MicroStrategy Approaches $10 Billion Bitcoin Investment Milestone with Recent BTC Purchase
MicroStrategy, a prominent figure in the cryptocurrency realm, has continued to bolster its Bitcoin holdings with a recent acquisition of 18,300 BTC on September 13. This move, as revealed by the company’s CEO Michael Saylor, saw an average acquisition price of $60,408, amounting to a total expenditure of around $1.11 billion. MicroStrategy’s current Bitcoin stash now stands at 244,800 BTC, acquired for nearly $9.45 billion, with an average cost per BTC of $38,585. Saylor further highlighted that the year-to-date yield for MicroStrategy stands at 17%, with the firm’s profit at 50% based on the current price of $57,887.56.
In addition to this significant acquisition, MicroStrategy made a notable addition of 12,222 BTC to its treasury in Q2 alone, investing over $805 million to reinforce its exposure to Bitcoin. This move solidifies MicroStrategy’s position as the largest institution holding Bitcoin, with a substantial lead over the second-largest holder, Marathon Digital, which holds approximately 26,200 BTC.
On a broader scale, the landscape of Bitcoin investments has seen renewed activity in the form of US-traded spot Bitcoin exchange-traded funds (ETFs) registering inflows once again. Between September 9 and 12, these funds recorded inflows totaling $140.7 million. Noteworthy contributions came from Fidelity’s FBTC, with nearly $116 million in positive flows during the week, followed by Grayscale’s Bitcoin mini trust, which saw $45.8 million in inflows.
This resurgence in inflows follows two consecutive weeks of outflows from Bitcoin ETFs, amounting to nearly $1 billion in total capital flight. Despite this, Bloomberg senior ETF analyst Eric Balchunas downplayed the significance of the outflows, noting that they represented only 0.5% of Bitcoin ETFs’ total assets under management as of September 10. Balchunas also underscored the unprecedented institutional adoption of Bitcoin through ETFs, attracting over 1,000 institutional holders in their initial two 13F periods. He further highlighted that 20% of BlackRock’s IBIT holders are institutions and large advisors, a figure he anticipates will rise to 40% in the next 12 months.