When Michael Saylor started his bitcoin adventure with USD 250 million in his portfolio, he immediately lost 40 million on paper. Today his strategy inc. He can afford a smile – the value of Holding in BTC has reached a dizzying USD 77.4 billion. This is almost twice the value from 2024 and the absolute record of all time. Strategy has 3.2% of the total BTC supply circulating on the market – it is impressive!
When Bitcoin returns to form, Strategy collects dividends
The reflection of the Bitcoin course to the level of USD 120,000 brought an effect that many CFOs could envy. Yes, BTC is still 3% below its peak from mid -August, but the strategy company has not been idle – in the last seven weeks Strategy has charged the wallet by another 11 085 BTC. Last purchase? Only 196 BTC on Monday. It is almost small for a company operating on such a scale. Michael Saylor does not stick;)
Currently, Strategy has 640 031 BTC, which is 3.2% of the total supply of circulating on the market. To illustrate the scale of this holding: for USD 77 billion you could buy over USD 2.5 million cars each $ 30,000 per item or 385,000 houses worth USD 200,000 each. Or (which can be more eloquent) to match the annual GDP of countries such as Uruguay, Sri Lanka or Slovenia. A corporation with a capital piercing capital is the domain of Cyberpunk – Welcome to the reality Anno Domini 2025!
Larger than banks, equal to nations
It is worth realizing what means the value of USD 77.4 billion in the context of the traditional financial sector. The Bitcoin Portfel Strategy is worth more than the market capitalization of many leading banks in the world, including:
- Bny Mellon
- Sberbank
- US BANCORP
- CIBC
- ING
- Barclays
- Deutsche Bank
- Anz bank
- Lloyds
Sounds impressive? This is just the beginning. Strategy controls 48% of all bitcoins kept by about 266 public and private companies in the world. To put it simply: this is an absolute hegemon in the category of corporate digital treasures. The nearest competitor? Mara Holdings from 52 477 BTC worth about USD 6.3 billion – almost 13 times less.
Salvador in the shadow of the giant
For contrast, it is worth looking at the largest National Bitcoin Treasury – Salvador. The country, which was the first in the world to recognize BTC as a legal means of payment, currently has 6 338 BTC worth about USD 762.5 million. This is slightly below his historical maximum from mid -August (USD 770 million).
Salvador continues the shopping strategy at the rate of one BTC a day, although in cryptocurrency circles there is still hot debates whether the country really consistently implements this plan. Regardless of the controversy, the scale of the difference is striking: Strategy holds over 100 times more BTC than the whole state.
Domination that changes the rules of the game
The total amount of BTC in the possession of public and private companies is currently 1.32 million (6.6% of total supply), with a total value of approximately USD 159 billion. Strategy controls almost half of this cake on his own. This is a position that gives not only financial strength, but also a real impact on the market.
Is it good or bad for the ecosystem? Centralization of holding in the hands of one player always raises mixed feelings in a community that values decentralization. On the other hand, Saylor’s strategy proves that the institutional involvement in BTC can be not only profitable, but even spectacularly profitable.
