MicroStrategy’s Bitcoin acquisition rate has slowed significantly since September 2025, with October purchases totaling just 778 BTC compared to 3,526 BTC the prior month, potentially hindering the cryptocurrency’s price recovery amid reduced institutional demand.
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MicroStrategy added 397 Bitcoin last week for $45.6 million, bringing total holdings to 641,205 BTC.
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The company’s buying pace in October marked one of the smallest monthly totals in recent years.
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Analysts from CryptoQuant note that Bitcoin’s recovery depends on renewed large-scale buys from MicroStrategy and spot ETFs, with year-to-date yield at 26.1%.
MicroStrategy Bitcoin purchases are slowing: Explore the latest acquisition details, impact on BTC price, and expert insights from CryptoQuant. Stay informed on institutional demand trends in 2025.
What is causing MicroStrategy’s Bitcoin acquisition rate to slow down?
MicroStrategy’s Bitcoin acquisition rate has notably decreased since September 2025, primarily due to a shift in buying strategy following a robust accumulation phase earlier in the year. The company, led by Michael Saylor, purchased 397 Bitcoin last week at an average price of $114,771 per coin, totaling $45.6 million, as disclosed in a recent filing with the US Securities and Exchange Commission. This brings their overall holdings to 641,205 BTC, acquired for $47.49 billion at an average cost of $74,047 per Bitcoin, reflecting a year-to-date yield of 26.1%.
In the preceding week, MicroStrategy acquired 390 BTC for $43.3 million, contributing to a modest October total of 778 BTC—one of the lowest monthly figures in recent history. This contrasts sharply with September’s 3,526 BTC haul, which was 78% higher, indicating a deliberate pacing that could influence broader market dynamics.
How does MicroStrategy’s reduced buying affect Bitcoin’s price recovery?
MicroStrategy’s slower Bitcoin purchases could pose challenges to the cryptocurrency’s price recovery in 2025, as institutional demand from the company and US spot Bitcoin exchange-traded funds has been a key pillar of market support. According to data from analytics platform CryptoQuant, these entities drove much of Bitcoin’s momentum throughout the year, and their recent slowdown has led to tempered price action.
CryptoQuant forecasts that Bitcoin may struggle to reclaim previous highs without a resurgence in large-scale accumulations from major players like MicroStrategy. “Demand is now driven mostly by ETFs and MicroStrategy, both slowing buys recently. If these two channels recover, market momentum likely returns,” stated Ki Young Ju, founder and CEO of CryptoQuant, in a recent post on X. This insight underscores the interconnectedness between corporate treasury strategies and Bitcoin’s valuation, with MicroStrategy’s holdings representing a significant portion of circulating supply.
Historically, MicroStrategy’s aggressive buying sprees have correlated with Bitcoin price surges, providing liquidity and investor confidence. The current pace, while still additive, signals a potential consolidation phase, where the company might be optimizing for long-term yield rather than rapid expansion. Supporting statistics from SEC filings show that despite the slowdown, MicroStrategy’s Bitcoin yield remains robust at 26.1% year-to-date, outperforming many traditional assets. Experts emphasize that this measured approach aligns with broader market volatility, but sustained demand from other institutions will be crucial for upward trajectory.
Related analysis from 10X Research suggests MicroStrategy could be positioned for inclusion in the S&P 500 following strong Q3 earnings, which might indirectly bolster its Bitcoin strategy through enhanced capital access. However, the immediate impact on Bitcoin remains tied to visible buying activity, as tracked by on-chain analytics.
Frequently Asked Questions
What was the total value of MicroStrategy’s latest Bitcoin purchase in October 2025?
MicroStrategy acquired 778 Bitcoin in October 2025, valued at approximately $86.9 million based on average prices during the period. This includes the final week’s purchase of 397 BTC for $45.6 million and the prior week’s 390 BTC for $43.3 million, as reported in SEC filings, marking a conservative addition to their portfolio.
Why is institutional demand from MicroStrategy important for Bitcoin’s market price?
Institutional demand from MicroStrategy plays a vital role in supporting Bitcoin’s market price by absorbing supply and signaling long-term confidence to investors. As one of the largest corporate holders, their acquisitions often precede price rallies, with analytics from CryptoQuant showing that combined ETF and MicroStrategy buys have accounted for over 50% of net inflows in 2025, stabilizing volatility during recovery phases.
Key Takeaways
- MicroStrategy’s holdings reach 641,205 BTC: Valued at a total acquisition cost of $47.49 billion, with an average price of $74,047 per coin, demonstrating sustained commitment despite slower pacing.
- October purchases hit a recent low: At 778 BTC, this is 78% less than September’s total, highlighting a strategic shift that analysts link to broader market conditions.
- Renewed demand key to recovery: Experts like Ki Young Ju from CryptoQuant advise monitoring ETF and corporate buys for signs of momentum returning to Bitcoin prices.
Conclusion
MicroStrategy’s Bitcoin acquisition rate slowing in late 2025 reflects a maturing strategy amid fluctuating market conditions, with total holdings now at 641,205 BTC and a solid year-to-date yield of 26.1%. While this pace may temper short-term price recovery, as noted by CryptoQuant’s analysis of institutional demand, it positions the company for potential long-term gains, including S&P 500 consideration per 10X Research insights. Investors should watch for renewed accumulation signals to gauge Bitcoin’s trajectory, ensuring portfolios align with evolving crypto dynamics for optimal outcomes.
