Bitcoin News Today: MicroStrategy Aims to Own 7% of Bitcoin Supply as Institutional Adoption Grows

Generated by AI AgentCoin World
Friday, Aug 1, 2025 1:52 pm ET2min read
Aime RobotAime Summary

- MicroStrategy's Michael Saylor aims to hold 7% of Bitcoin supply via its "treasury model," currently owning 3.15% (628,791 BTC).

- The firm generates revenue through BTC-backed structured products, reporting $114.49M Q2 revenue with 19.7% Bitcoin yield and a $2.5B securities offering.

- Saylor emphasizes institutional adoption trends, predicting more corporations will allocate Bitcoin as regulatory clarity improves.

- Analysts estimate <8% chance MicroStrategy will sell BTC before 2025, despite price volatility and potential 80-90% drawdowns.

MicroStrategy’s executive chairman, Michael Saylor, has reiterated the company’s plan to hold up to 7% of the total Bitcoin supply, calling it a reasonable and balanced position within the broader market [1]. Speaking on CNBC’s Squawk Box on July 31, Saylor emphasized that Bitcoin, being a scarce and deflationary asset, is a superior store of value compared to traditional options like fiat currency, gold, or government bonds [2]. He described the company’s approach as a “treasury model,” where

buys and holds Bitcoin, issuing structured credit products backed by the cryptocurrency [2].

Currently, MicroStrategy holds 628,791 BTC, which represents slightly more than 3% of Bitcoin’s current supply of approximately 19.9 million coins [2]. Saylor clarified that the company is not seeking to dominate the market but to be a leading part of the first wave of institutional adoption. More than 160 public companies now hold Bitcoin on their balance sheets, a trend Saylor expects to continue as regulatory clarity improves [1]. He suggested that major tech firms like

and may soon follow suit in allocating Bitcoin as part of their treasury strategies [2].

The company’s financial performance has been closely tied to its Bitcoin holdings. In the second quarter, MicroStrategy reported revenue of $114.49 million, exceeding analyst forecasts, with a Bitcoin yield of 19.7% [5]. This growth has been driven by both Bitcoin’s price appreciation and increasing demand for BTC-backed structured products. Most recently, MicroStrategy raised $2.5 billion through a Bitcoin-linked securities offering, the largest IPO of 2025 so far [5]. The firm has also introduced new investment products, such as “Strike” and “Stretch,” to cater to a range of investor risk profiles [5].

Despite Bitcoin’s volatility, Saylor remains confident in the company’s resilience, noting that even if the price were to drop by 80% to 90%, the firm would be able to withstand the drawdown without selling its holdings [2]. Market analysts have broadly supported this stance, with Myriad users estimating less than an 8% chance that MicroStrategy will sell any Bitcoin before the end of 2025 [2].

Saylor’s vision aligns with a growing institutional recognition of Bitcoin as a legitimate asset class rather than a speculative commodity. While some analysts predict that MicroStrategy’s Bitcoin stake could rise to as high as 7%, Saylor insists this would not represent market dominance but rather a measured and strategic position [2]. He also hinted at a potential long-term target of up to 1.5 million Bitcoin but emphasized that such a goal is not an immediate priority [7].

As the regulatory landscape continues to evolve, MicroStrategy’s strategy may serve as a blueprint for how other firms can integrate Bitcoin into their treasury management. The company’s role as the largest corporate holder of Bitcoin underscores its influence in shaping the future of institutional digital asset adoption [2].

Sources:

[1] Yahoo Finance

https://finance.yahoo.com/news/michael-saylor-says-owning-7-153824758.html

[2] Decrypt

https://decrypt.co/333164/strategy-could-buy-7-percent-bitcoin-supply-michael-saylor

[5] TheCryptobasic

https://thecryptobasic.com/2025/08/01/saylor-calls-bitcoin-digital-capital-says-microstrategy-isnt-trying-to-own-entire-btc-supply/

[7] X (Pete Rizzo)

https://x.com/pete_rizzo_/status/1951250575334486256

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