In a bold move that underscores its complete transformation from a software company to a Bitcoin-centric enterprise, MicroStrategy has officially rebranded as Strategy. This shift, announced on February 5, 2025, marks a pivotal moment in corporate crypto adoption and signals the company’s unwavering commitment to Bitcoin as both a treasury reserve asset and strategic vision.
The rebrand includes a striking new visual identity: an orange Bitcoin-inspired logo, a refreshed digital presence at strategy.com, and even the launch of an official merchandise store. But beyond aesthetics, the name change reflects a fundamental evolution in business model and long-term goals—anchored squarely in Bitcoin.
Under the leadership of chairman and co-founder Michael Saylor, Strategy now holds 471,107 BTC, approximately 2% of Bitcoin’s total supply. With an estimated value exceeding $45 billion, this makes Strategy the largest corporate holder of Bitcoin globally.
👉 Discover how companies are turning Bitcoin into a strategic asset.
Strategy Reports Record-Breaking Q4 2024 Financial Results
Strategy’s fourth quarter 2024 earnings report revealed unprecedented growth in its Bitcoin treasury and financial performance. The company achieved its largest-ever quarterly increase in Bitcoin holdings, acquiring 218,887 BTC for $20.5 billion during Q4 alone.
This aggressive accumulation strategy has solidified its position at the forefront of institutional Bitcoin investment. By the end of the quarter, total Bitcoin holdings reached 471,107 BTC, reinforcing confidence in digital assets as a long-term store of value.
Andrew Kang, Chief Financial Officer of Strategy, emphasized the significance of this milestone: “Q4 2024 was transformative for us—not just in terms of volume, but in execution and market validation.”
The momentum didn’t stop there. In early 2025, Strategy successfully raised $584 million through the inaugural issuance of STRK convertible preferred shares, which was oversubscribed and upsized due to strong demand from both institutional and retail investors.
This successful capital raise demonstrates growing trust in Strategy’s model and its ability to attract investment through innovative financial instruments tied directly to its Bitcoin holdings.
Measuring Success: Introducing BTC Yield and New Performance Metrics
To better communicate performance and transparency, Strategy introduced new metrics to track the effectiveness of its Bitcoin acquisition strategy:
- BTC Yield: Measures the efficiency of Bitcoin accumulation over time. For full-year 2024, Strategy achieved a BTC yield of 74.3%, far surpassing earlier targets.
- BTC Gain: Calculates additional bitcoins generated based on initial holdings and BTC yield.
- BTC $Gain: Converts BTC Gain into U.S. dollar value using the Coinbase exchange rate at 4 P.M. ET on the last day of the quarter.
While Q4 2024 saw a BTC yield of 2.9%—down from 5.1% in Q3—it remains a strong result amid macroeconomic volatility and rising asset prices.
Looking ahead, Strategy has raised its long-term BTC yield target to 15% over the next three years, up from the original 6–8% range. This ambitious goal reflects confidence in continued efficient capital deployment and favorable market conditions.
Future Capital Plans: $42 Billion in Securities by 2027
Strategy unveiled plans to issue up to $42 billion in securities between 2025 and 2027, a move designed to further expand its Bitcoin treasury. These funds will be used exclusively for additional Bitcoin purchases, debt management, and operational support.
This aggressive fundraising strategy comes at a time when cryptocurrencies are experiencing renewed momentum—especially following major geopolitical shifts that have boosted investor sentiment. As digital assets gain mainstream traction, Strategy is positioning itself not just as a participant, but as a leader in the new financial paradigm.
👉 See how Bitcoin is reshaping corporate treasuries worldwide.
Industry Trend: Companies Embracing Bitcoin-Centric Identities
Strategy’s rebrand is part of a broader trend among public companies aligning their identities with their core crypto strategies.
For example, Riot Blockchain Inc. rebranded to Riot Platforms in 2023 to reflect its expansion beyond mining into comprehensive Bitcoin infrastructure development. The shift signaled a strategic pivot toward becoming a full-stack Bitcoin ecosystem player.
Similarly, Strategy’s new name eliminates any ambiguity about its mission: it is no longer a software firm with a side interest in Bitcoin—it is a Bitcoin company.
"We are not diversifying away from Bitcoin. We are doubling down."
— Michael Saylor, Chairman of Strategy
This clarity resonates with investors seeking pure-play exposure to Bitcoin without the noise of unrelated business lines.
BlackRock Expands Bitcoin Reach with European Spot ETP
The institutional adoption of Bitcoin continues to accelerate—and one of the biggest catalysts is BlackRock, the world’s largest asset manager with over $11.5 trillion in assets under management.
According to Bloomberg, BlackRock is preparing to launch a spot Bitcoin exchange-traded product (ETP) in Europe, based in Switzerland. Marketing efforts could begin as early as February 2025, marking another major step in global crypto integration.
This follows the success of BlackRock’s existing spot Bitcoin ETFs in Canada and Brazil, as well as its U.S.-listed IBIT ETF, which has rapidly become one of the most liquid and widely held digital asset products.
BlackRock’s European ETP launch mirrors Strategy’s own mission: driving global Bitcoin adoption through trusted financial vehicles accessible to mainstream investors.
When giants like BlackRock and Strategy align around Bitcoin, it sends a powerful signal to markets: digital assets are no longer speculative outliers—they are becoming foundational components of modern finance.
👉 Learn how institutional investors are fueling the next phase of crypto growth.
Frequently Asked Questions (FAQ)
Q: Why did MicroStrategy change its name to Strategy?
A: The rebrand reflects its complete transition from a business intelligence software company to a firm fully focused on Bitcoin as its primary treasury asset and strategic direction.
Q: How much Bitcoin does Strategy own?
A: As of Q4 2024, Strategy holds 471,107 BTC—approximately 2% of the total Bitcoin supply.
Q: What is BTC Yield and why is it important?
A: BTC Yield measures how efficiently Strategy acquires Bitcoin over time. A higher yield indicates stronger performance in growing its treasury relative to investment costs.
Q: Is Strategy still involved in software development?
A: While legacy operations may continue minimally, all strategic focus and capital allocation are now directed toward Bitcoin acquisition and treasury growth.
Q: How does Strategy plan to raise $42 billion by 2027?
A: Through structured securities offerings, including convertible preferred shares like STRK, aimed at accredited and institutional investors who believe in long-term Bitcoin appreciation.
Q: What impact does BlackRock’s European ETP have on Bitcoin adoption?
A: It expands access to regulated, institutionally-backed Bitcoin investment products in key European markets, increasing liquidity and legitimacy for the asset class.
Core Keywords:
- Bitcoin treasury
- MicroStrategy rebrand
- Strategy BTC holdings
- BTC yield
- Institutional Bitcoin adoption
- Corporate Bitcoin investment
- Spot Bitcoin ETP
- Michael Saylor
With its bold rebrand, record-breaking acquisitions, and visionary leadership, Strategy is not just riding the Bitcoin wave—it's helping create it.