Saylor Bitcoin Acquisition Strategy: No To Strategy Bitcoin M&A Deal

Even as consolidation among Bitcoin treasury companies starts to rise, Michael Saylor has confirmed that there is no current plan for Strategy Bitcoin M&A Deal . Speaking at the firm’s Q3 earning call, Saylor explained that acquiring other Bitcoin-holding firms involves too much uncertainty and delay.

“Generally, we don’t have any plans to pursue merger and acquisition activity, even if it looks accretive,” said Microstrategy Chairman.

Bitcoin Treasury Firms Begin to Consolidate

The comments come as analysts predict that Bitcoin-treasuries companies may soon begin merging to stay competitive. The first sign of this came when Strive announced its merger with Semler Scientific in September, an all-stock that made the combined company the 12th-largest BTC holder, with over 11,000 coin, just behind Tesla.

Does this growing approach say something more than a common partnership for placing dominance? Well, it could be a result of bitcoin’s recent price roadway. Then it may be the same reason for Saylor’s temporary “No”.

Source: Youtube

Supporting that thought, CEO Phong Le also added that even in software, mergers and acquisitions are difficult, saying, “There’s always something hidden behind what you think you’re buying.”

Michael Saylor M&A Strategy: Never Say Never

While MicroStrategy isn’t planning any acquisitions right now, it is not completely ruling them out either. Saylor-explained that the company’s focus remains clear, sell digital credit, strengthen its balance sheet, and keep buying BTC.

If not against merger deals, then why not ready for it and what does he mean by “involving uncertainty and delay?”

Giving clarity, he added that the simple and transparent approach, the one firm follows right now, makes it easy for investors to track the company’s value. Each Bitcoin-purchase can be quickly calculated as either adding or reducing value, giving shareholders a clear picture of performance.

Current Position: MicroStrategy BTC holdings 2025

As of 2025, MicroStrategy (MSTR) continues to stand as the largest corporate Bitcoin- holder , with a massive reserve of ₿640,808 BTC, valued at around $70.3 billion, as current value of $109,529 per coin. The company’s BTC-yield remains modest at 0.1% for QTD but impressive on a yearly scale, 26% YTD and 74.3% in 2024, highlighting strong performance alongside Bitcoin’s bull market.

Source: StrategyOfficial

While S&P Global Ratings gives the company a “B-” speculative rating, it notably excludes the value of its Bitcoin-holdings in the assessment, something Michael Saylor believes should change. With BTC trading near $109K, MicroStrategy’s Bitcoin-backed strategy continues to amplify its balance sheet and reinforce its position as the leading bridge between corporate finance and digital assets.

As the Bitcoin M&A news space heats up, Saylor’s cautious approach highlights a key difference: while many companies chase complexity, MicroStrategy continues its simple but powerful formula – buy Bitcoin-and-hold.