Bitcoin Rally Reignites Strategy’s Buying Spree After Pause
Bitcoin’s sudden rebound past $80,000 has fuelled speculation that Strategy (formerly MicroStrategy) has resumed its aggressive accumulation.
The company, led by executive chairman Michael Saylor, had paused its Bitcoin purchases during the week ending 6 April due to a halt in its MSTR and STRK stock offerings.
However, Saylor’s recent activity on social media strongly suggests buying may be back on the table.
On Sunday, Saylor shared his usual Bitcoin tracker post on X, which has previously signalled imminent purchase announcements.
His message, featuring an AI-generated image of himself alongside the phrase “Buy the Future”, came as Bitcoin rallied sharply after a midweek dip to $76,787.
The post coincided with a 10% intraday surge that briefly pushed Bitcoin to a record high of $83,246 before settling near $81,356.
Nearly 3 Percent Of Bitcoin’s Supply Held By Strategy
As of its last confirmed purchase on 31 March, Strategy holds 528,185 BTC — accounting for nearly 3% of the total Bitcoin supply.
That acquisition added 22,048 BTC to its balance sheet at a cost of $1.9 billion.
Over the first quarter of 2025, the company acquired 80,715 BTC at an average price of $94,922 per coin.
Despite Bitcoin's nearly 12% drop during that period — its worst quarterly performance since 2018 — Strategy has remained committed to its Bitcoin investment thesis.
The firm has invested about $35 billion in Bitcoin to date, at an average cost of $67,485 per BTC.
As of writing, the current valuations put Strategy’s holdings at approximately $44.73 billion, reflecting $11.4 billion in unrealised gains.
According to the SaylorTracker platform, the firm’s total Bitcoin investment is up around 25.48%.
Saylor’s Messaging Highlights Long-Term Conviction
Saylor has used social media throughout recent market turbulence to reassure his audience.
When prices dropped earlier this month, he posted a one-word message: “HODL” — a nod to long-term Bitcoin holders who resist panic selling during downturns.
His latest post carried a similar tone, subtly reinforcing his belief that Bitcoin is the foundation of the future financial system.
For Saylor, this strategy goes beyond market timing.
His online presence reflects a mission-oriented approach to Bitcoin, viewing it as a generational investment.
Market Resilience Amid Geopolitical Tensions
The broader market downturn has added further context to Strategy’s approach.
Rising trade tensions between the US and China, triggered by President Trump’s sweeping tariff orders, led to a $5 trillion wipeout across global stock markets.
Bitcoin, in contrast, demonstrated relative resilience.
While altcoins have shed more than 33% of their market value since the peak in December 2024, Bitcoin is down around 22% from its January high of over $109,000.
Currently, Bitcoin is trading above $84,000, with mild fluctuations over the past 24 hours, briefly surpassing $84,500.
Source: Coingecko
Bitcoin’s Store-Of-Value Appeal Gains Momentum
As risk assets face renewed pressure, Bitcoin’s narrative as a store of value is gaining traction.
Adam Back, CEO of Blockstream, believes prolonged trade tensions and inflation risks could accelerate Bitcoin’s appeal.
Speaking at Paris Blockchain Week 2025, Back warned that inflation could hit between 10–15% over the next decade, eroding real returns on traditional assets like equities and property.
He said during an interview with Cointelegraph,
“There is a real prospect of Bitcoin competing with gold and then starting to take some of the gold use cases.”
With macro uncertainty mounting, institutional watchers continue to monitor Strategy’s next move closely.
For many, the company remains a benchmark for long-term institutional interest in Bitcoin.