potential. He has projected that a single Bitcoin could be worth as much as $13 million by 2045. According to Saylor, failing to invest now could mean missing out on generational wealth creation.

Wider Trend of Corporate Bitcoin Profits

Strategy isn’t alone in reaping the rewards of Bitcoin’s recent price surge. Other companies that have integrated Bitcoin into their treasuries are also benefiting. Firms like Metaplanet and Semler Scientific are currently posting double-digit percentage gains on their Bitcoin holdings. This is a marked turnaround from just a month ago, when many corporate holders were facing unrealized losses due to market dips.

The broader shift in sentiment and profitability suggests that institutional acceptance of Bitcoin is entering a more mature phase. More companies are now seeing digital assets not just as speculative instruments, but as strategic stores of value.

Conclusion

Strategy’s landmark $53.9 billion Bitcoin portfolio is a testament to the company’s unwavering belief in digital assets as the future of finance. While its approach has not been without risk—evidenced by quarterly losses and market skepticism—the recent rally has validated its strategy in the eyes of many investors. With additional purchases on the horizon and a bold capital-raising plan in motion, Strategy is reinforcing its identity as a Bitcoin powerhouse.

As the market continues to evolve and more corporations consider digital assets for treasury allocation, Strategy’s journey could serve as both a blueprint and a bellwether for institutional Bitcoin adoption. Whether Bitcoin will continue to surge or encounter further volatility remains uncertain, but for Strategy, the bet on Bitcoin is clearer than ever.