In a bold reaffirmation of its long-term commitment to digital assets, Strategy — the Bitcoin investment firm formerly known as MicroStrategy — has acquired an additional 7,633 BTC between February 3 and February 9, 2025. This strategic purchase, made at an average price of $97,255 per coin, marks the company’s first major acquisition under its new identity and further solidifies its position as the largest corporate holder of Bitcoin.
The filing of Form 8-K on February 10, 2025, confirmed the transaction and highlighted the firm’s unwavering confidence in Bitcoin as a long-term treasury reserve asset. The rebranding to "Strategy" on February 5 was more than symbolic; it reflects a fundamental shift in corporate focus. No longer a diversified tech company, Strategy now operates with Bitcoin at the core of its financial and operational philosophy.
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A Continued Commitment to Bitcoin Accumulation
Since initiating its Bitcoin investment strategy in August 2020, Strategy has consistently expanded its holdings. The latest acquisition brings its total Bitcoin reserves to 478,740 BTC, acquired at an average cost of $65,033 per coin. This means the company is already sitting on substantial unrealized gains despite short-term market fluctuations.
In just the first two months of 2025 alone, Strategy added 32,340 BTC to its balance sheet — approximately 7% of its entire current holdings. This aggressive accumulation is fueled by a dual financing strategy: issuing equity and securing tax-efficient debt. These mechanisms allow the company to scale its Bitcoin purchases without relying solely on operational cash flow.
The firm’s key performance metric — Bitcoin yield — grew by 4.1% from January 1 to February 9, 2025, measured against its diluted share base. While this reflects strong execution, Strategy recently revised its annual Bitcoin yield target downward from an ambitious 74.3% to a more conservative 15%, citing macroeconomic conditions and a $670 million net loss in Q4 2024.
This recalibration does not signal retreat but rather a maturation of its financial planning. The company remains laser-focused on long-term value creation, not quarterly hype.
Financial Performance and Strategic Vision: The 21/21 Plan
Despite the Q4 setback, Strategy’s Bitcoin investments have delivered massive returns over time. In the first six weeks of 2025, the company realized $1.8 billion** in gains from its digital asset portfolio. It aims to grow this figure to **$10 billion by year-end, representing an 18% increase in value for the year.
Looking back at 2024, Strategy earned $13.1 billion from Bitcoin-related transactions and purchased 140,538 BTC during that period. These numbers underscore the effectiveness of its capital allocation strategy and its ability to execute large-scale acquisitions in volatile markets.
Central to Strategy’s roadmap is the 21/21 Plan, a multi-year initiative designed to institutionalize its Bitcoin-centric treasury model. The plan includes three core objectives:
- Raise $21 billion in investor capital
- Secure $21 billion in fixed-income securities
- Deploy all available funds toward purchasing more Bitcoin over a three-year horizon
This structured approach ensures sustainable growth while minimizing dilution and financial risk. By aligning fundraising with clear investment goals, Strategy sets a precedent for how public companies can integrate Bitcoin into mainstream finance.
From MicroStrategy to Strategy: A Name That Reflects Purpose
Founded in 1989 by Michael Saylor as a business intelligence software provider, the company began its transformation in 2020 when it started allocating capital to Bitcoin. Over time, Bitcoin became not just an investment but the foundation of its entire corporate strategy.
The rebrand from MicroStrategy to Strategy was a deliberate move to reflect this evolution. As Saylor explained, the new name captures the company’s singular focus: executing a long-term financial strategy centered on digital asset preservation and appreciation.
The shift also responds to growing institutional and governmental interest in national Bitcoin reserves. With countries like El Salvador leading the way and others exploring similar policies, Strategy positions itself as a blueprint for corporate and even sovereign adoption.
Today, Strategy is no longer seen as a tech company dabbling in crypto — it is a Bitcoin-native financial entity. Its actions are closely watched by investors, analysts, and policymakers alike as indicators of broader market sentiment and institutional confidence.
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Core Keywords and Market Impact
The key themes defining Strategy’s current trajectory include:
- Bitcoin investment
- Corporate treasury strategy
- Michael Saylor
- Bitcoin accumulation
- Digital asset adoption
- Institutional Bitcoin holdings
- Strategic rebranding
- Long-term financial planning
These keywords not only reflect the company’s operational focus but also resonate with search trends among investors seeking reliable models for integrating Bitcoin into portfolios.
By maintaining transparency through regular disclosures and sticking to a disciplined acquisition strategy, Strategy enhances trust and provides a replicable framework for other institutions considering similar moves.
Frequently Asked Questions (FAQ)
Q: Why did MicroStrategy change its name to Strategy?
A: The rebrand reflects the company’s complete transition from a software business to a Bitcoin-focused financial entity. The name "Strategy" emphasizes its long-term, disciplined approach to digital asset investment and treasury management.
Q: How does Strategy afford to buy so much Bitcoin?
A: The company finances its purchases through a combination of equity issuance and tax-efficient debt offerings. This allows it to raise capital quickly and deploy it into Bitcoin without relying solely on operating income.
Q: Is Strategy still profitable despite recent losses?
A: Yes. While Strategy reported a $670 million loss in Q4 2024, its overall Bitcoin portfolio has generated billions in unrealized and realized gains. In early 2025 alone, it gained $1.8 billion, with projections to reach $10 billion in annual gains.
Q: What is the 21/21 Plan?
A: It’s a three-year initiative to raise $21 billion in investor capital and secure $21 billion in fixed-income assets, all aimed at funding continued Bitcoin acquisitions while maintaining financial stability.
Q: How much Bitcoin does Strategy own now?
A: As of February 9, 2025, Strategy holds 478,740 BTC, making it the largest publicly traded corporate holder of Bitcoin.
Q: Did the rebrand affect Strategy’s stock performance?
A: Market response has been largely positive, with increased investor attention following the name change. The stock is increasingly viewed as a proxy for direct Bitcoin exposure with leveraged upside through continuous accumulation.
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Looking Ahead: Strategy as a Market Bellwether
As more institutions explore Bitcoin for treasury diversification, Strategy’s model offers a proven playbook. Its disciplined buying, transparent reporting, and strategic financing make it a benchmark in the evolving landscape of digital finance.
With over half a million BTC potentially within reach in the coming years, Strategy isn’t just following a trend — it’s shaping the future of corporate finance. Investors watching its moves aren’t just tracking one company; they’re observing the rise of a new financial paradigm built on sound monetary principles and long-term vision.