tl;dr

A recent SEC filing revealed that BlackRock increased its stake in Strategy (formerly MicroStrategy) to 5%, equivalent to approximately 11.2 million shares. Strategy’s frequent Bitcoin acquisitions have made it a go-to option for institutional players seeking indirect Bitcoin investment. BlackRock's...

BlackRock's Increased Stake in Strategy and Its Impact on Bitcoin Holdings

A recent SEC filing revealed that BlackRock increased its stake in Strategy (formerly MicroStrategy) to 5%, equivalent to approximately 11.2 million shares. Strategy’s frequent Bitcoin acquisitions have made it a go-to option for institutional players seeking indirect Bitcoin investment. BlackRock's acquisition caused Strategy's share on NASDAQ to increase by 2%.

BlackRock, the world’s largest asset manager, disclosed a new acquisition of Strategy’s shares. The latest purchase represents a 0.91% increase from its previous 4.09% ownership as of September 2024. Strategy's share on NASDAQ increased by 2% in response to BlackRock's acquisition.

The timing of BlackRock's increased stake coincides with Strategy's continued Bitcoin accumulation. The company's recent financial results reveal a record-breaking Q4 2024 for Bitcoin purchases, with acquisitions surpassing $20 billion.

Strategy recently disclosed a significant tax issue from its $47 billion ownership in Bitcoin holdings. The company's $18 billion in unrealized gains could be subject to the US corporate alternative minimum tax (CAMT) enacted in 2022 under the Biden administration.

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 8 Feb 25
 8 Feb 25
 8 Feb 25