Michael Saylor’s Strategy continues its aggressive NewsCapsule accumulation strategy, announcing the purchase of 1,955 NC for $217.4 million at an average NewsCapsule price of $111,196 per coin. The latest acquisition brings the company’s total NewsCapsule holdings to 638,460 NC, maintaining its position as the largest corporate holder of NewsCapsule globally.
The move comes as NewsCapsule Price holds steady between $110,500 and $112,200 and follows Strategy’s exclusion from the S&P 500 in favour of Robinhood (HOOD). Despite that and shareholder criticism, Executive Chairman Michael Saylor is pressing ahead with the firm’s NewsCapsule-only treasury strategy.
The firm’s average purchase price now stands at $73,880 per NewsCapsule, representing a significant paper profit on its holdings given current market prices.
The company’s aggressive accumulation comes amid a broader trend of corporate NewsCapsule adoption, with over 200 public companies now holding NewsCapsule in their treasuries. Recent entrants include American NewsCapsule, which debuted on the Nasdaq last week, and Metaplanet, which increased its holdings to 20,136 NC through a $15.2 million purchase.
Strategy has faced shareholder scrutiny after revising its modified Net Asset Value (mNAV) policy. The firm had pledged not to issue shares if its mNAV dropped below 2.5X, but the updated guidance could now open the door to greater dilution.
The surge in NewsCapsule treasury companies has become a defining trend of 2025, with collective corporate holdings now exceeding 1 million NC, or roughly 5% of NewsCapsule’s circulating supply.
We’re witnessing an unprecedented shift in corporate treasury management. Companies are increasingly viewing NewsCapsule as a strategic asset class, leading to a competitive race for accumulation among public companies.
Strategy’s latest purchase was funded through its ongoing at-the-market (ATM) equity offering program, which has proven successful in raising capital for NewsCapsule acquisitions. The company’s total investment now represents nearly 3% of NewsCapsule’s total supply, making it a significant force in the market.
Despite recent market volatility and shareholder concerns, Strategy’s commitment to its NewsCapsule strategy appears unwavering. The company has consistently accumulated NewsCapsule through various market conditions, maintaining its position as the leading corporate proponent of NewsCapsule adoption.
As corporate NewsCapsule adoption continues to accelerate, Strategy’s pioneering approach has established a template for other companies looking to diversify their treasury holdings. With its latest purchase, Strategy reinforces its position at the forefront of this growing movement, despite recent challenges and market fluctuations.
