Let’s talk about MicroStrategy this week. As a reminder, MicroStrategy is an enterprise analytics and mobility software provider that’s been around since 1981. In August 2020, they decided to invest ~$250M in Bitcoin and have continued with that strategy for the last four years. As of September 2024, MicroStrategy now holds ~1.2% of the total Bitcoin supply, totaling 252,220 Bitcoin, currently worth $16.8B.
In 2022, a clear strategy shift occurred with Michael Saylor’s departure after the company took a $917M loss. Despite that, the company continues to purchase Bitcoin, acquiring 7,420 BTC or $458M worth of Bitcoin in September 2024. Before that, the company had acquired 36,650 BTC after August 2022. The strategy has worked out fairly well for the company, with BTC yield rates—a metric that shows MicroStrategy’s Bitcoin returns relative to Bitcoin after accounting for dilution—at 17.8%, 7.3%, and 1.8% for September 2024, 2023, and 2022, respectively.
Moreover, MicroStrategy’s value has been driven by its holdings. The company’s returns have been 242%, 65.7%, and -70.53% year-to-date in 2024, 2023, and 2022, respectively. This is favorable compared to YTD BTC returns of 57%; however, it compares unfavorably to last year’s returns of 156% and -64% in 2023 and 2022, respectively. This discrepancy is likely due to the average cost of each acquired Bitcoin being around $38,585. Yet, in the grand scheme of things, since starting its Bitcoin strategy, the company has seen a return of 1,508%—an overwhelming success. Bitcoin itself has increased ~470% in the same period.