MicroStrategy has once again doubled down on its bold Bitcoin-first strategy, announcing a massive $1.25 billion purchase that added 13,627 BTC to its growing treasury.
The latest acquisition pushes the company’s total holdings to 687,410 Bitcoin more than 3% of the cryptocurrency’s total supply, cementing its position as the world’s largest corporate holder of the digital asset.
Led by executive chairman Michael Saylor, the firm’s aggressive accumulation reflects a long-term conviction that Bitcoin is a superior store of value in an era of rising inflation, currency debasement, and growing distrust in traditional financial systems.
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This purchase continues Saylor’s aggressive Bitcoin treasury strategy since 2020, where the firm has raised debt and equity to amass over 3% of Bitcoin’s total supply, positioning it as the largest corporate holder.
At current prices near $91,500, the unrealized gains on holdings exceed $30 billion, underscoring Saylor’s conviction in Bitcoin as a superior store of value amid fiat inflation concerns.
In a post that ignited heated debate across X on January 11, 2026, Saylor declared the top-performing assets of the current decade: Digital Intelligence (NVIDIA, $NVDA), Digital Credit (Strategy, $MSTR), and Digital Capital ($BTC, Bitcoin).
He accompanied his statement with a bar chart highlighting annualized returns since August 2020, the precise moment MicroStrategy launched its pioneering Bitcoin treasury strategy.
According to the chart:
– NVDA led with ~68% annualized returns, fueled by the explosive growth of AI computing demand.
– MSTR followed closely at ~60%, benefiting from leveraged Bitcoin exposure through debt, equity raises, and aggressive accumulation.
– BTC itself delivered a strong ~45% annualized return, outpacing most traditional assets like Tesla (~33%), the broader market, and especially bonds (negative returns in that period).
Saylor framed these three as foundational pillars of a new financial era: AI-driven processing power, Bitcoin-leveraged corporate financing, and Bitcoin as superior “digital capital” that preserves value better than fiat in an inflationary world.
Notably, he has repeatedly hinted that accumulation will not slow, especially during periods of price weakness, reinforcing his belief that volatility is a feature, not a flaw, of Bitcoin’s monetization phase.
Since August 2020, MicroStrategy (now rebranded Strategy) has transformed from a business intelligence software firm into the world’s largest corporate Bitcoin holder. The company has repeatedly raised capital via convertible notes, at-the-market equity offerings, and other instruments to purchase more Bitcoin, creating what Saylor calls “Bitcoin yield” for shareholders.
With unrealized gains now exceeding $30 billion, MicroStrategy’s Bitcoin bet is no longer just symbolic, it is reshaping how corporations think about treasury management in the digital age.
Outlook
Looking ahead, MicroStrategy’s Bitcoin-centric strategy is likely to remain both highly influential and highly polarizing. If Bitcoin continues its long-term appreciation trajectory, the company could further entrench itself as a hybrid entity part operating business, part Bitcoin investment vehicle potentially inspiring more corporations to rethink traditional treasury models.
However, the approach is not without risks. MicroStrategy’s heavy reliance on debt and equity raises exposes it to macroeconomic shifts, interest rate pressures, regulatory uncertainty, and prolonged crypto bear markets. A sustained downturn in Bitcoin prices could strain its balance sheet and test investor patience. Yet for Saylor, this risk is calculated—he views Bitcoin as a generational asset, not a cyclical trade.
On the flip side, if Bitcoin fulfills its narrative as global digital capital, Strategy Bitcoin bet will prove to be a successful corporate treasury playbook, one where balance sheets are built not on cash, but on decentralized monetary assets.