Bitcoin News Today: MicroStrategy's Bitcoin Bet: A $25 Billion Paper Profit for Long-Term Value

MicroStrategy's Bitcoin Accumulation Strategy Hits New Milestone

MicroStrategy (MSTR), the software company led by CEO Michael Saylor, has continued its aggressive Bitcoin (BTC) acquisition campaign, purchasing an additional 390 bitcoin for approximately $43.4 million in October 2025. This brings the company's total holdings to 640,808 BTC, valued at around $72 billion at current prices of roughly $114,000 per bitcoin. The latest purchase, executed at an average price of $111,053 per BTC, adds to a portfolio acquired for a total cost of $47.44 billion since 2020, reflecting an average cost basis of $74,032 per bitcoin, according to Coinpedia.

Saylor's public enthusiasm for Bitcoin remains a defining feature of the company's strategy. On October 26, he posted a cryptic "Orange Dot Day" message on social media, a recurring signal used to hint at fresh Bitcoin purchases. The post featured a chart plotting MicroStrategy's historical Bitcoin acquisitions as orange circles, with the latest additions suggesting ongoing smaller-scale purchases in October. While the exact size of any new buys remains undisclosed, Saylor's tweet reinforces the company's commitment to its long-term Bitcoin thesis, even amid market volatility and broader economic uncertainty, according to TradingView.

The firm's Bitcoin portfolio now represents a paper profit of over $25 billion, with the asset accounting for nearly all of MicroStrategy's $72 billion in net assets. Despite the market's recent turbulence, the company's shares (MSTR) trade at a premium to net asset value, signaling investor confidence in Saylor's strategy. With 83 separate purchase events recorded to date, MicroStrategy's approach remains disciplined: buying on a scheduled basis, disclosing transactions post-facto, and leveraging Bitcoin's price appreciation to bolster balance sheets, as TradingView notes.

The recent purchases come after a quieter September, where the firm added over 7,000 BTC in larger increments. Analysts note that the shift to smaller, more frequent allocations aligns with Saylor's public emphasis on "buying the dip" and capitalizing on Bitcoin's long-term growth trajectory. At current valuations, the company's Bitcoin holdings represent a significant portion of the cryptocurrency's market cap, underscoring its role as one of the largest institutional holders of the asset.

Market observers remain split on the sustainability of MicroStrategy's strategy. While its Bitcoin-centric model has driven substantial gains since 2020, critics highlight risks tied to price volatility and regulatory uncertainty. Saylor, however, remains undeterred, framing Bitcoin as both a hedge against inflation and a strategic asset for long-term value creation.