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Michael Saylor’s firm, now known as Strategy, recently added another $217 million to its
portfolio, marking another strategic move in the company’s long-term commitment to the cryptocurrency. This purchase comes after the firm failed to capitalize on Bitcoin’s inclusion in the S&P 500 index, an event that many analysts had speculated would drive further institutional adoption of the digital asset. Instead, Strategy continues to prioritize Bitcoin as a core part of its investment strategy, a model that has inspired over 50 similar companies to adopt the same approach. The firm’s Bitcoin portfolio is now valued at more than $70 billion, underscoring its unwavering commitment to the asset class. Saylor first introduced the Bitcoin treasury model in 2020 when his firm made its first $250 million Bitcoin purchase, a bold move that has since redefined how corporations view digital assets [1].The broader corporate appetite for Bitcoin has also grown significantly over the past two years. According to data from River’s latest research, businesses have purchased an average of 1,755 Bitcoin daily, amounting to approximately $195.2 million in weekly investments. Over the past 20 months, this consistent institutional buying has contributed over $1.3 trillion to Bitcoin’s market capitalization. During this period, corporate Bitcoin reserves have expanded from 510,000 BTC in early 2024 to 1.3 million BTC, a significant jump that reflects the asset’s growing legitimacy in corporate finance. The number of publicly traded companies holding Bitcoin has also surged, from 39 to 158 entities, indicating a broad-based shift in corporate capital allocation strategies [1].
Bitcoin treasury companies, which account for 76% of all business purchases since January 2024 and 60% of publicly reported holdings, are driving much of this trend. These firms are typically listed on stock exchanges and focus on accumulating large Bitcoin reserves while offering shareholders indirect exposure to the asset’s price movements. The model allows investors who cannot directly purchase Bitcoin to benefit from its potential appreciation through equity ownership. As of July 2025, companies are allocating an average of 22% of their net income to Bitcoin investments, with the median allocation standing at 10%. This level of commitment highlights how some businesses are treating Bitcoin not as a speculative asset but as a core, long-term holding. Around 63.6% of these companies have no immediate plans to sell their Bitcoin, treating it as a permanent investment vehicle [1].
This growing institutional interest has had a tangible impact on Bitcoin’s price trajectory. Market analysts suggest that if the current investment flow continues, the cryptocurrency could surpass $125,000 per Bitcoin in the near term. This price target is supported by the fact that Bitcoin’s volatility has been steadily declining, now resembling the price behavior of traditional assets like gold. The expansion of Bitcoin’s adoption across various industries—including real estate, software development, healthcare, logistics, and consumer goods—has also contributed to a more stable and predictable market environment. As corporate allocations continue to rise and more companies adopt a permanent Bitcoin holding strategy, the cryptocurrency’s role in global portfolios is likely to expand further [1].
While corporate adoption of Bitcoin has surged, particularly in the United States, the regulatory landscape remains fragmented. Meanwhile, European countries are advancing with the MiCA (Markets in Crypto-Assets) regulatory framework, which is attracting significant crypto activity and investment. The U.S., on the other hand, continues to grapple with legal and regulatory uncertainty. These differences in approach are already beginning to shape the global competitive landscape for crypto firms, as businesses seek more predictable and supportive environments for their digital asset strategies [3].
Source:
[1] Businesses Buy 1,755 Bitcoin Daily, Adding $1.3 Trillion in 20 ... (https://finance.yahoo.com/news/businesses-buy-1-755-bitcoin-145042398.html)
[2] Europe Takes the Lead in Crypto as U.S. Stalls on Regulation (https://cryptodnes.bg/en/europe-takes-the-lead-in-crypto-as-u-s-stalls-on-regulation/)

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