Strategy Eyes 7% of Bitcoin’s Total Supply as Corporate Treasury Trend Grows

Strategy, the Nasdaq-listed company led by Michael Saylor, announced on Friday its ambition to potentially hold up to 7% of the Bitcoin fixed 21 million coin supply, a move that would solidify its position as the world’s leading corporate Bitcoin holder. In an interview with CNBC, Saylor, who is spearheading Strategy’s Bitcoin treasury strategy, said that the company has no intention of acquiring all available Bitcoin, as it values broader participation in the cryptocurrency’s ecosystem. The Tysons Corner, Virginia-based firm, formerly known as MicroStrategy, currently holds 628,791 Bitcoin, representing just over 3% of the 19,900,346 coins in circulation as of August 2025. With Bitcoin’s price at $114,692, Strategy’s holdings are valued at approximately $72 billion, underscoring its significant commitment to the digital asset.

Saylor’s vision for Strategy began in August 2020, when the company, then struggling amid inflation and the economic fallout of the COVID-19 pandemic, pivoted from software development to Bitcoin accumulation. This strategic shift has proven transformative, with Strategy’s stock price soaring over 2,488% since its first Bitcoin purchase, despite a recent 6% dip below $380 on Friday. The company’s approach of issuing debt to fund Bitcoin acquisitions has allowed it to amass a portfolio that could reach 1.47 million Bitcoin, worth around $169 billion, if it achieves its 7% target. Saylor’s confidence in Bitcoin’s scarcity as a supreme asset has not only reshaped Strategy’s financial strategy but also inspired other corporations to add Bitcoin and other cryptocurrencies like Ethereum, Solana, and BNB to their balance sheets.

Corporate Bitcoin Adoption Gains Momentum

The corporate Bitcoin treasury trend and adoption, as highlighted in our July 2025 Bitcoin and Crypto Insights report, continues to gain traction as companies seek to preserve capital in an era of economic uncertainty. Strategy’s pioneering move in 2020 set a precedent, demonstrating that Bitcoin could serve as a hedge against inflation and a store of value for corporate treasuries. Saylor reiterated this belief on CNBC, stating that Strategy’s goal is not to monopolize Bitcoin but to ensure “everyone else has their piece” of the 21 million coins that will ever exist, with the final coin expected to be minted in 2140. This philosophy has resonated with investors, who view Strategy’s stock (MSTR) as a proxy for Bitcoin exposure without the complexities of directly holding the cryptocurrency.

Despite its bold strategy, Strategy remains resilient to market volatility. During a second-quarter earnings call on Thursday, Saylor noted that the company could withstand an 80% to 90% drop in Bitcoin’s price without liquidating its holdings, a testament to its long-term commitment. The company’s ability to navigate such drawdowns has bolstered investor confidence, even as its stock experienced a recent decline. Strategy’s success has also sparked broader market developments, with other firms exploring cryptocurrencies beyond Bitcoin, as noted in our July report, signaling a maturing corporate adoption landscape.

Strategy’s journey from a struggling software firm to a Bitcoin powerhouse reflects a broader shift in how corporations perceive digital assets. By leveraging debt to fund its acquisitions, Strategy has positioned itself as a trailblazer in the crypto space, encouraging others to follow suit. As the company eyes a 7% share of Bitcoin’s total supply, its influence on the market and corporate treasuries is undeniable. The continued growth of this trend, as explored in our Insights report, suggests that Bitcoin and other cryptocurrencies will play an increasingly prominent role in corporate finance strategies moving forward.