Strategy’s Bitcoin Holdings Near Big Tech Cash as BTC Hits Record

Institutions Accelerate Digital Asset Adoption as Strategy's Bitcoin Holdings Near $80B and ICE Bets on Blockchain Prediction Markets

  • Strategy’s Bitcoin holdings have grown to nearly $80 billion, almost matching the cash reserves of leading tech firms.
  • Bitcoin reached a new peak price above $126,000, attracting more institutional interest.
  • Intercontinental Exchange (ICE) invested $2 billion in blockchain prediction market Polymarket, now valued at about $9 billion.
  • Rezolve AI acquired Smartpay, processing over $1 billion in Tether (USDT) payments in the past year, showing stablecoin growth in global payments.
  • Plume Network registered as a transfer agent with the SEC to enable on-chain management of tokenized real-world assets.

Strategy, under chairman Michael Saylor, has expanded its Bitcoin treasury to nearly $80 billion as Bitcoin hit a new record high above $126,000 this week. This growth has brought the company’s Bitcoin reserve close to the cash and equivalents held by top firms such as Amazon, Microsoft, and Google’s parent, Alphabet.

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According to reports, Strategy now holds roughly 640,000 Bitcoins, making its digital asset treasury one of the largest among public companies. The surge in Bitcoin’s price is attracting new institutional attention as companies look for assets that could protect against the weakening value of the U.S. dollar.

Meanwhile, the parent company of the New York Stock Exchange, Intercontinental Exchange (ICE), has invested $2 billion in Polymarket. This decentralized prediction platform is now valued at nearly $9 billion after the investment. Polymarket gained attention for its role in tracking the 2024 U.S. presidential election, and the firm is working with the Commodity Futures Trading Commission (CFTC) to explore its return to the U.S. market.

Rezolve AI, a public e-commerce and Artificial Intelligence platform, has acquired fintech company Smartpay. Smartpay has handled over $1 billion in Tether (USDT) stablecoin payments in the past year, mainly operating in Latin America and Central Africa. The Smartpay platform lets customers pay with stablecoins while merchants receive settlements in their local currency, helping drive stablecoin adoption in regions facing currency volatility.

In another development, Plume Network has registered as a transfer agent with the U.S. Securities and Exchange Commission. This move allows the blockchain firm to record ownership changes and manage shareholder records for real-world asset tokenization on-chain. According to Plume, this step will bring more transparency and efficiency to managing digital versions of physical assets under U.S. securities regulations.

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These developments mark a broad shift, as institutional players move beyond observation and take direct roles in digital assets, prediction markets, and stablecoin-powered finance.

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