Bitcoin: MicroStrategy unveils $84B capital plan for more BTC buys – Details

By: ambcrypto|2025/05/02 16:15:01

Strategy was left with $56B in capital to be raised in its $84B fund plan. MSTR doubled BTC gains during the Q2 2025 recovery. Strategy (formerly MicroStrategy) has doubled its initial Bitcoin [BTC] capital acquisition plan to $84 billion, in a statement released during the Q1 2025 earnings report on the 1st of May. In an X post , Strategy’s founder, Michael Saylor, noted that the capital will be raised through stock sales and debt. “MSTR announces BTC Yield of 13.7% and BTC $ Gain of $5.8B year-to-date, doubles capital plan to $42B equity and $42B fixed income to purchase Bitcoin.” Strategy’s 42/42 plan This was a bold shift from its previous $42B capital target in its 21/21 plan. Under the new plan, the firm has $56 billion capital left to be raised. Source: Strategy This will be achieved via sale of stocks MSTR, STRK, STRF, and debt via convertible notes. In fact, the firm also announced a $21 billion stock sale on the 1st of May. Source: Strategy If the capital target is achieved and the largest portion goes to BTC buys, this could fuel the price. As of May, Strategy’s holdings were at 553,555 BTC, the largest publicly traded company in the world to hold the digital asset. The firm’s stash translates to 2.63% of the total 21 million BTC circulation supply. However, analysts stated that the Strategy may not aggressively buy more BTC given the limited price swings for the MSTR per the IV (Implied Volatility). “Interesting how subdued $MSTR implied vol remains relative to Nov melt up given streak and spot $400. At a macro level, without IV rising, harder to issue more leverage. At a micro level, also implies sticky strike dynamics.” Source: X On the price chart, MSTR has rallied 60% from April lows of $240 to over $380. Over the same period, BTC bounced 28%, hitting $97K for the first time since February. Like always, MSTR outperformed BTC 2x during the Q2 recovery. Share Share Tweet

In 2025, AI trading has become the default, but Alpha hasn’t disappeared — it’s been eroded by crowding, as similar data, models, and strategies cause traders to act in sync and lose their edge.
Real Alpha has shifted to harder-to-copy layers like behavioral and on-chain data, execution quality, risk management, and human judgment in extreme markets, where acting differently — or not acting at all—matters more than better predictions.

Without Narrative Power, Web3 Will Not Tap into the Vastness

In the Web3 space, the importance of storytelling far surpasses any other industry.

Insight: 2026 Could Usher in a “Crypto Winter,” but Institutionalization and On-chain Transformation Are Accelerating

Key Takeaways Cantor Fitzgerald predicts Bitcoin could face an extended downtrend, signaling a potential “Crypto Winter” by 2026.…

Caixin: Digital RMB Wallet Balances to Begin Earning Interest in 2026

Key Takeaways: Starting January 1, 2026, digital RMB wallets will earn interest on balances. The operational structure will…

Key Market Information Discrepancy on December 30th – A Must-See!

Key Takeaways Meta’s massive acquisition of Manus is poised to reshape the tech landscape, indicating significant growth in…

From Failures to Success: Building Crypto Products That Truly Matter

Key Takeaways Building infrastructure in crypto doesn’t guarantee success; understanding user needs is critical. Products aimed at younger…

Lighter Founder’s Latest Response on Token Launch Progress, What Was Said

Lighter’s Founder, Vladimir Novakovski, clarifies key concerns in an AMA, focusing on detecting and resolving bot account manipulations…

Cryptocurrency Trends and Insights: Navigating the 2025 Landscape

Key Takeaways Cryptocurrency continues to evolve rapidly, with new trends reshaping the market. Blockchain technology’s applications extend beyond…

Lighter: Airdrop Successful and Token Trading Imminent

Key Takeaways: The Lighter Discord community recently announced the successful distribution of LIT tokens, marking the beginning of…

The Eve of a Federal Pivot: Evaluating the Looming Change in the U.S. Central Bank

Key Takeaways Investors are gearing up for potential changes in Federal Reserve policy, with concerns about independence and…

UNI Burn Arbitrage Opportunity, Ondo Tokenized Stock Liquidity Debate, What’s the Overseas Crypto Community Talking About Today?

Key Takeaways The crypto market is buzzing with multi-threaded discussions, from macro trends to specific protocols and scams.…

6-Week, 3-Auditor Swap Sees Trump Crypto Firm Alt5 Sigma Mired in Financial Turbulence

Key Takeaways Alt5 Sigma, linked to the Trump family, faces financial reporting chaos and potential delisting risks due…

Announcement: The Fed to Release Minutes of its Monetary Policy Meeting Soon

Key Takeaways The Federal Reserve is anticipated to disclose the minutes from its latest monetary policy meeting, offering…

Yield Farming at 86% APY? How to Use Bots to “Earn While You Sleep” on Polymarket

Key Takeaways Polymarket presents untapped opportunities for bot utilization, despite existing competition. A proprietary trading bot streamlines the…

6-Week, 3-Auditor Switch Undermines Trump-Led Crypto Firm Alt5 Sigma

Key Takeaways Alt5 Sigma, tied to the Trump family, faces financial and operational turmoil marked by rapid auditor…