Strategy Buys More Bitcoin But MSTR Stock Drops 7%
Strategy has added 4,020 BTC to its reserves, strengthening its position as the largest corporate Bitcoin holder. But its stock slid 7%. Here's why.
Strategy Acquires 4,020 BTC Worth $427 Million
Strategy, formerly known as MicroStrategy, has deepened its commitment to Bitcoin by purchasing 4,020 BTC for approximately $427 million in cash. The acquisition took place between April 26 and June 18, 2025, according to a recent SEC filing.
The company paid an average price of $105,000 per BTC, pushing its total Bitcoin holdings to 226,331 BTC—acquired for a combined cost of $8.33 billion at an average of $36,798 per BTC.
This bold move solidifies Strategy’s position as the largest publicly traded corporate Bitcoin holder in the world.
Market Reaction: Why Strategy’s Stock Fell 7%
Despite the bullish Bitcoin news, Strategy’s stock (still trading under the ticker MSTR) fell by 7% on the day of the announcement. Here’s what could be driving the dip:
Exposure Risk: Investors may be concerned about Strategy’s aggressive crypto-centric approach, with over $8 billion tied to a highly volatile asset.
Profit-Taking: The stock has seen strong momentum in recent months. The sell-off could simply reflect traders cashing in.
Macro Sentiment: Broader tech and equity market weakness might be contributing to the drop, overshadowing the Bitcoin news.
Bitcoin’s Institutional Momentum Remains Strong
Regardless of short-term stock fluctuations, Strategy’s continued accumulation sends a strong signal of institutional conviction in Bitcoin. At a time when many corporates remain on the sidelines, Strategy is aggressively stacking BTC—even as the market trades just below its all-time high near $74,000.
The company’s Bitcoin-first approach could inspire others to reconsider BTC as a treasury reserve asset, especially if the market resumes its upward trend.
Strategy’s $427 million Bitcoin purchase confirms it’s not backing down from its BTC thesis. With more than 226,000 BTC now under management, the firm is betting big on long-term adoption. While Wall Street may be cautious for now, Bitcoin believers are watching this move as a major bullish signal for the months ahead.
Rudy Fares
Equity Trader, Financial Consultant, Musician and Blockchain Aficionado. I spend my time doing Technical and Fundamental Analyses for Stocks, Currencies, Commodities and Cryptocurrencies.
Strategy Acquires 4,020 BTC Worth $427 Million
Strategy, formerly known as MicroStrategy, has deepened its commitment to Bitcoin by purchasing 4,020 BTC for approximately $427 million in cash. The acquisition took place between April 26 and June 18, 2025, according to a recent SEC filing.
The company paid an average price of $105,000 per BTC, pushing its total Bitcoin holdings to 226,331 BTC—acquired for a combined cost of $8.33 billion at an average of $36,798 per BTC.
This bold move solidifies Strategy’s position as the largest publicly traded corporate Bitcoin holder in the world.
Market Reaction: Why Strategy’s Stock Fell 7%
Despite the bullish Bitcoin news, Strategy’s stock (still trading under the ticker MSTR) fell by 7% on the day of the announcement. Here’s what could be driving the dip:
Exposure Risk: Investors may be concerned about Strategy’s aggressive crypto-centric approach, with over $8 billion tied to a highly volatile asset.
Profit-Taking: The stock has seen strong momentum in recent months. The sell-off could simply reflect traders cashing in.
Macro Sentiment: Broader tech and equity market weakness might be contributing to the drop, overshadowing the Bitcoin news.
Bitcoin’s Institutional Momentum Remains Strong
Regardless of short-term stock fluctuations, Strategy’s continued accumulation sends a strong signal of institutional conviction in Bitcoin. At a time when many corporates remain on the sidelines, Strategy is aggressively stacking BTC—even as the market trades just below its all-time high near $74,000.
The company’s Bitcoin-first approach could inspire others to reconsider BTC as a treasury reserve asset, especially if the market resumes its upward trend.
Strategy’s $427 million Bitcoin purchase confirms it’s not backing down from its BTC thesis. With more than 226,000 BTC now under management, the firm is betting big on long-term adoption. While Wall Street may be cautious for now, Bitcoin believers are watching this move as a major bullish signal for the months ahead.
Rudy Fares
Equity Trader, Financial Consultant, Musician and Blockchain Aficionado. I spend my time doing Technical and Fundamental Analyses for Stocks, Currencies, Commodities and Cryptocurrencies.
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