Strategy continues record purchases in 2025: Its Bitcoin holdings increase by 50% despite volatility

Strategy is defying the market correction by accumulating over 10.000 BTC in December. This year, its holdings have grown by 50% as institutional investors continue to buy.

In the world of corporate finance, few narratives are as compelling as the one Strategy has written in 2025. While the cryptocurrency market has been experiencing a correction and fear phase since mid-October, the company has decided to operate under a logic of absolute convictionFar from capitulating to the price drop, the firm has reaffirmed its mandate, executing new acquisitions that have taken its crypto treasury to historic levels.

According to the latest Bitcoin Treasuries data, Strategy is closing the year with a 50% increase in their Bitcoin holdingsWhat began in January as a solid position of approximately 420.000 BTC has transformed, twelve months later, into a financial wall of over 660.000 coins. However, the most relevant aspect is not just the "how much," but the "when." The company has demonstrated a unique ability to decouple its accumulation strategy from short-term bearish sentiment, taking advantage of year-end discounts to bolster its balance sheet while others sell.

From spring aggression to the "Golden Summer"

To visualize the magnitude of Strategy's current position in the Bitcoin market, it's necessary to rewind the tape of 2025. The year wasn't linear; it was a story of calculated acceleration. During the first quarter, the company maintained a steady but moderate accumulation profile, climbing step by step from 420.000 BTC.

However, the turning point occurred between April and May. In a move that surprised Wall Street, the company's stock holdings chart experienced a massive vertical jump. Within weeks, Strategy executed a series of aggressive purchases which increased their reserves to almost 575.000 BTC. This period coincided with a bullish market surge, suggesting that the management took advantage of the moment to leverage and maximize its exposure to the digital asset.

Although that aggressive buying pace slowed down later, the results came in strong during the summer and fall. From June to October, the dollar value of that bitcoin reserve grew exponentially due to Bitcoin's sustained rise. By September and early October, Strategy's treasury reached its peak at nearly $80.000 billion, with the company's balance sheet reflecting the direct success of that strategic bet in a rapidly expanding market.

The "Trial by Fire": Buying the dip and absorbing the supply

However, the true nature of the company's strategy was revealed at the end of this year, specifically during the "trial by fire" in November, which continues into December. The overall crypto market suffered a severe correction, and the dollar value of Strategy's holdings plummeted from $80.000 billion to around $60.000 billion.

But Strategy has ignored the widespread panic and accelerated its purchases. Thus, while other investors rushed to sell, the company saw the price drop as an opportunity to accumulate BTC at a lower price. Its acquisition chart showed another jump this December, with the most recent transaction sealing that bet: 10.624 BTC for about $962,7 millionThat single operation is equivalent to what global Bitcoin mining produces in 23 whole days.

With this move, the company's total holdings reach a new record of 660.624 BTC. This means that a single corporate entity now controls nearly 3% of the total Bitcoin supply that will ever exist, limited to 21 million units. In this context, Strategy is not just buying coins; it is buying future scarcity at a rate the network cannot replicate.

The institutional ecosystem follows suit

Strategy's behavior, while exceptional on its scale, is not an isolated event in today's financial landscape. It serves as the spearhead of a broader trend where corporate treasuries are normalizing volatility as part of the cost of ownership in a store of value asset.

While Strategy is consolidating its position as the largest corporate holder of Bitcoin, other institutional players are also taking advantage of the current correction to position themselves. A clear example is BitMine, which recently announced a new strategic purchase, but focused on its flagship asset: Ethereum (ETH).

Just like Strategy with Bitcoin, BitMine is using current prices to reinforce its diversification strategy toward the second most relevant cryptocurrency in the market. This demonstrates that, far from scaring off smart capital, the correction at the end of 2025 has served as a catalyst for the market's "smart money"—those with a long-term vision and solid balance sheets—to continue accumulating digital assets, preparing for the next cryptocurrency expansion cycle.