In 2024, MicroStrategy (MSTR) is the world's top asset with an annual growth rate of 358%. Alongside it is Palantir Technologies (PLTR), a software company that also deals with crypto data analysis. Bitcoin (BTC) ranks third, just behind Nvidia.

This achievement is not only impressive, but also highlights Bitcoin's dominance among global assets. As Alex Thorn, head of research at Galaxy Digital, said: "Two of the top three assets are directly correlated to Bitcoin, and even on a risk-adjusted basis (Sharpe ratio), MSTR still ranks first."

The Bitcoin gamble: MicroStrategy's success and failure

MicroStrategy's annual performance is not accidental, but the result of betting on BTC again and again. The company's founder and former CEO Michael Saylor is the most legendary Bitcoin "believer" in the crypto world. Under his leadership, MicroStrategy has become the world's largest BTC holder, controlling 2.2% of the total Bitcoin supply (about 446,400 BTC) by the end of 2024.

2024: The year of the buying spree

Especially in the fourth quarter of 2024, MicroStrategy's crazy moves attracted the attention of the entire market:

  • Two transactions in November: more than 107,000 BTC were acquired, spending more than $10 billion.

  • Large-scale stock issuance plan: The company plans to increase the total amount of stock issuance to US$10 billion to provide financial support for further increase in BTC holdings.

This "leverage" operation made MicroStrategy synonymous with BTC and also laid the foundation for its soaring stock price.

After a sluggish winter, can 2025 bring another surge in glory?

Although 2024 is a glorious year for MSTR and BTC, the market performance during the holiday period made many investors sweat.

  • BTC plunged from $108,000 to $92,000 before rebounding to $97,000 in early January.

  • MSTR fell 46%, only to find relief at a price gap and the Fibonacci 61.8% retracement level (around $300).

Some market analysts believe that this short-term downturn may provide investors with a rare opportunity to buy at a "discount price". However, it remains to be seen whether the Bitcoin strategy in 2025 can continue to bring high returns to MSTR.

MSTR’s future bet: a safe bet or a high-risk gamble?

For MicroStrategy, Bitcoin is not only an investment, but also a battle of faith with "high risk and high return".

On the bright side

  • Global acceptance of Bitcoin is increasing, especially among institutional investors.

  • Potential regulatory relaxation in the United States could bring a new bull run for BTC.

Potential risks

  • Bitcoin Price Volatility: Wild swings in BTC could have a double-edged sword effect on MSTR stock price.

  • Funding pressure: Whether the huge purchase can be converted into long-term returns remains to be tested by time.

Conclusion: Can 2025 bring another wave of success?
MicroStrategy's Bitcoin bet has earned it the title of 2024 asset champion, but the road ahead is still full of unknowns. Will it continue its legend or suffer a setback? The market is still waiting for the answer.

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