MSTR Stock Skyrockets After Company Adds Another 1,229 Bitcoin to Its Treasury

MicroStrategy just doubled down on its crypto conviction, and Wall Street is cheering.

The business intelligence firm's shares surged following its latest Bitcoin acquisition—a move that further cements its position as the largest corporate holder of the digital asset. This isn't a dip-buying gamble; it's a strategic accumulation executed with the precision of a treasury operation.

From Software to Digital Gold

Forget legacy business models. MicroStrategy has effectively transformed itself into a publicly-traded Bitcoin proxy. Each purchase announcement sends a clear signal to the market: the company's leadership sees more long-term value in a decentralized digital ledger than in parking cash in traditional instruments yielding negative real returns.

The latest haul of 1,229 BTC follows a now-familiar playbook. The company leverages its balance sheet and capital markets access to amass an ever-growing stash, betting that Bitcoin's scarcity will outperform conventional assets over time. Shareholders, in turn, get leveraged exposure to crypto's price movements without the hassle of managing private keys.

The Market's Verdict

The stock's reaction speaks volumes. Investors aren't just pricing in the value of the underlying Bitcoin; they're buying into the strategy itself. It's a high-stakes endorsement of Michael Saylor's vision, turning corporate treasury management into a speculative asset class all its own—much to the chagrin of CFOs still optimizing for bond yields that don't cover inflation.

This aggressive accumulation strategy creates a fascinating feedback loop. A rising Bitcoin price boosts the value of MicroStrategy's holdings, which can strengthen its balance sheet and potentially fuel even more purchases. It's corporate finance meets digital asset HODLing.

A New Blueprint or a Cautionary Tale?

While bulls celebrate the aggressive positioning, skeptics watch with raised eyebrows. The strategy hinges on perpetual access to cheap capital and Bitcoin's long-term appreciation. It's a bold, binary bet that redefines corporate risk management, treating volatility as a feature, not a bug.

One cynical finance jab? It's the ultimate hedge against monetary debasement, funded by the very system it seeks to bypass. MicroStrategy isn't just buying Bitcoin; it's shorting the future purchasing power of the dollar using Wall Street's own playbook. The stock's surge suggests, for now, the market is buying it.

TLDR

• Adds 1,229 BTC via $108.8M equity raise, reinforcing long-term reserves.
• Holdings rise to 672,497 BTC with ~$59B value and gains above $8B.
• December spree tops $2B as dips near $90K open rapid entry points.
• Shares hover near $159 while leverage and BTC swings shape returns.
• Cash lifts to $2.2B; latest buy signals renewed deployment momentum.

Strategy Inc (MSTR) shares soared towards $159, a 0.23% increase at 10 AM.

Strategy Inc, MSTR

Strategy began the session with renewed momentum as the company advanced its Bitcoin accumulation plan again. The firm added 1,229 BTC during the week strengthening its long-running reserve strategy.  The activity pushed market attention toward the company’s expanding balance sheet.

Strategy disclosed that the new purchase cost about $108.8 million and came through its active equity program. The company executed the acquisition at an average price of $88,568 per bitcoin and increased its total holdings to 672,497 BTC. Regulatory data shows that its cumulative bitcoin spending has reached roughly $50.44 billion.

The firm funded the latest purchase through the sale of 663,450 Class A shares and continued to avoid issuing preferred securities. The equity program generated net proceeds of $108.8 million and allowed Strategy to maintain significant capacity for future issuances. The company kept the flexibility gained from an earlier expansion of its dollar reserves.

Market Reaction and Positioning

Strategy shares edged higher toward $159 during morning trading around 10 AM and reflected mild strength in the broader crypto market. The stock eased about 1% in premarket activity near $156.51 and tracked bitcoin’s pullback. The stock remains pressured year-to-date because the firm carries Leveraged exposure to BTC.

Bitcoin traded NEAR $87,200 at press time and sat slightly below the company’s latest purchase level. The digital asset briefly approached $90,000 earlier in the session before moving lower again. Strategy held nearly $59 billion in bitcoin value and recorded unrealized gains of more than $8 billion.

The firm reported a year-to-date bitcoin yield of 23.2% in 2025 and sustained its approach of steady accumulation. The company also continued its long-term stance after halting bitcoin sales several years ago. Moreover, its recent activity shows ongoing confidence in disciplined market entry.

December Buying Spree

Strategy accelerated purchases during early December and added almost $2 billion in bitcoin over two active weeks. The firm acquired 10,624 BTC for about $963 million at an average cost of $90,615 on the first week.It bought another 10,645 BTC for roughly $980 million at an average of $92,098 the following week.

These consecutive purchases occurred as the market pulled back toward the $90,000 level and presented new entry points. The company relied on its capital programs to secure liquidity and moved quickly to expand holdings. The back-to-back trades marked one of its sharpest accumulation periods of the year.

Strategy paused purchases during the subsequent week as it lifted its U.S. dollar reserves to about $2.2 billion. The pause improved its financial positioning and supported further optionality. Therefore, the latest acquisition signals another shift toward active deployment.