How Strategy Is Profiting from Bitcoin's $100,000 Rally

The total value of Strategy—formerly known as MicroStrategy—'s Bitcoin (BTC) holdings reached a new all-time high as the apex coin soared past the $100,000 threshold.

This peak comes a month after Bitcoin plunged to a multi-month low of 74,393 on April 7.

How Strategy Is Profiting From Bitcoin’s $100,000 Rally

The largest cryptocurrency reclaimed the $100,000 mark yesterday, February 18, at the time of writing. Over the past month, its price has risen by 37.1%.

At the time of writing, Bitcoin was trading at $102.921, representing daily gains of 4.0%. This increase has propelled the value of Strategy’s BTC holdings to $53.9 billion, marking a historic peak.

According to the latest data from Bitcoin Treasuries, the firm currently holds 555,450 Bitcoins, purchased at an average cost of $68,550 per Bitcoin. This amounts to $38.08 billion in investment.

Moreover, Bitcoin’s rally has positioned Strategy at a profit of 50.1%. The company bought BTC thirteen times this year, more recently on May 4. Michael Saylor announced the acquisition of 1,895 BTC for approximately $180.3 million in a X (formerly Twitter) post.

“MSTR has acquired 1,895 BTC for ~$180.3 million at ~$95,167 per bitcoin and has achieved BTC Yield of 14.0% YTD 2025,” Saylor posted.

This reflected a methodical approach to accumulation, which has seen Strategy’s holdings grow from 446,400 BTC at the end of 2024.

The surge in Bitcoin’s value has also propelled Strategy’s stock. MSTR’s value has appreciated by 75% in the past month alone. However, Strategy’s aggressive Bitcoin investments have not been without challenges.

The company reported net losses of $4.2 billion in the first quarter of 2025. Despite these financial hurdles, Strategy continues to double down on its Bitcoin strategy. In fact, it plans to significantly increase its investments in Bitcoin by raising $42 billion in both equity and fixed income to fund further acquisitions.

This move underscores the firm’s commitment to its Bitcoin-centric treasury strategy, which began in August 2020. In a recent interview with Natalie Brunell, Saylor reiterated his belief in Bitcoin’s potential

“In the year 2045, I think a Bitcoin is worth $13 million, so every bitcoin that you don’t buy is a $13 million cost,” he said.

Meanwhile, the positive impact of BTC’s price rally isn’t isolated to Strategy. Data from Bitcoin Treasuries highlighted a broader trend: nearly all companies accumulating Bitcoin are currently in profit.

For instance, Metaplanet is recording an 18.8% profit on its Bitcoin holdings, while Semler Scientific follows closely with a 16.1% profit. This starkly contrasts with one month ago, when many faced losses due to BTC’s price decline.