Point72 Asset Management makes a major move to acquire MSTR, institutions optimistic about Bitcoin spot products

2025-12-17 14:04:15

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【Blockchain Rhythm】Wall Street heavyweight Steve Cohen’s Point72 Asset Management recently took steps to allocate assets related to Bitcoin. In mid-December, the fund quietly accumulated 390,666 shares of MSTR stock, with a book value reaching approximately $65 million.

As the world’s first publicly listed Bitcoin treasury company, MSTR’s every move attracts market attention. This large purchase by Point72 reflects Wall Street institutions’ recognition of Bitcoin’s long-term value and may also indicate the strategic approach of traditional financial giants in digital asset allocation—indirect exposure through listed companies rather than direct holdings of Bitcoin.

The actions of such institutional investors often serve as market indicators, and it is worth paying attention to their subsequent changes in holdings.

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DYORMaster

· 12-20 11:23

Haha, Cohen still understands. MSTR is just a way to hold coins indirectly to avoid regulatory scrutiny. But to be honest, spending 65 million to buy MSTR isn't as good as going all-in on BTC. Large institutions love this kind of risk-avoidance strategy. This move is definitely a signal, but we still need to keep a close eye on the position changes. Wait... is this a bottom-fishing or a run? Can someone help me interpret? Has traditional finance truly changed the game?

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HypotheticalLiquidator

· 12-20 08:19

$65 million invested in MSTR... How long can this health factor last?

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SchrodingerPrivateKey

· 12-17 14:33

Wall Street is still playing the game of indirect holdings. Isn't it better to buy BTC directly? It seems like they're still testing the regulatory bottom line.

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FlashLoanLarry

· 12-17 14:33

Wall Street is starting to play the indirect holding game, smart move. But I still think directly accumulating MSTR is a bit of a roundabout way to save the day. Why not just go straight for Bitcoin?

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ChainPoet

· 12-17 14:33

Point 72's move is really impressive; spending 65 million to buy MSTR shares, those old foxes on Wall Street finally can't sit still anymore.

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LiquidationOracle

· 12-17 14:32

Big Shark Cohen has made a move. Wall Street still understands, MSTR is stable this time. Steve Cohen is playing a big game, investing $65 million in MSTR. Institutions are starting to quietly accumulate. Instead of directly buying coins, they are playing with MSTR. This is the strategy of big funds—smart. It seems Wall Street truly believes in Bitcoin's long-term value. The trendsetter is here. Institutional movements are market signals. The key going forward is whether their holdings will continue to increase.

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WalletsWatcher

· 12-17 14:27

Point 72 spends 65 million USD to buy MSTR, Wall Street is playing a big game... Traditional finance still follows the same old tricks, not daring to directly touch cryptocurrencies, resorting to indirect methods. Do you think they genuinely believe in it or are they just following the trend? MSTR, this "Bitcoin treasury," has become the new favorite among big players, I understand this logic... Institutions are rushing in, will retail investors be harvested again? But it's still better than them all being bearish. Let's wait and see how these people continue to add to their positions.

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AmateurDAOWatcher

· 12-17 14:21

Smart people are all buying MSTR, and Wall Street's move is truly textbook-level... But speaking of which, with institutions investing so aggressively, will retail investors follow or not? This move of 72 points directly pushed MSTR to become a hot commodity, and the logic of indirect holding is indeed perfect... Over the past few years, the big players have all learned to be smart, bypassing the hassle of direct holdings and instead profiting through listed companies' nested structures. Brilliant!

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GweiWatcher

· 12-17 14:14

Cohen's move is impressive; investing 65 million in MSTR is essentially betting on Bitcoin's long-term bullishness. Smart people are operating this way. Wall Street has finally figured it out: instead of directly buying cryptocurrencies, it's better to go long through treasury companies like MSTR. The risk is lower, and the returns are not bad. Institutional entry is a trend indicator. Whether retail investors follow suit is another matter, but I believe more large funds will come in later. MSTR is indeed an interesting stock. It leverages Bitcoin to generate wealth while helping institutions hedge risks. Brilliant. What does buying 390,000 shares at 72 mean? This is no longer small-scale trading; it shows that these people’s attitude towards digital assets has truly changed.

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