Strategy’s $84 Billion Bitcoin Appetite: Michael Saylor Goes All In (Again)

Summary

Strategy, formerly MicroStrategy, reported a $5.8 billion profit from Bitcoin investments in Q1 2025 and plans to invest $84 billion more in Bitcoin. The company’s Bitcoin yield has increased by nearly 14% since January, reflecting both income and capital appreciation. Strategy has shifted its focus from business intelligence to significant Bitcoin holdings over the past five years, indicating confidence in Bitcoin's long-term value. The investment plan allocates $42 billion to fixed income and $42 billion to fixed equity. Strategy aims for a 25% return on Bitcoin holdings, raising its dollar gain target for 2025 from $10 billion to $15 billion. The company's stock price has surged over 3,000% since its initial Bitcoin acquisition, establishing it as a leading corporate Bitcoin holder amid growing interest in cryptocurrency investments.