Who would have thought that a traditional business intelligence company has already turned into the 'world's largest Bitcoin vault'?
Recently, Phong Le, the CEO of Strategy, stated that their long-term Bitcoin holding strategy will not change—at least until 2065. In simple terms, this company is betting on the future of Bitcoin with 'time'.

Once this news broke, all investors关注ing Bitcoin were in an uproar. After all, this is not the boast of some short-term player, but rather a publicly traded company worth hundreds of billions of dollars, making a long-term bullish commitment.

1. Why 'hold until 2065'? Because they are not speculating at all.

For MicroStrategy, Bitcoin is not a 'speculative target' but the core of the company's asset allocation.
They started buying coins in 2019 and have now become the publicly listed company with the largest Bitcoin holdings in the world. The CEO's attitude is also clear: fluctuations in the market do not affect their accumulation rhythm, as this is not just an investment but a belief - an early layout for the age of digital gold.

Moreover, even if Bitcoin spot ETFs emerge now, providing institutions with easier investment channels, the market still views MSTR as an 'alternative Bitcoin ETF.'
Investors feel that buying MSTR stock is equivalent to indirectly buying Bitcoin, but with more controllable risks and liquidity.

Second, with the rise of ETFs, why can they still sit firmly on the fishing platform?

In theory, as more Bitcoin ETFs emerge, 'indirect holding companies' like MicroStrategy should be squeezed in competitiveness.
But the reality is quite the opposite - MSTR's stock price remains one of the important channels for investors to gain exposure to Bitcoin.

Recent market data shows that Bitcoin ETFs have experienced net outflows at certain times, indicating that funds are still seeking more stable investment vehicles. MicroStrategy, with its direct 'holding coins' strategy, happens to provide this certainty.

In other words, they do not make money from trading ETF fluctuations but stand there and let the market come to them.

Third, is the market volatile? The logic of Strategy is: time will win.

In the short term, MSTR's financial statements indeed show significant fluctuations. The company once enhanced liquidity by issuing stock for cash, and the stock price was under pressure at one point.
But what is most admirable about this company is that they are never swayed by short-term fluctuations.

Mizuho Securities recently reaffirmed its 'outperform' rating for MSTR, and the reason is simple - this company has a clear direction and decisive execution. Don't forget, they hold tens of thousands of Bitcoins, and any movement is an industry-level signal.

Fourth, Bitcoin's 'macro script' is aligning with them.

Currently, market expectations for the Federal Reserve to cut interest rates are rising, and liquidity is loosening. This is undoubtedly a favorable backdrop for Bitcoin.
From a macro cycle perspective, 2025 may be a key stage for the start of a new bull market. Strategy's choice to increase investment and extend the holding period at this time does not seem blindly optimistic but rather logical over time.

Fifth, their underlying logic: do not fight volatility, cooperate with time.

If short-term trading focuses on price, then Strategy's logic is - look at the era.

Long-term holding allows them not to worry about daily fluctuations and to fully enjoy the cyclical dividends of Bitcoin.
This is not just a corporate strategy but a mindset:

"Rather than guessing market turning points, it is better to let time help us earn compound interest."

In summary:
Strategy is not chasing the trends but betting on digital gold over half a century.

While others are still hesitating whether to buy the dip, Strategy has already decided - regardless of rises or falls, they will hold onto this 'coin belief' until 2065.

Six, layout of crypto assets.

If you are already a web3 player holding various altcoins or small tokens and want to switch to mainstream assets like BTC and ETH for long-term value, cross-chain tools are essential. There are many cross-chain platforms on the market, and when choosing, safety should be especially noted - after all, cross-chain bridges have always been a hot spot for hacker attacks, with historical losses exceeding $2 billion due to vulnerabilities.

It is recommended to prioritize platforms that have been operating for a long time and have a good safety record. Platforms like Bridgers, which have been operating for eight years without security incidents, are relatively more trustworthy. [For the experience entrance, please follow the Twitter profile (@cherryli1314781)]

The above content is for informational sharing only and does not constitute any investment advice! Investment carries risks, and one must be cautious when entering the market!

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