Key Insights
- •MicroStrategy (MSTR) stock achieves its first green week in 6-weeks.
- •Vanguard discloses $505 million investment in MicroStrategy (MSTR).
- •An overview of MicroStrategy's Bitcoin investments in 2025.
Is MicroStrategy (MSTR) stock finally ready to embrace recovery after its bearish dominance in the second half of 2025? The crypto stock just concluded perhaps its most important weeks for the bulls in their attempt to reclaim dominance.
MSTR stock may finally be ready to commence its march towards recovery after its heavy discount in H2 2025. The stock price pulled off a 10% uptick in the last 5 business days.
The rally marked its first green candle in the last 6 weeks, and its first real attempt at recovery after leveling out in December. This was also the first time that the MicroStrategy stock attempted recovery from the oversold zone on the weekly chart.
MicroStrategy stock looks like it could be on the verge of a recovery. However, further upside may require more demand, especially for Bitcoin, whose rally would put MSTR stock price on track to achieve a robust recovery.
Vanguard May Have Contributed to the Recent MSTR Stock Rally
Demand for the MicroStrategy stock has been making a comeback, especially after Bitcoin price embraced some recovery recently. Vanguard just revealed that it recently acquired MSTR crypto stock valued at $505 million.
The disclosure highlighted the growing institutional demand for MicroStrategy. This is because the Bitcoin firm has been offering it as one of the best alternative routes to Bitcoin exposure for institutions.
Vanguard’s exposure also sent a message to the crypto community. Both Bitcoin and MSTR stock were trading at a large enough discount to gain the attention of some of the biggest institutional investment companies.
Vanguard is currently one of the numerous companies that have so far secured exposure to Bitcoin through MSTR stock. Some of the other major firms include Jane Street, which currently owns 16 million shares, Vanguard at 14 million shares, and Capital International, which currently holds roughly 15 million MSTR shares.
These companies underscore the prevailing demand for exposure to MicroStrategy stock and its potential upside. It is also a nod to Bitcoin as an alternative investment that is going mainstream.
MicroStrategy Reveals Its Bitcoin Investment in 2025
Although MSTR stock demand has been rising, its discounted price reflects the unfavorable market outcome in the second half of 2025. Despite this, MicroStrategy stuck to its guns and kept raising more funds, which it used to acquire more BTC.
The company recently revealed that it raised $25.3 billion in the 2025 financial year. This was notably higher than the $22.6 billion that the company raised in the previous year.
MicroStrategy reportedly secured $16.3 billion of the funds raised during the FY25 through MSTR. The rest was from preferred stock and convertible debt.
These data points offer a rough idea of the level of liquidity that the company secured from its stock sale. In other words, MicroStrategy still managed to attract a lot of investment even as the stock price plummeted.
MSTR stock currently sits at a 53% discount in the last 12 months and a -39% net return in the last 3 months. MicroStrategy currently holds over 687,000 BTC and expects to continue accumulating indefinitely.
Meanwhile, MSTR crypto stock price could be headed for another bullish pivot if Bitcoin continues to push higher. However, an opposite outcome could unravel MSTR’s recent gains and possibly push it lower.