Bitcoin News Today: Corporate Treasuries Embrace Bitcoin as MSTR's $2.8B Profit Signals $150K Future

MicroStrategy (MSTR) reported a record $2.8 billion net income for the third quarter of 2025, driven by a 7% rise in Bitcoin prices and continued aggressive accumulation of the cryptocurrency. The company, now holding 640,808 BTC, reiterated its bullish stance on Bitcoin, with Executive Chairman Michael Saylor forecasting a price of $150,000 by year-end. The results, announced October 30, reflect MSTR's strategy of leveraging Bitcoin as a corporate treasury asset, a model adopted by over 200 firms globally.

The earnings were fueled by Bitcoin's price surge from $107,000 in July to $114,000 by September, generating a $12.9 billion year-to-date gain. MSTR's Bitcoin holdings, valued at $70.9 billion as of October 26, 2025, contributed to an EPS of $8.42, surpassing revenue expectations despite missing analyst EPS forecasts. The company also reaffirmed its full-year targets of $20 billion in Bitcoin gains and a 30% yield, underscoring its confidence in the asset's long-term value.

MSTR's stock initially dropped 7% during regular trading but rebounded 3% in after-hours trading, closing at $260.51. The volatility mirrored Bitcoin's performance, which retreated from a mid-October peak of $126,000 to $111,000 as of late October. Saylor, however, remained optimistic, citing reduced volatility and institutional adoption as key drivers for Bitcoin's future appreciation.

The company's capital markets activities further bolstered its balance sheet. MSTR raised $5.1 billion through stock issuances in Q3 and an additional $89.5 million in October, funding continued Bitcoin purchases. CEO Phong Le highlighted the momentum, stating the firm has "reinforced its position as the world's leading Bitcoin Treasury Company."

Saylor's vision extends beyond 2025. In a Money 20/20 interview, he projected Bitcoin could reach $1 million within four to eight years and $20 million in 20 years, driven by a 30% annual growth rate. He credited regulatory clarity, institutional adoption, and the development of Bitcoin-backed credit instruments as catalysts for this transformation.

Despite macroeconomic uncertainties, MSTR's strategy has proven resilient. The firm's software segment, which contributes $128.7 million in Q3 revenue, has also seen growth, with product licenses and subscription services rising 62.9% year-over-year. However, Saylor emphasized Bitcoin remains the core of MSTR's value proposition, with the company committing to "aggressive accumulation regardless of price levels."

The results have sparked broader discussions about Bitcoin's role in corporate finance. Analysts note that MSTR's approach—treating Bitcoin as a reserve asset—could influence other firms to follow suit, with the Central Bank of Brazil advancing plans for a Bitcoin reserve and other institutions exploring similar strategies. The asset is increasingly viewed as a hedge against inflation and currency risk.