Recently, MicroStrategy has once again attracted market attention, as the company purchased 10,624 bitcoins between December 1 and December 7, 2025, with a total investment amounting to approximately $962.7 million, increasing its total holdings to 660,624 bitcoins and bringing the cumulative total investment cost to about $49.35 billion. This event showcases MicroStrategy's firm stance on holding bitcoins, a strategy that has remained consistent since 2020, driven by its CEO Michael Saylor's strong belief in bitcoin.

Analysis of MicroStrategy's Accumulation Strategy

With the purchase of 10,624 bitcoins, MicroStrategy has reinforced its position as the world's largest corporate holder of bitcoin. The acquisition cost, averaging about $90,615 per bitcoin, highlights its confidence in the future value of bitcoin. Despite the current market confirming risks due to volatility, MicroStrategy continues to implement its bitcoin asset reserve policy, indicating its deep trust in bitcoin as an effective store of value.

Bitcoin as a Long-Term Strategy for Corporate Treasuries

MicroStrategy's ongoing accumulation is not only a strategy for asset diversification but also reflects its view of bitcoin as an effective hedge against inflation. In the current global economic environment, persistent monetary liquidity and inflationary pressures have led large institutions to turn to digital assets to safeguard their financial security. MicroStrategy's actions suggest that an increasing number of institutional investors are considering including bitcoin in their treasuries to address potential financial risks in the future.

Market Reaction to MicroStrategy's Actions

Additionally, MicroStrategy's accumulation has sparked a positive response in the market. Industry observers note that despite market volatility, institutional accumulation has still generated a FOMO phenomenon, prompting more companies and investors to join the bitcoin investment craze. This trend reflects market expectations for enhanced institutional power and liquidity, demonstrating optimism among institutions regarding bitcoin's future.

Comparative Analysis

Comparing the actions of MicroStrategy and BlackRock, we can see the different roles both play in the bitcoin market. Recently, BlackRock has also shown interest in bitcoin through on-chain activities, having deposited 1,197 bitcoins into Coinbase, indicating its active participation in institutional investment. While the accumulation actions of both may not be directly related, they represent a broader market trend, showing a general institutional recognition of bitcoin's long-term value.

Conclusion

MicroStrategy's continued accumulation in the bitcoin market underscores its steadfast belief in value storage among institutional investors, despite the ongoing risk of volatility. As more institutions like BlackRock actively participate, the trend of institutionalization in the cryptocurrency market becomes increasingly evident, potentially bringing new momentum to bitcoin in the coming months. Institutions are reshaping the perception of bitcoin, establishing a more stable value reference system. Although market uncertainties persist, the confidence at the institutional level undoubtedly lays a foundation for the future development of bitcoin.

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