Strategy Heavy Position Bitcoin Again: Interpretation of the Long Term Strategy Behind the Third Major Purchase

Strategy (formerly MicroStrategy) recently completed its third largest Bitcoin purchase in history, further solidifying its position as a global leader in enterprise-level encryption assets. This move comes ahead of the company's forecast for a significant rise in performance in the second quarter of 2025, highlighting Chairman Michael Saylor's firm belief in the long-term value of Bitcoin. Even in the face of short-term price fluctuations, Saylor continues to demonstrate high confidence in BTC's potential over the next few decades.

I. Continuous Acquisition and Innovative Financial Strategies

Strategy has actively utilized stock issuance and ambitious acquisition plans in recent years to incorporate Bitcoin into the core of its balance sheet. This third largest Bitcoin acquisition priced in USD not only surpassed the largest single operation at the beginning of 2025 but also decisively entered the market during a poor performance in the first quarter and just when the second quarter welcomed a high profit turning point, reflecting the company's focus on long term value.

It is worth noting that after this purchase, the price of Bitcoin briefly fell, but Strategy did not adjust its pace, instead continuing to strengthen its "Bitcoin financial technology" advantage.

2. Saylor's Vision: Bitcoin is digital capital, far superior to traditional government bonds

In a recent interview, Chairman Michael Saylor elaborated on the company's strategy. He believes that the annual return rate of traditional government bonds as capital is far lower than that of the S&P 500 index, while Bitcoin can provide excess returns of up to 40%. "The more capital you raise and hold, the faster you create shareholder value," Saylor emphasized, stating that Bitcoin has become a true digital capital and is the best tool for companies to enhance capital efficiency.

He also admitted that the company does not hold Bitcoin indefinitely, but hopes to at least custodian it for 21 years, allowing investors to share in the long-term rise dividends. By continuously issuing stocks in exchange for BTC, the strategy not only achieved rapid capital appreciation but also brought substantial returns to shareholders.

3. Uphold Bitcoinism and be cautious about altcoins

Although Saylor praised the technological innovation and community vitality of the TON ecosystem during the interview, he clearly stated that Strategy will continue to adhere to a Bitcoin extremism stance and will not easily venture into other crypto assets. He believes that the potential of Bitcoin far exceeds market expectations and is the ultimate choice for corporate capital allocation.

4. Outlook for the Future: Strategy Continues to Lead Enterprise-Level BTC Confidence

Whether the market is in a bull market or a fluctuation stage, Strategy will continue to be the flagbearer of institutional Bitcoin faith. Saylor anticipates that as more retail and institutional investors recognize the long-term value of Bitcoin, the company's stock price and asset scale will continue to expand. He encourages investors to seize the opportunity for double or even higher returns on Bitcoin, firmly believing that BTC is the cornerstone of the future digital economy.

Conclusion

Strategy's third large-scale purchase of Bitcoin fully demonstrates its long term commitment to encryption assets. Michael Saylor firmly believes that Bitcoin will fundamentally change the corporate capital operation model, becoming the standard for a new generation of digital capital. As the global financial landscape is reshaped, Strategy will undoubtedly continue to stand at the forefront of BTC enterprise applications, leading market trends.