MicroStrategy, now known simply as Strategy, has made headlines again with a major Bitcoin acquisition—purchasing 6,220 BTC between July 14 and 20, 2025, lifting its total holdings to 607,770 BTC, worth roughly $43.6 billion at current prices. This move aligns with President Donald Trump’s signing of the GENIUS Act, aimed at federally regulating stable coins—an outcome warmly received by major crypto exchanges such as Coinbase and Robinhood.
Despite the surge in holdings, Strategy’s stock fell 7.2% over two days, its most severe drop since May, triggered by a slight pullback in Bitcoin prices from peaks above $123,000 and a bearish analyst report from Mon ness, Crespi, Hardt, which maintained a “Sell” rating and a $200 per share target—currently the only sell-side stance among 17 analysts covering the firm.
Investors view Strategy’s latest move as a strong signal of institutional confidence in Bitcoin as a corporate treasury asset. With regulatory clarity emerging through U.S. legislation and heightened ETF inflows, many corporates—including the likes of Tesla and GameStop—are considering Bitcoin as part of their reserve mix. Market watchers now await the progress of the CLARITY Act, anticipated to define U.S. federal oversight across digital asset classes.
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