Bitcoin News Today: MicroStrategy buys 3,081 BTC boosting holdings to 3% of supply amid stock decline

Strategy Inc. (MSTR) has continued its aggressive acquisition of Bitcoin, recently purchasing 3,081 BTC at a cost of approximately $356.9 million, bringing its total holdings to 632,457 BTC—representing over 3% of the total circulating supply [1]. This latest purchase aligns with the company’s long-standing strategy of treating Bitcoin as a core treasury asset, a vision championed by CEO and Chairman Michael Saylor. The acquisition was primarily funded through the issuance of 875,301 shares of common stock, as disclosed in a recent 8-K filing with the U.S. Securities and Exchange Commission [4].

The move, however, has not been without market consequences. Following the announcement, MSTR’s stock price fell sharply, declining nearly 20% amid broader market volatility and a pullback in Bitcoin’s price [2]. The stock is now trading below its 200-day moving average, raising concerns among investors about the sustainability of the company’s stock-issuance strategy and its ability to maintain value amid fluctuating digital asset prices [2]. Despite the continued accumulation of Bitcoin, the company’s shares have lagged relative to Bitcoin’s performance, prompting scrutiny of its capital structure and long-term value proposition.

Strategy’s total Bitcoin portfolio is now valued at over $70 billion at market rates, solidifying its position as the largest corporate holder of Bitcoin in the world [5]. CEO Michael Saylor has reiterated the company’s commitment to Bitcoin as an institutional store of value, stating, “I’m going to be buying the top forever. Bitcoin is the exit strategy.” The company has consistently added to its holdings since 2020 through a dollar-cost averaging strategy, and the latest purchase continues this pattern [6].

However, the pace of acquisitions has slowed in recent months. In August 2025 alone, Strategy added 3,666 BTC to its portfolio, a significant decrease from the 31,466 BTC acquired in July [7]. The slowdown may reflect a more cautious approach in response to shifting market dynamics, though it does not signal a departure from the company’s broader Bitcoin-centric strategy.

Market analysts suggest that Strategy’s continued investment in Bitcoin could influence broader institutional adoption of the asset, though short-term volatility remains a key challenge. Historical data indicates that while market reactions to large-scale Bitcoin purchases can be mixed in the short term, the company’s long-term buying pattern supports the narrative of Bitcoin as a legitimate institutional asset [1].

Strategy’s acquisition strategy remains controversial, particularly due to the dilution risks associated with issuing stock to fund Bitcoin purchases. Yet, the company continues to defend its approach, arguing that its growing Bitcoin treasury provides a hedge against macroeconomic uncertainties and inflationary pressures [3].

Source:

[1] Strategy Grabs 3% of Bitcoin Supply With 3,081 BTC Buy, MSTR Stock Sinks (https://coingape.com/strategy-grabs-3-of-bitcoin-supply-with-3081-btc-buy-mstr-stock-sinks/)

[2] Strategy acquires 3081 more BTC, now holds 3% of total ... (https://www.cryptonite.ae/global/strategy-microstrategy-bitcoin-btc-purchase-3-percent-supply)

[3] Bitcoin's Corporate Kingpin: Strategy Owns 3% of All BTC ... (https://www.ainvest.com/news/bitcoin-news-today-bitcoin-corporate-kingpin-strategy-owns-3-btc-mined-2508/)

[4] Strategy buys 3081 Bitcoins worth $342M as portfolio ... (https://www.mitrade.com/insights/news/live-news/article-3-1067107-20250825)

[5] Strategy Buys The Bitcoin Dip: Saylor Unveils New $357 ... (https://www.mitrade.com/insights/news/live-news/article-3-1068470-20250826)

[6] Strategy Acquires $357M Worth of Bitcoin Amid Price Dip (https://www.ainvest.com/news/strategy-acquires-357m-worth-bitcoin-price-dip-2508/)

[7] Michael Saylor's Strategy Buys The Dip As Bitcoin Treasury ... (https://zycrypto.com/michael-saylors-strategy-buys-the-dip-as-bitcoin-treasury-swells-to-632457-btc/)