Bitcoin News Today: Strategy Inc. Stakes All on Bitcoin Despite Credit Downgrade and Market Swings

Michael Saylor's Strategy Inc. has reaffirmed its aggressive Bitcoin-centric strategy, posting a $2.8 billion profit in Q3 2025 while expanding its corporate Bitcoin holdings to 640,808 coins, valued at $70.44 billion. Despite a recent stock dip, Saylor is prioritizing offshore funding and yield-boosting initiatives to sustain Bitcoin accumulation, signaling his firm's unwavering commitment to the digital asset as a hedge against inflation, according to a CryptoTimes report.

The company, formerly MicroStrategy, has introduced a suite of perpetual preferred stock offerings—Strike, Strife, Stride, and Stretch—yielding between 8% and 12.5% to attract institutional and high-net-worth investors. These instruments, designed to defer taxes for up to a decade, offer tax-equivalent yields of 16% to 20%, outperforming traditional money market funds and Treasurys, the CryptoTimes report noted. Saylor emphasized the strategic advantage of these products, stating, "Why chase pennies when you can get 350 basis points more?" The Stretch offering alone upsized to $2.52 billion in July, underscoring the appetite for high-yield alternatives in a low-interest-rate environment, the CryptoTimes piece added.

While Strategy's stock fell 7.55% in Thursday trading, Saylor remains bullish, projecting $24 billion in annual net income and a year-end Bitcoin price of $150,000. The firm's Q3 Bitcoin purchases added 390 coins for $43 million, continuing a steady accumulation pattern. Despite Bitcoin's 2% dip to $109,538 in the past 24 hours, Saylor dismissed concerns, calling the market's volatility a "new reality of monetary expansion," as the CryptoTimes report observed.

Strategy's focus on Bitcoin has also led to a strategic decision to avoid mergers and acquisitions (M&A) of other Bitcoin treasury firms. Saylor cited the "uncertainty" and "distractions" of M&A processes, which can stretch for six to nine months, during the Q3 earnings call. He emphasized that the company's "laser focus" remains on expanding its credit instrument suite and improving balance sheet strength, according to a Coinotag report. This stance aligns with its recent $12.9 billion in Bitcoin gains year-to-date, achieved through 84 transparent, accretive acquisitions, a Cryptopolitan article noted.

Recent on-chain activity has further fueled speculation. Arkham data revealed a $2.45 billion transfer of 22,704 BTC to new wallets, sparking debates over potential liquidation or restructuring, per a Yahoo Finance report. Analysts, however, suggest the move likely reflects a custody switch or security upgrade rather than a sale, and Saylor reiterated that Strategy has no intention of selling its holdings, a Crypto-Economy article reported.

The company's Bitcoin-centric approach has drawn scrutiny, with S&P Global Ratings downgrading Strategy to a "B-" credit rating, citing risks from its heavy exposure to the volatile asset. S&P warned of potential liquidity mismatches if Bitcoin prices fall amid maturing convertible bonds, though Strategy's debt-to-equity ratio of 0.16 suggests a conservative capital structure, a GuruFocus report said.

As institutional adoption of Bitcoin accelerates—driven by spot ETFs and derivatives growth—Strategy's strategy mirrors a broader industry shift. While Bitcoin ETFs saw $191.6 million in outflows last week, Solana and Ethereum ETFs attracted inflows, reflecting a rotation toward alternative crypto assets, according to a Bitget report. Saylor's focus on Bitcoin, however, remains undeterred, positioning Strategy as a bellwether for corporate crypto strategies in an evolving market.

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