Bitcoin worth 78 billion dollars of Strategy is approaching the second largest corporate treasury of Amazon

Strategy's Bitcoin treasury, valued at nearly $80 billion, is catching up with the cash reserves of tech giants like Microsoft, whose shareholders rejected a proposal in December to consider adding Bitcoin to its treasury.

On Tuesday, Strategy announced on platform X that their reserve of 640,031 BTC temporarily surpassed a value of 80 billion USD on Monday, when the price reached a record high of 126,080 USD. This increase brought the value of their asset reserve close to major companies like Amazon, Google, and Microsoft, each holding between 95 billion to 97 billion USD in cash or cash-equivalent assets.

The regular buying of Bitcoin by Strategy, combined with the increase in the value of Bitcoin, has helped their asset portfolio surpass the value of Nvidia, Apple, and Meta. The company Meta had previously considered a proposal to turn Bitcoin into a treasury asset but overwhelmingly voted against it in June.

Berkshire Hathaway currently holds the largest cash reserve among companies, with about 344 billion USD, while Tesla is the only other company that owns Bitcoin on the list of the 10 largest asset reserves — however, with 11,509 BTC worth approximately 1.4 billion USD, this figure only accounts for a small fraction of the total assets of 37 billion USD of this automaker.

Bitcoin is considered a "anti-devaluation transaction"

JPMorgan analysts stated last week that Bitcoin and gold are "anti-inflation trades," arguing that these assets could serve as a hedge against USD inflation and the national debt of the US, which is currently around $38 trillion and continues to rise uncontrollably.

The CEO of BlackRock, Larry Fink, who was once a critic of Bitcoin, stated in January that Bitcoin could reach 700,000 USD due to concerns about currency depreciation.

Both Bitcoin proposals from Microsoft and Meta were submitted by Ethan Peck, the deputy director of the conservative think tank National Center for Public Policy Research (NCPPR). Mr. Peck argued that Bitcoin would better protect companies' profits from currency devaluation.

"With cash continuously depreciating and bond yields lower than the actual inflation rate, 28% of Meta's total assets are continually diminishing shareholder value," Peck stated in his supportive statement for Meta.

Microsoft and Meta Missed a Big Opportunity from Bitcoin

Microsoft rejected NCPPR's Bitcoin proposal when Bitcoin was trading at 97,170 USD, while Meta also dismissed the same proposal when Bitcoin was at 104,800 USD. This means that both missed out on double-digit growth opportunities while the value of their cash positions continued to decline.

The volatility of Bitcoin has become a major concern, affecting the decisions of Microsoft shareholders when voting against this proposal.

Peck, who also serves as the Bitcoin director at the cryptocurrency-friendly asset management firm Strive, has recommended that Microsoft allocate between 1% and 5% of its cash into Bitcoin. NCPPR made a similar proposal to Amazon's board last December; however, there has not been much progress since then.

The adoption of Bitcoin by businesses exploded in 2025

Although Bitcoin proposals have been rejected by tech giants, there are now over 200 publicly traded companies holding Bitcoin, up from fewer than 100 companies at the beginning of the year. With Bitcoin currently trading near its all-time high on Monday, nearly all companies are reporting profits from their Bitcoin investments.

Strategy has purchased 640.031 Bitcoin at an average purchase price of 73,981 USD, marking a 65% increase, equivalent to 30.4 billion USD, on their Bitcoin investment.

Mr. Teacher