Strategy announced a new purchase of 4,225 BTC for 472.5 million dollars on July 14, bringing its total to 601,550 BTC and strengthening its position as the largest corporate holder of Bitcoin in the world. An asset valued at over 71.4 billion dollars that marks, once again, the growing dominance of Michael Saylor’s company over cryptocurrency reserves globally.
How many Bitcoin does Strategy hold today and why is it making headlines?
The operation of July 14 brings the total holdings of Strategy to a whopping 601,550 BTC. This is a value exceeding 71.4 billion dollars at current prices, a true all-time record among listed companies.
Only in the last few months, the increase in the value of its reserves has reached an impressive +66.5%, with unrealized gains over 28.5 billion dollars. These numbers confirm how Bitcoin is now the most influential “reserve asset” in the financial strategy of the most aggressive tech companies.
The importance of this milestone? The accumulation trend triggered by Strategy directly influences the demand for Bitcoin, making the company one of the main players in the current market cycle.
What changes for the market after the latest record investment?
The massive purchase of Bitcoin by Strategy helps to consolidate the rally of criptovalute, bringing the company’s capitalization over 118 billion dollars.
At the same time, the total value of cryptocurrencies has surpassed 4 trillion dollars, while Bitcoin has approached – or set – new all-time highs (ATH).
But the impact goes beyond the cryptocurrency market: companies like Strategy are becoming increasingly attractive to institutional and private investors who wish for “exposure” to Bitcoin without buying it directly. Thus, the shares of companies that hold large reserves of Bitcoin, or their corporate bonds, are becoming sought-after and listed financial instruments.
Why does the decision to enter the Nasdaq 100 make news?
From December 2024, Strategy officially entered the famous Nasdaq 100 index, an event that dramatically underscores the growing legitimacy of Bitcoin in the landscape of major global financial indices.
This innovation indicates that more and more institutional investors – such as pension funds and asset managers – can gain exposure to Bitcoin through regulated and publicly listed instruments, without having to interact with crypto exchanges or digital wallets.
In fact, a good part of the recent demand for Bitcoin comes from ETFs, investment funds, and the purchase of shares in companies like Strategy.
The role of Vanguard: what does it mean for Bitcoin?
A key signal of this change comes from Vanguard, among the largest asset managers worldwide, which now owns about 8% of Strategy’s shares. This data demonstrates the growing integration of Bitcoin into the traditional financial system through listed vehicles.
In other words: even the historical players of “classic” finance – often seen as skeptical about cryptocurrencies – are embracing products linked to the trend of Bitcoin and enriching their clients’ portfolios with indirect digital assets.
Companies with Bitcoin reserves: why are they leading the new cycle?
Companies like Strategy are now considered among the main drivers of demand in this market phase. Along with ETFs, large investors, and centralized exchanges, they are pushing the bull pressure to levels never seen before.
Their role is twofold: they support the price of Bitcoin with periodic purchases (“dollar cost averaging”, or strategic accumulation over time) and act as “ambassadors” to traditional finance, transforming Bitcoin from a speculative asset to a central component of diversified and structured portfolios.
This is why every large purchase actually represents a psychological and media, as well as financial, flywheel.
What risks or signals to watch after these purchases?
Be careful not to underestimate the concentration of reserves and the potential volatility. When a few players control the available supply, both the price resilience and the systemic risks increase in the event of bull or bear movements.
However, as long as institutional and retail demand remains strong – also driven by the records of ETFs on Bitcoin – the current cycle seems to enjoy solid fundamentals.
The future (“Trump effect” included) will depend on the ability of companies to manage this new digital wealth and to innovate in the market.
What happens now? The future of Bitcoin and the accumulated companies
The strategic impact of Strategy purchases confirms that Bitcoin is no longer a speculative niche but is now at the center of global digital and public finance.
With over 601,550 BTC in the portfolio and a capitalization of 118 billion dollars, Michael Saylor’s company leads a trend that could change the composition of the markets and the focus of institutional investors for a long time.
The future depends on the ability to maintain this pace of accumulation and the market’s response to new ETFs, crypto bonds, and regulated products. Everything can change in the coming weeks: stay updated on the moves of Strategy and follow the evolution of Michael Saylor’s community to not miss the next plot twists of Bitcoin.
