MicroStrategy, led by Michael Saylor, once again confirmed its investment strategy. On December 15, 2025, an additional 10,645 Bitcoin (BTC) purchase was announced for an amount of approximately $980.3 million. The transaction was made at an average price of $92,098 per coin, which increased the company's total resources to 671,268 BTC. These bitcoins were acquired for a total of $50.33 billion, with an average purchase price of approximately $74,972 per BTC.
Strategia MicroStrategy polega na traktowaniu Bitcoina jako kluczowego aktywa rezerwowego, co pozwoliło firmie osiągnąć zwrot z inwestycji na poziomie 24,9% od początku 2025 roku. To imponujący wynik, biorąc pod uwagę zmienność rynku kryptowalut. Firma systematycznie zwiększa swoje zasoby BTC od 2020 roku, stając się największym korporacyjnym posiadaczem tej cryptocurrency na świecie. Utrzymanie się w prestiżowym indeksie Nasdaq-100 dodatkowo wzmacnia pozycję finansową MicroStrategy, umożliwiając dostęp do pasywnych inwestycji z funduszy indeksowych i ETF-ów.
Paradoxically, despite such a significant purchase by the institution, the market response was negative. Bitcoin price instead of rising, dropped below $90,000, reaching a local minimum in the area of $86,800. The decrease was approximately 1.47% and the volume of the transaction exceeded 90 000 BTC, indicating high activity and possible sale by other investors. Experts explain this phenomenon through several factors: OTC transactions (outside the stock exchange) do not immediately affect the spot price, and the cryptocurrency market is vulnerable to emotional reactions such as fear of missing opportunities (FOMOs) or uncertainty (FUD). Uncertainty also adds, the planned interest rate increase by the Bank of Japan (BOJ).
This purchase is a signal that institutions still believe in Bitcoin's long-term potential, despite short-term fluctuations. For individual investors, this is a reminder of the risks associated with cryptocurrency – even positive events can lead to price adjustments. Will the price of BTC reflect any time soon? The market remains unpredictable, but Saylor's strategy seems consistent and forward-oriented.
