Bitcoin Power Play: $64B BTC Strategy Smashes Into Russell Top 200 Value Index

Wall Street’s old guard just got a crypto wake-up call.

A $64 billion Bitcoin war chest has bulldozed its way into the Russell Top 200 Value Index—proving digital gold can play the institutional game better than most legacy assets. The index, a bastion of traditional finance, now carries the ultimate hedge against monetary debasement in its vaults.

Value investing’s new disruptor

Forget discounted cash flows. The strategy’s inclusion flips the script on what constitutes 'value' in 2025—liquidity, scarcity, and a 16-year track record of destroying fiat currencies. Analysts whisper about passive funds now getting indirect BTC exposure through their vanilla index products (irony duly noted).

The kicker? This isn’t some crypto-native upstart. It’s a cold-blooded allocation play that makes goldbugs look underdiversified. When your 'value' asset appreciates 1,200% in a decade while yielding exactly zero, maybe the textbooks need revising.

Another brick in the wall—the one separating monetary dinosaurs from their extinction event.

Decoding Strategy’s Russell Top 200 Value Index inclusion

According to index provider FTSE Russell, Strategy has been added to the Russell Top 200 Value Index, an exclusive club of large-cap U.S. companies traditionally defined by stable earnings, low price-to-book ratios, and reliable dividends.

The inclusion is a watershed moment for Bitcoin’s maturation as an institutional asset, placing a company holding 597,325 BTC alongside blue-chip value stocks like Berkshire Hathaway, JPMorgan Chase, and ExxonMobil.

The juxtaposition is jarring but telling. While these companies generate cash flows from tangible assets or services, Strategy’s value proposition hinges on a digital asset with no earnings, suggesting that in an era of fiscal uncertainty, Bitcoin’s programmatic scarcity is being priced like a hard asset.

The index’s methodology, which prioritizes low P/E ratios and book value, makes Strategy’s inclusion even more striking. The company’s 19.7% BTC yield in 2025 likely offset concerns about its lack of conventional value metrics, signaling that scarcity itself is becoming a measurable financial primitive.

The inclusion is also a litmus test for how Wall Street now views crypto-native treasury models. For years, critics dismissed corporate BTC treasuries as gimmicks. Now, with a 19.7% YTD yield and a seat at the value investing table, the argument is shifting.

The question is no longer whether Bitcoin belongs on a balance sheet—but how many will follow Strategy’s lead.