Michael Saylor, co-founder of Strategy (formerly MicroStrategy), suggested that the company may resume its Bitcoin purchases after a brief hiatus. Following a recent $2 billion convertible note offering, the company aims to continue its 21/21 plan and has reported acquiring 7,633 Bitcoin worth over $742 million on February 10, raising its total holdings to 478,740 BTC. This significant investment is currently valued at over $46 billion, yielding a 47.7% return on investment. Saylor has indicated plans to leverage financing during Q1 2025 to bolster Bitcoin acquisitions and enhance shareholder value. Despite pauses in acquisitions, institutional investors remain actively engaged with Strategy, purchasing shares and fixed-income securities. Notably, BlackRock filed to invest in the company, underscoring strong institutional interest. Multiple US state pension funds have also invested significantly, including California’s State Teachers' Retirement Fund, which holds about $83 million in Strategy stock, demonstrating increased exposure to the firm. Recently, Strategy announced the pricing of a new corporate securities offering aimed at supporting further Bitcoin purchases.

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