Strategy’s nearly $80 billion Bitcoin treasury is approaching the significant cash reserves of major tech companies such as Microsoft, which recently dismissed a proposal to consider Bitcoin as a treasury asset.
On Tuesday, Strategy shared on X that their Bitcoin (BTC) holdings of 640,031 coins fluctuated above $80 billion in value on Monday, coinciding with Bitcoin hitting a record high of $126,080. This surge in value brings Strategy’s assets close to the cash positions maintained by Amazon, Google, and Microsoft, each holding between $95 billion and $97 billion in cash equivalents.
The continual acquisition of Bitcoin by Strategy, combined with the asset’s increase in value, has surpassed the treasury values of Nvidia, Apple, and Meta, with Meta recently voting against a proposal to adopt Bitcoin as a treasury asset.
Key Corporate Treasury Figures:
- Berkshire Hathaway: Holds the largest cash trove at around $344 billion.
- Tesla: Holds 11,509 BTC valued at about $1.4 billion, making it part of the top 10 corporate treasuries.
Analysts Analyze Bitcoin as a Hedge
JPMorgan analysts referred to Bitcoin and gold as vehicles for ‘debasement trade,’ asserting that these assets could act as safeguards against inflation and rising national debt in the U.S.
In January, BlackRock’s CEO, Larry Fink, indicated that Bitcoin might reach $700,000 due to concerns about currency devaluation.
Both Microsoft and Meta’s proposals regarding Bitcoin originated from Ethan Peck, deputy director at NCPPR, who argued that Bitcoin could be crucial in safeguarding their profits from inflation impacts.
Peck emphasized the consistent depreciation of cash, noting that 28% of Meta’s asset value is dwindling.
Missed Opportunities for Microsoft and Meta
When Bitcoin was priced at $97,170, Microsoft rejected the proposal, and Meta did so at a $104,800 valuation, resulting in both companies missing significant profit opportunities as their cash positions are losing value.
Microsoft shareholders raised concerns about Bitcoin’s volatility, contributing to their decision against the treasury proposal. Peck also suggested that Microsoft allocate between 1% and 5% of their cash to Bitcoin to mitigate these risks.
Despite recent pushbacks from these tech giants, corporate Bitcoin adoption has surged in 2025, with over 200 public companies now holding Bitcoin, compared to fewer than 100 earlier this year.
Currently, as Bitcoin nears its all-time peaks, the overall investments made by these companies have seen positive returns, with Strategy’s Bitcoin bought at an average price of $73,981, reflecting a substantial gain of $30.4 billion.
