In a bold reaffirmation of its long-term Bitcoin strategy, MicroStrategy—now rebranded as Strategy—has acquired an additional 4,980 Bitcoin (BTC) for $531 million. The move comes amid rising speculation about a potential sell-off following unusual wallet activity and insider stock transactions. However, the latest purchase decisively underscores the company’s unwavering commitment to digital asset accumulation.
As of June 29, 2025, Strategy’s total Bitcoin holdings have reached 597,325 BTC, purchased at a cumulative cost of $42.4 billion**. This translates to an average acquisition price of **$70,982 per BTC—significantly below the current market value, reflecting substantial unrealized gains and reinforcing the profitability of its crypto-centric treasury model.
The newly acquired BTC was purchased at an average price of $106,801, indicating that Strategy continues to buy even at elevated price levels. This marks the company’s 12th consecutive week of Bitcoin purchases, maintaining its position as one of the most aggressive corporate adopters of the leading cryptocurrency.
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Corporate Bitcoin Adoption Accelerates in 2025
Strategy’s latest move is part of a broader trend of institutional and corporate adoption accelerating in 2025. Other publicly traded firms are following suit, recognizing Bitcoin as a durable store of value amid macroeconomic uncertainty.
Earlier the same day, Metaplanet announced the purchase of 1,005 BTC, increasing its total holdings to 13,350 BTC. The Japanese firm has now entered the ranks of the top five publicly listed Bitcoin holders, signaling growing global interest in Bitcoin as a treasury reserve asset.
This wave of corporate adoption reflects increasing confidence in Bitcoin’s long-term value proposition—particularly as inflation pressures persist and traditional financial instruments yield low returns. Companies like Strategy are pioneering a new financial paradigm: shifting away from cash reserves and into hard assets with predictable scarcity.
Addressing Concerns: Wallet Transfers and Market Speculation
Despite the strong buy signal, recent on-chain data sparked concerns among investors. On-chain analytics platform Lookonchain reported that Strategy transferred 7,382 BTC, valued at approximately $796 million, to three newly created wallets over the weekend.
The lack of immediate commentary fueled rumors of a potential sell-off. However, experts suggest this activity is more likely related to custody optimization rather than liquidation.
“Historically, Strategy has only sold 704 BTC—once in December 2022—at $16,776. They repurchased more just two days later. There’s no precedent for large-scale selling,” noted a blockchain analyst on Twitter.
Such wallet reorganizations are common among large holders (often called "whales") and are typically done to improve security, streamline accounting, or prepare for future transactions. The fact that the BTC remains within Strategy-controlled addresses supports the custody explanation.
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Insider Trading: CEO Phong Le Sells MSTR Shares
Another source of market concern stems from recent SEC filings showing that Phong Le, President and CEO of Strategy, sold approximately 8,400 shares of MSTR stock over the past three months.
Edward Farina, head of XRP Healthcare, publicly criticized the move, calling it “bearish for BTC” and questioning leadership alignment with shareholders. His comments gained traction on social media, amplifying investor unease.
However, it's important to contextualize insider trading:
- Le’s sales represent a small fraction of his total holdings.
- Executives often diversify personal portfolios for risk management, unrelated to company outlook.
- No other executives or board members have reported similar sales.
Strategy has not issued a formal statement on the matter, but the timing—coupled with continued Bitcoin accumulation—suggests these are personal financial decisions rather than signals of strategic retreat.
Financial Performance and Market Reaction
Following the announcement of the new Bitcoin purchase, MSTR stock rose 2% in pre-market trading, breaking above key resistance near $400. This rebound indicates that bullish sentiment remains strong among retail and institutional investors who view Bitcoin accumulation as a value-enhancing strategy.
The company’s Bitcoin holdings now represent a significant portion of its market capitalization. With BTC trading above $108,000, Strategy’s current portfolio is valued at over **$64 billion**, creating a substantial positive gap between acquisition cost and market value.
This has resulted in a year-to-date yield of 19.7% on its Bitcoin investments—an impressive return compared to most traditional asset classes.
Why Strategy’s Bitcoin Strategy Works
Several factors contribute to the success and sustainability of Strategy’s approach:
- Long-Term Vision: Unlike short-term traders, Strategy treats Bitcoin as a permanent treasury asset.
- Dollar-Cost Averaging (DCA): Consistent weekly purchases smooth out volatility and reduce timing risk.
- Transparency: Regular public disclosures build trust with investors.
- Financial Engineering: The company has used debt and equity financing strategically to fund purchases without diluting core operations.
This model has inspired other firms to explore similar strategies, potentially paving the way for wider adoption across industries.
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Core Keywords
Bitcoin investment, corporate Bitcoin adoption, MicroStrategy BTC purchase, Bitcoin treasury strategy, BTC holdings 2025, Michael Saylor Bitcoin, Phong Le MSTR sale, on-chain analysis
Frequently Asked Questions (FAQ)
Q: Did MicroStrategy sell any Bitcoin recently?
A: No official sale has been confirmed. The transfer of 7,382 BTC to new wallets appears to be a custody reorganization, not a disposal. Historical data shows Strategy has rarely sold BTC—only 704 coins in 2022—and quickly bought back more.
Q: Why is CEO Phong Le selling MSTR stock?
A: While insider sales can raise concerns, they don’t necessarily indicate negative sentiment. Executives often sell shares for personal financial planning. Given that Strategy continues aggressive Bitcoin buying, Le’s actions are likely unrelated to company strategy.
Q: How much profit has MicroStrategy made on its Bitcoin?
A: As of June 29, 2025, Strategy holds 597,325 BTC at an average cost of $70,982. With BTC trading above $108,000, the unrealized gain exceeds $21 billion—a year-to-date yield of 19.7%.
Q: Is corporate Bitcoin adoption growing in 2025?
A: Yes. Alongside Strategy, companies like Metaplanet have significantly increased their BTC holdings. This trend reflects growing institutional confidence in Bitcoin as a long-term store of value.
Q: Could Strategy face liquidity issues from continuous buying?
A: Unlikely. The company has demonstrated access to capital markets through debt and equity offerings. Its business operations remain profitable, supporting its ability to sustain purchases.
Q: What is Strategy’s average Bitcoin purchase price?
A: The firm’s average acquisition cost stands at $70,982 per BTC. Despite buying recent batches at higher prices (e.g., $106,801), the overall average remains favorable due to earlier low-cost entries.