Saylor's Strategy Generates A Gain Of $2.6 Billion In Bitcoin At The Beginning Of 2025

Michael Saylor, co-founder and Executive Chairman of Strategy (formerly MicroStrategy), announced impressive profits of $2.6 billion generated by the company’s bitcoin investments during the first two months of 2025. This result validates his massive accumulation strategy, despite recent market turmoil.

Strategy generates a profit of $2.6 billion in Bitcoin in just two months

Michael Saylor, co-founder and Executive Chairman of Strategy (formerly MicroStrategy), announced on his X account exceptional financial results for the beginning of 2025. During the months of January and February, the company generated a colossal gain of $2.6 billion in bitcoin, representing approximately 30,702 BTC for its shareholders.

This performance, although impressive, is nevertheless lower than the results of the previous year, where the company had achieved $13.1 billion in gains (equivalent to 140,538 BTC) over the entire year of 2024.

These results are part of an ambitious and consistent investment strategy. Between February 18 and February 23, 2025, Strategy further strengthened its position by acquiring an additional 20,356 bitcoins for a total of $1.99 billion, at an average price of $97,514 per bitcoin.

This massive acquisition allowed the company to reach a total portfolio of 499,096 BTC, placing it just a few steps away from the symbolic threshold of 500,000 bitcoins that Saylor has publicly declared he wants to surpass.

The financing of these acquisitions relies notably on a recent issuance of $2 billion in convertible bonds, closed in early February. This operation falls under Strategy’s “21/21 plan,” an ambitious program aimed at mobilizing $42 billion over three years to acquire even more bitcoin. Of this colossal amount, $20 billion has already been raised, reflecting investors’ confidence in the company’s long-term vision.

A business model that attracts giants of traditional finance

Strategy’s massive bitcoin accumulation strategy is generating increasing interest from major players in traditional finance. BlackRock, the world’s largest asset manager with $11.6 trillion under management, has recently increased its stake in Strategy to 5%.

This announcement, made to the U.S. Securities and Exchange Commission (SEC), immediately caused a 2.8% rise in the company’s shares in pre-market trading, reaching $325.

This support from financial institutions comes despite mixed financial results in Strategy’s core business. The company indeed reported a net loss of $670 million in the fourth quarter of 2024.

However, this policy of massive debt, driven by an unwavering confidence in the future appreciation of bitcoin, seems to be convincing investors like BlackRock and CalSTRS, who continue to increase their stakes in the company.

The current crypto market context remains marked by high volatility. Bitcoin has experienced a significant correction, losing over 20% of its value in a week, dropping from $99,400 to a low of $78,764, before stabilizing around $85,330.

In summary, at a time when bitcoin is recovering to around $85,330 after a drop of over 20% last week, Saylor’s confidence remains unwavering. Despite criticism and a net loss of $670 million in the fourth quarter of 2024, Strategy maintains its view of bitcoin as an indispensable strategic reserve, a positioning that increasingly resonates with institutional investors and even some U.S. states considering adopting bitcoin as a reserve asset.