Strategy, led by co-founder Michael Saylor, has indicated its intent to resume Bitcoin purchases following a brief pause. This move comes amid significant macroeconomic uncertainty and a recent downturn in the cryptocurrency market. The company’s last acquisition, on March 31, added 22,048 Bitcoin to its holdings, bringing their total to 528,185 BTC.
According to SaylorTracker data, Strategy’s Bitcoin investment now reflects an approximate 24% gain, translating to over $8.6 billion in unrealized profits. The company’s continued accumulation is being closely watched by Bitcoin investors as a key indicator of institutional interest.
Bitcoin’s Store-of-Value Narrative Strengthens Amid Market Volatility
The current macroeconomic landscape, marked by escalating trade tensions between the United States and China, has triggered a widespread sell-off in risk-on assets. Stock markets experienced trillions in losses following recent tariff announcements, and the cryptocurrency market also suffered significant declines.
Data from Total3, which tracks the market capitalization of cryptocurrencies excluding Bitcoin and Ether, shows altcoins have collectively lost over 33% of their value since their December 2024 peak. In contrast, Bitcoin has seen a relatively smaller drop of approximately 22% from its January 2025 high of over $109,000, and is currently trading around the $84,000 mark.
Bitcoin’s relative stability during a $5 trillion stock market sell-off has reinforced its narrative as a store-of-value asset, rather than a purely risk-on investment.
Experts Highlight Bitcoin’s Potential as Inflation Hedge
Speaking at Paris Blockchain Week 2025, Adam Back, CEO of Blockstream, emphasized Bitcoin’s growing appeal as a store of value in the face of prolonged trade war pressures. Back forecasted potential inflation rates of 10-15% within the next decade, which would significantly impact real investment returns in traditional asset classes like stocks and real estate.
