MicroStrategy’s aggressive Bitcoin acquisition strategy continues to draw attention as Bernstein analysts project the firm’s holdings could swell to 4% of Bitcoin’s circulating supply by 2033. In a recent note to clients, the research firm updated its price target for MicroStrategy’s stock (MSTR) to $600 by the end of 2025, citing the company’s unprecedented treasury model and increasing global capital inflows.
The report highlights MicroStrategy’s success in raising $3 billion in convertible debt and $6.6 billion in equity this month, putting the company ahead of schedule in its ambitious $42 billion capital-raising plan. The analysts view this as a pivotal factor in MicroStrategy’s ability to sustain its long-term Bitcoin acquisition strategy.
“MSTR’s trajectory reflects a unique Wall Street phenomenon,” the note states, describing the firm as a “Bitcoin magnet attracting earth’s capital reserves.”
MicroStrategy: Long-Term Vision
MicroStrategy stock has seen remarkable growth this year, soaring over 509% year-to-date. Bernstein’s new price target represents a 42% upside from Friday’s closing price of $421.88. Analysts attribute this bullish outlook to favorable macroeconomic conditions, including low interest rates, inflation concerns, and growing institutional adoption of Bitcoin.
The incoming Trump administration’s perceived pro-Bitcoin regulatory stance has further bolstered confidence in the cryptocurrency’s sustained bull market. Despite Bitcoin’s inherent volatility, Bernstein emphasizes that MicroStrategy’s balance sheet remains robust, thanks to its long-term unsecured convertible debt structure.
By the end of 2033, under Bernstein’s “base case” scenario, MicroStrategy could hold approximately 830,000 BTC, valued at $830 billion if Bitcoin reaches $1 million per coin.
Record-Breaking Acquisitions
Between November 11 and 17, MicroStrategy made its largest acquisition yet, purchasing 51,780 BTC for $4.6 billion at an average price of $88,627 per Bitcoin. This brings the company’s total holdings to 331,200 BTC, acquired at an average price of $49,874 per Bitcoin, for a total expenditure of $16.5 billion.
Having adopted Bitcoin as its primary treasury reserve asset in 2020, MicroStrategy has consistently scaled its operations to attract global capital. The Bernstein report underscores the firm’s ability to leverage market conditions, paving the way for continued dominance in the digital asset space.
As MicroStrategy marches toward its vision of owning 4% of Bitcoin’s supply, it exemplifies a transformative approach to corporate treasury management.
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