Capital Group’s $1B Bitcoin Gamble Nets Stunning $6B Windfall
Wall Street giant Capital Group just pulled off one of the most spectacular crypto trades in history—turning a billion-dollar Bitcoin bet into a six-billion-dollar payday.
The Ultimate Contrarian Play
While traditional finance skeptics were still dismissing Bitcoin as a speculative bubble, Capital Group's massive position quietly appreciated 500%—proving once again that the biggest rewards often go to those willing to ignore the conventional wisdom.
Timing the Digital Gold Rush
The firm's strategic accumulation during market uncertainty positioned them perfectly to capture Bitcoin's meteoric rise. Their patience paid off handsomely as institutional adoption surged and regulatory clarity emerged.
Redefining Portfolio Strategy
This monumental return demonstrates how digital assets are reshaping modern investment approaches. Traditional 60/40 portfolios suddenly look downright conservative compared to crypto-enhanced strategies delivering triple-digit returns.
Wall Street's wake-up call just got louder—while crypto skeptics count their single-digit bond yields, forward-thinking institutions are counting their billions. Sometimes the smartest money follows the boldest bets.
Capital Group turns $500M Bitcoin Bet into $6.2B payday
Capital Group’s most prominent Bitcoin-linked investment is in Strategy (formerly MicroStrategy), the software company turned Bitcoin vehicle under founder Michael Saylor.
In 2021, the firm purchased a 12.3% stake in Strategy for more than $500 million. That holding, now diluted to 7.89% through share issuance and modest trimming, is valued at roughly $6.2 billion after Strategy’s stock skyrocketed more than 2,200% over the past five years.
Beyond Strategy, Capital Group also holds a 5% stake in Japan-based Metaplanet, a hotel operator that pivoted to Bitcoin, and shares in mining company Mara Holdings.
Public firms hit 1M BTC milestone as buying spree slows
Public companies’ Bitcoin holdings crossed the 1 million BTC milestone in August, yet overall accumulation slowed compared to July—a pause that coincided with Bitcoin’s bull market losing momentum.
According to the latest Bitcoin Treasuries Adoption Report, tracked treasury entities added 47,718 BTC ($5.2 billion) last month, less than half of July’s 100,000+ BTC haul. That brought total holdings across public companies, private firms, governments, and ETFs to 3.68 million BTC, valued at around $400 billion month-end. The 1.2% monthly increase marked a sharp slowdown from July’s 4.6%.
The relaxation in corporate purchases of BTC may explain why the surge higher towards $123,000 was not sustained. In mid-August, bitcoin reached an all-time high but plummeted by more than 11.5% by the month’s end to less than $109,000.
The slowdown happened despite aggressive fundraising announcements. Treasury stocks WOULD see more than $15 billion in new equity raised, including Strategy (MSTR), KindlyMD (NAKA), and Metaplanet (3350). Those commitments have not yet translated into immediate purchases, creating a split between fundraising headlines and actual market reality.
MicroStrategy, rebranded as Strategy, remains the largest corporate holder with 636,505 BTC. MARA Holdings follows with more than 52,000 BTC. New entrants such as XXI and Bitcoin Standard Treasury are rapidly climbing the leaderboard, while firms including Metaplanet, Bullish, and Coinbase round out the top 10.
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