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MSTR Surges 8% as IRS Exempts Bitcoin Gains From New Tax

MicroStrategy Soars as US Treasury Exempts Bitcoin Gains from Corporate Minimum Tax

  • MicroStrategy shares rose 8% after new US Treasury guidance exempted the company from a large tax bill.
  • The company’s market cap increased by over $8 billion, making it a top stock performer in the last two days.
  • New IRS rules state that unrealized gains on digital assets will not count toward the corporate minimum tax for MicroStrategy.
  • The company holds more than $74 billion in Bitcoin and $27 billion in unrealized gains.
  • MicroStrategy share price is also supported by a continued rise in bitcoin’s value since late September.

MicroStrategy stock increased sharply on Thursday after the US Treasury and IRS issued updated rules removing the company’s liability for a previously expected billion-dollar tax bill. The company, led by Michael Saylor, gained over $8 billion in market value as its shares climbed 8% for the day.

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The change comes after the administration clarified that unrealized capital gains on digital assets, including bitcoin, would not be used to calculate the 15% Corporate Alternative Minimum Tax (CAMT) for large companies. MicroStrategy confirmed in a statement that the new guidance means it will not have to pay the CAMT based on its bitcoin holdings.

“Pursuant to the Interim Guidance, the Company plans to exclude its unrealized gains and losses from the calculation of its AFSI for purposes of determining whether it is subject to CAMT,” the company explained in its latest regulatory filing. “As a result, the Company no longer expects to become subject to CAMT due to unrealized gains on its bitcoin holdings.”

Year to date, MicroStrategy shares are up 17%. Over the last calendar year, the company’s stock has risen more than 109%. MicroStrategy, with over $74 billion in bitcoin held and more than $27 billion in unrealized gains, remains closely tied to fluctuations in bitcoin prices.

The rally in MicroStrategy stock also parallels a recent increase in bitcoin value. Since September 30, the price of bitcoin has risen 4.6% and exceeded $120,500. As a company often used as a leveraged play on bitcoin, MicroStrategy stock has shown stronger performance relative to bitcoin over certain periods. The company may continue to benefit if bitcoin prices remain strong or climb further.

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