Strategy's early and significant Bitcoin investment has caused its stock (MSTR) to skyrocket

Despite recent market volatility and criticism regarding its concentrated Bitcoin holdings, Strategy continues to accumulate BTC.

Despite recent market volatility and criticism regarding its concentrated Bitcoin holdings, Strategy (NASDAQ:MSTR) continues to accumulate BTC, and its stock has massively outperformed both Bitcoin and Nvidia.

Bitcoin’s price has soared by 614% since March 2020, while Strategy's stock has surged even further, gaining 2,500% over the same period.

For context, Nvidia (NASDAQ:NVDA) stock has climbed around 808% during this time, now making it the world’s most valuable company thanks to the AI boom. Tesla (NASDAQ:TSLA), another company that holds Bitcoin, has seen its stock rise just 155%.

Still Beating the Market in 2024

Recently, Strategy co-founder Michael Saylor highlighted these numbers on X. This year alone, Strategy’s stock is up just over 11%. While that might not seem huge, it’s still ahead of the Nasdaq-100, which is down slightly in 2024.

This shows that Strategy isn’t simply benefiting from a strong overall market. The company’s steady accumulation of Bitcoin has even helped stabilize the cryptocurrency somewhat, especially during recent global market uncertainty caused by tariff concerns and fears of a slowdown.

Critics Aren’t Convinced

Not everyone is sold on the strategy. Bitcoin critic Peter Schiff recently joked that if Bitcoin crashes, the company should rename itself “Micro.”

Entrepreneur Jason Calacanis also voiced concern that Strategy’s large Bitcoin position could affect the decentralized nature of the crypto market.

Still, Michael Saylor isn’t backing down. Strategy continues to open up new funding options to increase its Bitcoin holdings. For investors willing to take bigger risks, there are even ETFs available that offer double exposure to MSTR stock.

At the moment, Bitcoin is trading at around $84,000 after a short recovery. The bounce came shortly after Trump announced a 90-day pause on enforcing new tariffs, giving global markets a temporary sigh of relief.

A New Chapter in Finance

With MSTR stock leaving both Bitcoin and Nvidia behind in terms of growth, Strategy’s Bitcoin-first approach is starting to redefine how companies think about finance. Whether it keeps climbing or hits a rough patch will depend largely on where Bitcoin goes next.

But for now, Strategy’s bold bet on Bitcoin is clearly paying off.