MicroStrategy, an American company that provides business intelligence and mobile software, has hit a significant milestone as its market cap surges amid Bitcoin’s rise.
Strategy’s Bitcoin value soared to a record $77.4B as BTC returns to its $120k price. The company is riding high on its aggressive Bitcoin accumulation, as it is reportedly now worth more than several leading banks and equivalent to the gross domestic product of some nations.
While Bitcoin is still down 3% from its all-time high in mid-August, Strategy’s new Bitcoin value record comes from scooping up 11,085 BTC over the last seven weeks.
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Amid the surge in valuation, Strategy CEO, Michael Saylor posted a chart on X showcasing the company’s Bitcoin holdings journey from 2020 to present.
He wrote,
“Our journey began with $0.25 billion in Bitcoin and an immediate $0.04 billion unrealized loss. Today, we closed at a new all-time high: $77.4 billion in BTC NAV”.
Strategy’s decision to invest heavily in Bitcoin has proven to be a double-edged sword, providing potential for substantial upside, especially during bullish phases of the crypto market. As Bitcoin’s price soared past $120k, the company’s stock responded with a notable 50% leap. The trading volume soared to 13.57 million shares, exceeding the average of 13.43 million. The stock’s rally reflects the company’s transformative Bitcoin exposure, aptly categorized as the ‘new digital gold.
Notably, Strategy’s recent stock surge is a reminder of the profound impact Bitcoin’s valuation can have on companies with significant cryptocurrency holdings. While the 50% increase in MSTR’s stock price presents enticing opportunities, it also underscores the volatility inherent in such investments.
Strategy currently holds 640,031 BTC, equivalent to 3.2% of the total circulating supply. The company is the 800-pound gorilla of DATs, holding a whopping 48% of the total amount of BTC held by around 266 public and private companies. Its Bitcoin stash is now worth more than the market capitalization of several major banks, which includes BNY Mellon, Sberbank, US Bancorp, CIBC, ING, Barclays, Deutsche Bank, ANZ Bank, and Lloyds.
For context, larger peers like JPMorgan Chase ($788B), Bank of America ($348B), and Wells Fargo ($254B) remain far ahead. These smaller banks represent established players in retail, investment, and commercial banking, yet their valuations pale against Strategy’s crypto-fueled asset base.
Led by Executive Chairman Michael Saylor, Strategy Bitcoin’s aggressive accumulation has positioned the company as the world’s largest corporate Bitcoin holder. The firm’s market cap itself has ballooned to over $100 billion, largely as a leveraged proxy for BTC exposure, outpacing even its core software business (which generated just $114 million in Q2 2025 revenue). This “Bitcoin treasury” model has delivered annualized returns of ~91%, outperforming tech giants like Nvidia (72%) and Tesla (32%).
This milestone highlights Bitcoin’s maturation as a corporate reserve asset, with public companies now holding over 1 million BTC collectively (valued at $117B+). However, risks loom as MicroStrategy’s strategy relies on debt-financed purchases ($42B planned over three years), and a BTC price drop could trigger impairments or dilution echoing past crypto winters. Still, amid the surge, it’s a bold statement that digital assets are reshaping value hierarchies in finance.
CEO Saylor’s foresight in accumulating Bitcoin, has become a significant factor in MSTR’s valuation. As Bitcoin rallies, so does investor confidence in Strategy’s financial outlook.
Looking Ahead
As per Coinpedia’s BTC price prediction, the price of the crypto asset could peak at $168k this year if the bullish sentiment sustains.
With Strategy’s increased adoption, a continuous bullish price action for Bitcoin will amplify the company’s balance sheet, stock price, and market valuation.