• Strategy’s Bitcoin holdings have reached a record $77.4 billion, equal to 3.2% of total supply.
• Bitcoin trades above $122,000, showing strong momentum after weeks of consolidation.
• Market experts project further upside as liquidity conditions turn favorable.

Strategy has once again drawn attention from global markets as its Bitcoin net asset value closed at $77.4 billion, an all-time high for the firm.

Michael Saylor, the company’s chairman, recalled that the journey began with just $250 million in Bitcoin and even an early unrealized loss of $40 million. 

Fast forward to today, and Strategy has accumulated a staggering 640,031 BTC, representing 3.2% of the total circulating supply.

The firm’s most recent addition was modest, 196 BTC on Monday, yet it capped seven weeks of steady accumulation totaling 11,085 BTC.

At today’s prices, the firm’s Bitcoin portfolio exceeds the market capitalization of leading global banks such as BNY Mellon, ING, Deutsche Bank, and Barclays.

To put this in perspective, the stash is large enough to buy over 2.5 million cars priced at $30,000 each or nearly 400,000 homes valued at $200,000.

Strategy dominates the digital asset treasury landscape, controlling 48% of all BTC held by public and private companies combined.

The next largest holder, MARA Holdings, manages only 52,477 BTC, worth around $6.3 billion. In comparison, El Salvador’s national treasury holds 6,338 BTC, roughly $762 million, showing how far ahead Strategy is in terms of scale.

Also Read: Bitcoin Bulls Dominate as Market Momentum Builds Toward $120K

Bitcoin Pushes Toward Record Levels

Bitcoin itself is holding steady above $122,000 after breaking free from a long consolidation between $108,000 and $118,000. Current market data shows the coin is up 2.23% over the past 24 hours and 12% over the last week.

Mr. Wall Street, a well-known market commentator, described the breakout as a textbook move, noting that the same indicators that marked earlier bottoms at $16,000 in 2022 and $49,000 in 2023 flashed again when Bitcoin touched $107,500.

He sees the market structure as “extremely bullish,” with a 90% probability of pushing to new all-time highs in the coming weeks.

Macro Tailwinds Support Bullish Outlook

To the relief, new U.S. econ data showed September losing 32,000 private jobs, less than the estimated 52,000 gain. There was also a revision lower for August data. 

Observers of the market contend that the softness plus disinflationary messages add force behind Fed cuts in rates.

Lower yields might bring in additional financial market liquidity, something historically positive for risk assets as Bitcoin.

Strategy’s all-time record holdings, along with a positive macro context, bring into question now whether Bitcoin might be poised to cross its mid-August high and begin printing an all-new all-time record.

Also Read: Bitcoin Price Nears $120K Breakout as Analysts Predict $130K–$200K Targets in Q4 2025