Michael Saylor’s Strategy Set to Buy the Dip Amid Tariffs and Trade War

In the first three months of 2025, Strategy acquired 80,715 BTC at an average price of $94,922, increasing its total Bitcoin reserves to 528,185 BTC. The firm now holds over 2.5% of Bitcoin’s total supply, a staggering share for a single corporation.

However, this aggressive accumulation has come at a cost. As Bitcoin dipped nearly 12% during Q1, its worst quarterly performance since 2018, Strategy reported a paper loss of nearly $5.91 billion. Despite this, a $1.69 billion income tax benefit is expected to partially offset the loss, though the firm still anticipates reporting a net Q1 deficit.

Interestingly, Strategy paused Bitcoin purchases between March 31 and April 6, as revealed in a recent filing. The firm cited “market and capital deployment considerations” for the temporary halt. This brief pause marked the first significant break in its acquisition pace in over a year.

Strategy’s average purchase price across all holdings now stands at approximately $67,458 per coin. With Bitcoin currently trading at about $83,700, the company’s holdings are valued around $44 billion, putting it back in the green with a sizable unrealized gain.

Despite turbulent markets and growing scrutiny over corporate exposure to crypto, Saylor remains resolute. His recent online post is being interpreted by analysts as a signal that Strategy is gearing up for another round of accumulation. “Saylor has made it clear that he views Bitcoin not just as a treasury asset, but as the future foundation of financial security,” said Galaxy Digital analyst Janette Wong.

Strategy’s Bitcoin-centric approach has faced criticism from traditional finance circles, with some questioning the sustainability of such concentrated exposure. But supporters argue that Saylor has pioneered a new model for public companies leveraging Bitcoin as a hedge against monetary debasement and geopolitical risk.

Saylor’s ongoing play comes as other major institutions increase their exposure to digital assets. Asset management giants like BlackRock and Fidelity are expanding their crypto ETF offerings, and financial firms including JPMorgan and Standard Chartered are actively building blockchain-based infrastructure for tokenized assets.

Moreover, President Trump’s administration has made digital asset innovation a core pillar of its economic agenda, with recent deregulatory actions, including the repeal of the IRS’s DeFi broker rule, boosting sentiment across the crypto space.

As market participants await official confirmation of Strategy’s next move, attention remains focused on how Saylor will navigate the shifting landscape. With the halving just weeks away and institutional demand expected to ramp up, some believe Saylor is positioning the company for a strategic entry ahead of what could be Bitcoin’s next parabolic cycle.

Whether another purchase is imminent or part of a longer-term accumulation plan, one thing remains clear: Michael Saylor’s conviction in Bitcoin remains unshaken and the markets are watching.