Just 16% Profit? Peter Schiff Challenges Strategy’s Billion-Dollar Bitcoin Bet
Michael Saylor’s Strategy, previously of MicroStrategy, continues its resolve to build up Bitcoin, progressively strengthening its place on the helm of public firms holding BTC.
Likewise, Tom Lee’s BitMine applied sciences is pulling its weight on the Ethereum entrance, additionally main public firms holding ETH.
Peter Schiff Critiques Strategy’s Multi-Billion Bitcoin Holdings
Last week, Strategy bought a further 1,229 BTC for roughly $108.8 million at a mean value of $88,568 per coin. This brings the corporate’s complete Bitcoin holdings to 672,497 BTC, acquired at a mean value of $74,997 per Bitcoin and valued at roughly $50.44 billion.
Strategy reports a BTC yield of 23.2% YTD 2025, sitting on an unrealized revenue of $8.31 billion, or roughly 16% over 5 years.
Despite these staggering numbers, investor and gold maxi Peter Schiff voiced skepticism over the Strategy’s returns. Schiff highlighted {that a} 16% paper revenue over 5 years interprets to a mean annual return of simply over 3%, a determine he described as underwhelming in comparison with traditional asset classes.
“MSTR would have been a lot better off had Saylor purchased nearly another asset as a substitute of Bitcoin,” wrote Schiff, framing the Bitcoin accumulation as a doubtlessly inefficient allocation of capital.
While Schiff questions the effectivity of Strategy’s Bitcoin holdings, the corporate’s method displays a broader development of institutional accumulation within the crypto market.
MicroStrategy’s long-term buy-and-hold strategy mirrors confidence in Bitcoin as a retailer of worth, even amid debates over opportunity cost and realized returns.
Tom Lee’s BitMine Pushes Toward ‘Alchemy of 5%’ Ethereum Goal
Parallel to Strategy’s Bitcoin performs, Tom Lee’s BitMine Immersion (BMNR) is making vital strikes in Ethereum.
BitMine bought a further 44,463 ETH final week, bringing its complete holdings to 4,110,525 Ether tokens, valued at $12.02 billion. This represents 3.41% of the full ETH provide.
Additionally, BitMine holds 408,627 staked ETH, with its MAVAN staking answer on observe for a Q1 2026 launch.
BitMine’s complete crypto, money, and “moonshots” holdings now complete $13.2 billion, together with $1 billion in money and $23 million in different strategic investments.
The firm is supported by institutional investors such as ARK’s Cathie Wood, Founders Fund, Pantera, Galaxy Digital, Kraken, and private investor Tom Lee. BitMine has additionally established itself as some of the broadly traded US stocks, with a mean each day buying and selling quantity of $980 million, rating #47 amongst 5,704 listed shares.
The contrasting approaches of Strategy and BitMine spotlight an ongoing debate within the institutional crypto enviornment. While Strategy focuses on Bitcoin accumulation, BitMine aggressively expands its Ethereum treasury and staking operations.
Both methods sign rising institutional confidence in digital property, however Schiff’s critique highlights the strain between holding for long-term beneficial properties and evaluating realized funding effectivity.
BitMine will host its Annual Stockholder Meeting on the Wynn Las Vegas on January 15, 2026, with key proposals geared toward attaining its “Alchemy of 5%” strategic plan in ETH.
Meanwhile, Strategy continues to quietly amass Bitcoin, sustaining its place as the biggest BTC treasury globally. This is regardless of the prevailing risks associated with MSCI exclusion.
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