STRATEGY ISN’T SETTING A BTC LIMIT. THE HUNT GOES ON UNTIL 2035.
Michael Saylor says Strategy has no fixed target for its Bitcoin holdings. The company keeps accumulating as it raises capital, with its stash now around 848,000 BTC.
His “digital gold rush” thesis runs through 2035, when he expects 99% of all Bitcoin to have been mined.
Four potential adoption engines:
ETFs: Making $BTC accessible through traditional financial products.
Corporate treasuries: More companies holding Bitcoin.
Digital credit: New financing built around digital assets.
Bank lending: Bitcoin-backed credit entering traditional finance.
Strategy is also using STRC perpetual preferred stock to offer a different risk and cash-flow profile from holding BTC directly.
Saylor is watching Bitcoin’s 200-week moving average, while arguing that capital previously flowing into AI and large private-market deals is returning to crypto.
THE STRATEGY HAS NO FINISH LINE. JUST ANOTHER CAPITAL RAISE.
How sustainable is this Bitcoin accumulation model if market conditions or access to capital change?
Michael Saylor says Strategy has no fixed target for its Bitcoin holdings. The company keeps accumulating as it raises capital, with its stash now around 848,000 BTC.
His “digital gold rush” thesis runs through 2035, when he expects 99% of all Bitcoin to have been mined.
Four potential adoption engines:
ETFs: Making $BTC accessible through traditional financial products.
Corporate treasuries: More companies holding Bitcoin.
Digital credit: New financing built around digital assets.
Bank lending: Bitcoin-backed credit entering traditional finance.
Strategy is also using STRC perpetual preferred stock to offer a different risk and cash-flow profile from holding BTC directly.
Saylor is watching Bitcoin’s 200-week moving average, while arguing that capital previously flowing into AI and large private-market deals is returning to crypto.
THE STRATEGY HAS NO FINISH LINE. JUST ANOTHER CAPITAL RAISE.
How sustainable is this Bitcoin accumulation model if market conditions or access to capital change?