MicroStrategy Pushes its Bitcoin Ownership well over $1 Billion with Latest Round of BTC Bet

MicroStrategy completed the sale of its $650 million convertible senior notes with an interest rate of 0.750%. The proceeds from the sale will be used to buy Bitcoin.

“MicroStrategy intends to invest the net proceeds from the sale of the notes in bitcoin in accordance with its Treasury Reserve Policy pending identification of working capital needs and other general corporate purposes,” noted the company on Friday.

As we reported, the offering was initially set at $400 million only to be increased to $550 million with an additional $100 million up for grabs despite the company getting a bearish call from Citi analyst for its big BTC bet.

Interestingly, the popular hedge fund known for its exceptional returns, Renaissance Technologies has also been buying the majority of the MicroStrategy stock this year.

As we reported, RenTech’s flagship Medallion fund also disclosed its intention to invest in CME Bitcoin futures in March, this year.

Just a month before MicroStrategy first indicated its interest in buying Bitcoin publicly in July, RenTech bought the stocks of MSTR in June and then in Sept., and it is now indirectly invested in Bitcoin.

“BTC is our best Hope”

MicroStrategy's latest $650 billion round of Bitcoin bet would take their Bitcoin ownership to over $1.1 billion. It was in August when the publicly-traded software company announced that it had bought 21,454 BTC for $250 million then the next month another 16,796 BTC were bought for $175 million. Then earlier this month, MicroStrategy bought 2,574 BTC more for $50 million.

MicroStrategy CEO Michael Saylor’s view on the largest cryptocurrency is pretty simple — “BTC is our best Hope.”

“Every investor is in danger of losing their wealth due to the great monetary inflation. We all need a Store of Value that is not based on fiat.

Bitcoin is The Solution – an investment grade, safe haven, treasury reserve asset.”

Given that MicroStrategy is a software company, some raised questions on its Bitcoin investment, calling it a fund.

“MicroStrategy is not an investment company (IC) per the 1940 Investment Co. Act. An IC is a co. that invests ≥ 40% of assets (less cash & govt securities) in “securities”. Per the SEC, BTC isn’t a security. Ergo, holding BTC doesn’t cause MicroStrategy to become an IC,” clarified Saylor on Twitter late Friday or early Saturday.

He further went on to say that MicroStrategy is also not an ETF/ETP because they exist to invest in stocks, bonds, or commodities and are investment companies per the’40 Act.

MicroStrategy much like Apple & Microsoft is an operating company traded on a stock exchange which “just happen to hold BTC in our treasury reserves,” Saylor said.

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