Capital Group’s $6B Bitcoin Gamble: A Tale of Greed, Gurus, and Gimmicks 🚀💰

A 94-year-old mutual fund titan, renowned for its cautious approach to investing, has inexplicably thrown caution to the wind, transforming a $1 billion bet on Bitcoin-related stocks into a $6 billion bonanza. One might say they’ve finally embraced the future-or perhaps they’ve just joined the latest trend, which, as we all know, is as reliable as a barometer in a hurricane 🌪️.

Mark Casey, a portfolio manager with 25 years of experience, who claims his investment philosophy is shaped by the likes of Benjamin Graham and Warren Buffett, now finds himself captivated by Bitcoin, which he calls “one of the coolest things ever created by people” – a sentiment that would make even the most ardent tech bro blush 😎. “I just love Bitcoin,” he declared during a podcast with Andreessen Horowitz, as if the digital asset were a long-lost lover rather than a volatile, speculative bubble 🤡.

Over the past four years, Capital Group has built its exposure through investments in so-called Bitcoin treasury companies, public firms that accumulate and hold Bitcoin on their balance sheets. One might say they’ve found a new way to “invest” – or perhaps they’ve simply joined the latest trend, which, as we all know, is as reliable as a barometer in a hurricane 🌪️.

Capital Group’s biggest Bitcoin bet is on Strategy

Capital Group’s most notable holding is in Strategy (formerly MicroStrategy), the software firm that has been transformed into a Bitcoin vehicle by its founder, Michael Saylor. In 2021, they acquired a 12.3% stake for over $500 million, which, after some share dilution and trimming, is now worth $6.2 billion. A testament to the power of… well, whatever this is 🤯.

Casey insists they analyze these companies as they would any commodity, like gold or oil. One can only imagine the internal meetings: “But what if the price drops? What if it’s not a commodity? What if it’s a fad?” – but no, they’re too busy counting their Bitcoin tokens to worry about such trivialities 📈.

Capital Group’s Bitcoin exposure also includes a 5% stake in Japan-based Metaplanet, a hotel operator-turned-Bitcoin holder, and shares of mining company Mara Holdings. One wonders if their next move is to start accepting Bitcoin for room bookings – or perhaps they’ll just hoard it like a dragon with a new treasure 🐉.

Corporate Bitcoin treasuries top 1 million BTC

As CryptoMoon reported, corporate Bitcoin treasuries now hold over 1 million BTC, worth more than $117 billion. Michael Saylor’s Strategy is the top holder, followed by Mara Holdings. Newcomers like XXI and Bitcoin Standard Treasury are quickly gaining ground, while firms like Metaplanet, Bullish, and Coinbase round out the top 10. It’s a brave new world where even hotels are investing in digital gold 🏨💰.

Looking ahead, companies like Metaplanet and Semler Scientific have revealed aggressive accumulation targets, aiming to acquire 210,000 BTC and 105,000 BTC by 2027. One can only hope they’re not planning to use the Bitcoin for anything practical, like, say, paying rent or buying groceries. Let’s just say, the future is bright – or at least, the price is 🚀.

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2025-09-14 14:20