Saylor’s Bitcoin stash will be very hard for anyone to match: Pomp

cointelegraphPublished on 2025-12-17Last updated on 2025-12-17

Abstract

Anthony Pompliano, a Bitcoin entrepreneur, stated that Michael Saylor’s company, MicroStrategy, has accumulated such a significant amount of Bitcoin over time that it is highly unlikely any public company will be able to match its holdings. MicroStrategy currently owns 671,268 BTC, valued at approximately $58.61 billion, representing about 3.2% of Bitcoin’s total supply. Pompliano noted that while it's technically possible for another firm to catch up, the financial scale required—given MicroStrategy’s early and substantial purchases—makes it improbable. He also addressed concerns about the company's potential influence on Bitcoin’s price but highlighted that CEO Phong Lee has stated they do not plan to sell any Bitcoin until at least 2065. The company’s large purchases are conducted via over-the-counter desks to avoid market disruption.

Michael Saylor’s Strategy has been buying so much Bitcoin for so long that it is unlikely any public company will be able to catch up, according to Bitcoin entrepreneur Anthony Pompliano.

“Very hard to see that happening,” Pompliano said on The Pomp Podcast published to YouTube on Tuesday.

Strategy holds 671,268 Bitcoin (BTC) out of the total 21 million supply, valued at about $58.61 billion at the time of publication, according to Saylor Tracker. Strategy announced Monday that it acquired 10,645 Bitcoin for $980.3 million, paying an average price of $92,098 per coin.

“Is it possible? Absolutely. Is it likely? I don’t think so,” he said. Strategy holds around 3.2% of Bitcoin’s supply, which Pompliano said is “a big number, but it’s also a small number.”

“It’s not like they own 10%,” he said.

Strategy’s Bitcoin holdings have caused some concerns

However, Pompliano said that there are certain things that public companies could do, such as “tap capital markets,” but said that Saylor’s initial Bitcoin purchase in 2020 totaled around $500 million, when Bitcoin was trading between $9,000 and $10,000.

Strategy’s Bitcoin holdings is worth $58.16 billion at the time of publication. Source: Saylor Tracker

That purchase alone is now worth over $4.8 billion as Bitcoin is now trading at $87,578.

“So if you have 9X or 10X the amount of money for every purchase that they made, you gotta raise hundreds of billions of dollars, or you got the greatest business in the world that’s throwing hundreds of billions of dollars,” he said.

Strategy unlikely to sell Bitcoin until 2065: CEO

Pompliano also addressed concerns around Strategy’s growing share of Bitcoin holdings, explaining that some observers worry about the company’s potential ability to influence the price of the asset.

However, Strategy CEO Phong Lee recently told CNBC that the company probably won’t sell any Bitcoin until at least 2065. Meanwhile, Saylor has often said in X posts that he is “going to be buying the top forever.”

Related: Crypto ETPs to enter ‘cheesecake factory’ era in 2026: Bitwise

Many market participants view Strategy’s Bitcoin purchases as a bullish signal for Bitcoin’s price. However, the company executes its significant purchases through over-the-counter (OTC) desks, which are designed to absorb large flows without impacting the market.

Magazine: Big questions: Would Bitcoin survive a 10-year power outage?

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