Key Takeaways:
- Strategy paused BTC purchases for one week but is set to resume, following a $4.2B capital raise.
- The firm holds 597,325 BTC valued over $70.9B and leads all institutions in Bitcoin accumulation.
- Strategy’s aggressive buying pace far exceeds mining output, raising supply concerns and long-term risk debates.
Michael Saylor’s firm, Strategy, is set to resume its aggressive Bitcoin buying after a brief one-week pause.
On Sunday, Saylor hinted that new purchases would begin Monday, following a $4.2 billion capital raise aimed at further BTC accumulation.
Some weeks you don’t just HODL. pic.twitter.com/PXC7cE3zbq
— Michael Saylor (@saylor) July 13, 2025
This comes after a 12-week streak of continuous buying, with the last disclosed acquisition on June 30 – 4,980 BTC for $532 million -bringing total holdings to 597,325 BTC, now valued at over $70.9 billion.
Shares of Strategy are trading around $434, reflecting a 16% monthly increase, though still below the $543 all-time high from November 2024.
Strategy remains the largest corporate Bitcoin holder and is part of a broader trend involving institutional treasury accumulation.
In Q2 alone, these entities acquired 159,107 BTC, pushing total institutional holdings to approximately 3.5 million BTC.
Author Adam Livingston described Strategy’s moves as “synthetically halving” Bitcoin’s supply, noting the firm bought an average of 2,087 BTC per day over the past six months – far exceeding the 450 BTC mined daily.
While this may tighten supply and push prices higher, it also raises concerns about the sustainability of debt-funded Bitcoin purchases.