MicroStrategy Gains "a Ford" in Market Cap Over the Last Two Months

Benzinga11-14

Bitcoin's BTC/USD bullish turn since early September has reflected well on MicroStrategy Inc., with the proxy firm increasing its valuation by $50 billion in the last two months.

What happened: Widely considered a TradFi alternative to holding Bitcoin, shares of MicroStrategy hit a record closing high, past $350, earlier this week. The surge marked the highest level for the shares since the dot-com bubble in March 2000.

The rally propelled the firm's market valuation to $72.26 billion, reflecting an increase of $50 billion since Sept. 6, or 225%. Just for context, the gain was higher than the total capitalization of Ford Motor Co. and Cognizant Technology Solutions Corp.

Year-to-date, MicroStrategy has leaped 374%, outperforming some of the hottest stocks on Wall Street, including the "Magnificent Seven."

The upswing coincided with the record-breaking play of Bitcoin, which was swiftly approaching the $100,000 milestone. Since Sept. 6, Bitcoin has surged more than 60% in value. 

Why It Matters: The Bitcoin portfolio of MicroStrategy—a company that has pioneered the leading cryptocurrency's corporate adoption—has ballooned past a whopping $25 billion, according to data from bitcointreasuries.net. 

At an average acquisition price of $11.92 billion, the firm racked up over $13 billion in unrealized profit on its Bitcoin purchases. 

In its third-quarter results report, the company announced plans to raise as much as $42 billion in equity and debt funding over the next three years to accumulate more Bitcoin.

Price Action: At the time of writing, Bitcoin was exchanging hands at $89,917.11, up 3.06% in the last 24 hours, according to data from Benzinga Pro. Shares of MicroStrategy were up 2.87% in after-hours trading, after pulling back 7.91% during Wednesday's regular trading session.

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Comments

  • ZhongRenChun
    11-14
    ZhongRenChun
    What microstrategy should do is create a bitcoin 3x leveraged ETF.   Everyone buying microstrategy is basically just looking for a leveraged bitcoin ETF.  So why not just give us a leveraged bitcoin ETF.
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