Saylor’s Strategy Quietly Buys 1,229 BTC: But Shares Keep Falling - The Contrarian Bet Wall Street Hates

Michael Saylor's MicroStrategy just executed another massive Bitcoin acquisition—1,229 coins to be exact—while its stock price continues its puzzling descent. It's the ultimate disconnect: a public company doubling down on digital gold as traditional investors scratch their heads.

The Accumulation Playbook

Forget subtlety. Saylor's blueprint is pure conviction: acquire Bitcoin relentlessly, leverage the balance sheet, and ignore short-term noise. The latest purchase follows a familiar pattern—buying when others hesitate, building a treasury reserve that now rivals some nation-states. It's a strategy built on decade-long timelines, not quarterly earnings calls.

Why Shares Defy Logic

Here's where it gets ironic. While Bitcoin's network grows stronger daily, MicroStrategy's stock often moves opposite its primary asset. Analysts blame accounting rules, volatility concerns, or plain old institutional skepticism. Some funds treat it as a leveraged Bitcoin ETF—with all the premium/discount drama that entails. Others just don't get the thesis. (Wall Street still values fax machines, so there's that.)

The Long Game in a Short-Term World

Saylor isn't trading—he's converting corporate strategy into a digital asset stack. Every dip becomes an opportunity, every dollar of free cash flow gets weaponized. While traders watch charts, he's executing a sovereign-grade accumulation plan. The share price? A temporary distraction in a multi-decade migration from fiat to crypto.

Bottom line: When your strategy outpaces market comprehension, you either crash or redefine the game. Saylor's betting on the latter—one silent Bitcoin purchase at a time.

TLDR

• Strategy acquired 1,229 bitcoin last week for a total of $108.8 million.
• The average purchase price for the newly acquired bitcoin was $88,568 per coin.
• Strategy now holds a total of 672,497 bitcoin on its balance sheet.
• The company funded the purchase through the sale of class A common stock.
• Strategy’s total bitcoin investment stands at $50.44 billion to date.

Strategy purchased 1,229 Bitcoin last week for $108.8 million, filing details confirmed on Monday. The acquisition raised its total bitcoin holdings to 672,497 BTC, with an average purchase price of $74,997.

The company funded the purchase through the sale of class A common stock between December 22 and December 28. Strategy stated the average purchase price for the latest tranche stood at $88,568 per bitcoin. Shares of Strategy fell 1% in premarket trading on Monday, priced at $157 before market open.

Bitcoin price dropped to around $87,000 during the same period, continuing its downward trend since the early 2025 highs. Strategy said the share sale matched the acquisition cost of the BTC purchase dollar for dollar. The filing indicated a calculated deployment with no leverage involved in this transaction.

BTC Holdings Nearly Triple Since U.S. Election

Before the 2024 U.S. elections, Strategy held 252,220 BTC on its balance sheet. Since then, it has expanded its bitcoin holdings by nearly three times through regular market purchases.

This latest acquisition confirms Strategy’s ongoing strategy to accumulate bitcoin regardless of market sentiment. Michael Saylor has reiterated that Strategy views bitcoin as a long-term monetary asset, not a trade. “Volatility is opportunity,” he stated earlier this year during a quarterly shareholder address.

Strategy has acquired 1,229 BTC for ~$108.8 million at ~$88,568 per bitcoin and has achieved BTC Yield of 23.2% YTD 2025. As of 12/28/2025, we hodl 672,497 $BTC acquired for ~$50.44 billion at ~$74,997 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/5VvOgBYwhk

— Michael Saylor (@saylor) December 29, 2025

Despite increasing its BTC position, Strategy’s stock has declined 47% year-to-date. It started 2025 trading around $300 and climbed to nearly $500 before the market correction. crypto market headwinds have impacted tech and blockchain-linked equities broadly.

2025 Bitcoin Yield Reaches 23.2% for Strategy

Strategy reported a 23.2% bitcoin yield in 2025 based on internal metrics tracking growth versus share dilution. The company explained that this metric includes both price appreciation and expansion through structured financial instruments.

Strategy continues to accumulate even as institutional interest in bitcoin weakens across exchange-traded products. The firm maintains its approach by financing BTC purchases through equity sales and structured offerings. Michael Saylor has consistently described this as a method to grow exposure without increasing debt.

The company has now spent $50.44 billion to acquire its 672,497 BTC position. This makes Strategy the largest corporate holder of bitcoin globally by a wide margin.

Strategy sees persistent accumulation as key while supply issuance slows after the halving. The latest filing reaffirms its continued accumulation during volatile conditions in the broader crypto market.