到本周五披露新一批增持为止，MicroStrategy共持有比特币约24.48万枚，约占比特币发行总量的1%。以CoinMarketCap平台截至美股收盘时比特币处于5.97万美元上方的交易价计算，MicroStrategy的比特币持仓市值约146亿美元。而贝莱德发行的iShares Bitcoin Trust市值也不过约200亿美元。这相当于，MicroStrategy一家公司的持仓就抵得过全球最大比特币现货ETF七成以上的规模。As of this Thursday, over the course of five weeks, MicroStrategy has invested approximately $1.11 billion to buy 0.0183 million bitcoins, holding a total of approximately 0.2448 million bitcoins, which accounts for 1% of the total circulation, with a market value of over $14 billion. The market value of the world's largest bitcoin spot ETF is only about $20 billion.
The listed company with the most bitcoin holdings in the world $MicroStrategy (MSTR.US)$ Increased its position again.
According to the SEC filing announced on Friday, September 13th, Eastern Time, from August 6th to Thursday, September 12th, MicroStrategy has invested a total of approximately $1.11 billion and bought a total of 0.0183 million bitcoins in a little over five weeks, marking the largest increase in holdings in over three years. The last time they made such a large increase was in February 2021, when the company spent $1.026 billion to acquire 0.019452 million bitcoins.
Up until this Friday's disclosure of the latest increase, MicroStrategy holds approximately 0.2448 million bitcoins, accounting for about 1% of the total bitcoin supply. Based on the trading price of bitcoin above $0.0597 million at the close of the US stock market on the CoinMarketCap platform, the market value of MicroStrategy's bitcoin holdings is approximately $14.6 billion. The market value of the iShares Bitcoin Trust issued by Blackrock is also only about $20 billion. This means that the holdings of MicroStrategy alone are equivalent to over 70% of the world's largest bitcoin spot ETF.
According to the filing on Friday, MicroStrategy's average purchase price for the accumulated purchase of over 0.24 million bitcoins is approximately $9.45 billion, with an average purchase price per bitcoin of approximately $0.038585 million. It is indeed a significant investment considering the current market price.
On Friday, after the opening of the US stock market, Bitcoin accelerated its rise and rose above $0.059 million at noon. After the close of the US stock market, it continued to rise, breaking through the $0.06 million mark for the first time since the end of August, with the increase in the past 24 hours exceeding 4%.
Since 2020, MicroStrategy has been buying bitcoin as part of its capital allocation strategy. Michael Saylor, co-founder and chairman of the company, stated that holding bitcoin is a hedge against inflation. Saylor posted on social media platform X on Friday, revealing that MicroStrategy's bitcoin returns for this year have reached 17%. This percentage means that the company has created a value increase of 17% for its shareholders by selling stocks and buying bitcoin.
Earlier this week, Saylor told CNBC that MicroStrategy is essentially providing people with different types of investment opportunities in bitcoin. The company's mission is to tokenize bitcoin as an institution and bridge the gap between traditional mainstream investors and bitcoin.
Editor/Somer
