Michael Saylor's company, now rebranded as Strategy (formerly MicroStrategy), continues to be a major accumulator of Bitcoin. Here's a summary of their recent activity and strategy:
Latest Acquisitions and Holdings:
* As of May 4, 2025, Strategy signaled a new significant Bitcoin acquisition, marking the fourth consecutive week of BTC purchases by the firm.
* Their latest disclosed purchase on April 28, 2025, was for 15,355 BTC, valued at over $1.4 billion at the time, bringing their total holdings to 553,555 BTC.
* Prior to that, as of March 23, 2025, Strategy held approximately 506,137 BTC after a $584.1 million purchase of 6,911 BTC between March 17-23.
* The company also acquired 130 BTC for $10.7 million between March 10-16, 2025.
* As of May 12, 2025, Strategy was reported to hold 555,450 BTC with a cost basis of around $38 billion, sitting on unrealized profits of over $20 billion.
* Their total Bitcoin holdings as of May 17, 2025, are approximately 568,840 BTC.
Funding and Strategy:
* Strategy has been consistently using various methods to fund its Bitcoin purchases, including:
* Issuing and selling common stock through at-the-market (ATM) offerings.
* Issuing convertible debt.
* They recently announced plans to raise an additional $21 billion through an equity offering to finance further BTC purchases.
* Michael Saylor is a strong advocate for corporate Bitcoin adoption, arguing that it's a superior asset for corporate treasuries compared to traditional assets, especially in the "AI age." He believes Bitcoin offers a way to escape stagnation and drive growth, and is "digital capital" that is uncorrelated to other assets.
* Saylor emphasizes that Strategy's consistent purchases, regardless of market highs or lows, reflect their conviction in Bitcoin's long-term value.
Recent Events and Statements:
* Strategy hosted "Bitcoin for Corporations 2025" in May 2025, bringing together corporate leaders and investors to discuss corporate Bitcoin adoption. Michael Saylor delivered a keynote speech on "The Case for Corporate Adoption of Bitcoin."
* Saylor has publicly suggested that large tech companies like Microsoft should consider buying Bitcoin instead of relying solely on stock buybacks.
In essence, Strategy under Michael Saylor continues its aggressive and unwavering strategy of accumulating Bitcoin, viewing it as a core treasury asset and a key driver of long-term value.
