Key Takeaways:
- Strategy’s Bitcoin holdings, briefly surpassing $80 billion, are nearing the cash reserve levels of Amazon, Google, and Microsoft.
- Despite shareholder pressure, Microsoft and Meta rejected proposals to adopt Bitcoin when it was priced significantly lower, missing out on major gains.
- Corporate Bitcoin adoption has surged in 2025, with over 200 public companies now holding the asset, up from fewer than 100 earlier in the year.
Strategy’s Bitcoin holdings have surged to nearly $78 billion, putting the firm’s crypto treasury on par with the cash reserves of tech giants like Amazon, Google, and Microsoft, which each hold around $95–97 billion.
On Monday, as Bitcoin hit a record high of $126,080, Strategy’s 640,031 BTC briefly exceeded $80 billion in value.
Closing in on the #2 spot among all U.S. corporate treasuries. pic.twitter.com/fPBoxLq940
— Strategy (@Strategy) October 7, 2025
The company’s disciplined accumulation and Bitcoin’s rally have already lifted it above Meta, Apple, and Nvidia in overall treasury value.
While Meta and Microsoftrejected shareholder proposals to add Bitcoin to their reserves when BTC was around $100,000, they missed out on significant gains.
Those proposals, led by Ethan Peck of the National Center for Public Policy Research (NCPPR), argued that Bitcoin could protect shareholder value from inflation and currency debasement.
JPMorgan analysts have called Bitcoin and gold “debasement trades,” suggesting both act as hedges against inflation and the rising U.S. national debt, now near $38 trillion. BlackRock CEO Larry Fink, once a skeptic, said Bitcoin could reach $700,000 amid growing macroeconomic fears.
Strategy’s Bitcoin purchases average $73,981 per coin, giving it roughly $30 billion in unrealized profits, while Tesla remains the only other major firm holding BTC.