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Strategy buys another 130 BTC while cutting its 2025 Bitcoin target by $65,000, signaling cautious optimism amid volatile macro conditions.
Author: Chirag Sharma
December 1, 2025. Strategy Bitcoin accumulation machine showed no signs of slowing as the company disclosed a new purchase of 130 BTC. At the same time, the firm reduced its internal 2025 year-end Bitcoin forecast, adjusting from October’s $150,000 target to a more conservative $85,000 to $110,000 range.
The dual update offers a measured signal to markets. Strategy remains committed to Bitcoin as a long-term reserve asset, yet acknowledges that macroeconomic turbulence and delayed rate cuts are likely to moderate near-term upside.
The revised forecast appeared in a regulatory filing and reflects shifting institutional sentiment. Inflation remains above target, bond markets show limited confidence in aggressive easing, and regulatory uncertainty continues to weigh on U.S. crypto firms.
Michael Saylor has long maintained that Bitcoin’s institutional era would unlock trillions in inflows. While he still projects multi-trillion-dollar adoption over the decade, Strategy’s updated forecast suggests a more gradual ramp. Even the lower band implies strong performance from current levels around $63,000, but the adjustment signals a pragmatic shift toward realism.
Despite the softened outlook, Strategy continues its dollar-cost-averaging approach with conviction. Monday’s 130-BTC acquisition, worth about $8.2 million, lifts total reserves to approximately 255,130 coins. That equates to nearly 1.3 percent of Bitcoin’s fixed supply.
Below is the company’s disclosed 2025 purchase activity:
Strategy’s treasury now exceeds $16 billion at current valuations, surpassing its own market capitalization.
Strategy’s moves often ripple beyond its own balance sheet. ETF issuers, miners, and corporate treasuries track the firm’s decisions as a directional signal. Monday’s purchase shows continued high-time-preference demand, while the target cut sets more conservative expectations for next year’s market structure.
The company now represents a historic anomaly: a public firm whose Bitcoin holdings exceed 120 percent of its market value. Whether this becomes a model for future treasuries or a cautionary tale depends on where Bitcoin closes 2025 relative to the newly adjusted range.
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