Michael Saylor’s Strategy has once again expanded its Bitcoin war chest — purchasing 130 BTC for $11.7 million between November 17 and 30, 2025.
The acquisition strengthens Strategy’s position as the world’s largest corporate Bitcoin holder, raising its total holdings to 650,000 BTC.

This move comes during a period of heightened market volatility, signaling the company’s unwavering long-term conviction in Bitcoin as a core treasury asset.

Strategy Accelerates Its Bitcoin Accumulation

Strategy, led by Executive Chairman Michael Saylor, announced the latest Bitcoin purchase through Saylor’s update on X (Twitter). The company continues to deploy cash reserves strategically, following a model that prioritizes long-term BTC accumulation regardless of short-term market noise.

Saylor reiterated the firm’s mission, stating:
“Our strategy is long-term. Our conviction in Bitcoin is unwavering.”

This newly added 130 BTC is part of an ongoing series of purchases that have turned Strategy into the leading institutional force behind Bitcoin adoption.

Market Impact: Strategy Solidifies Its Corporate Bitcoin Dominance

Strategy’s consistent buying has become a key sentiment driver within the crypto market. Despite recent price turbulence and shifting profit expectations, the company continues to position Bitcoin at the center of its treasury strategy.

Key impacts include:

• Reinforced institutional trust in Bitcoin as a long-term reserve asset
• Heightened market attention to Strategy’s buying patterns
• Strengthened corporate Bitcoin adoption narrative across traditional finance

Analysts note that Strategy’s strong cash position, including a $1.44B reserve for dividend support, gives the company considerable runway to continue accumulating regardless of market conditions.

A Long-Term Bitcoin Vision

The purchase aligns with Strategy’s broader outlook:
Bitcoin is not a speculative asset — it is the foundational monetary network of the future.

By increasing its holdings even during uncertain market phases, Strategy signals:

• Confidence in Bitcoin’s long-term appreciation
• Trust in decentralized digital assets over traditional monetary systems
• Commitment to expanding its role in shaping corporate Bitcoin treasury standards

Historical behavior shows that Saylor’s team buys through dips, consolidations, and even rallies — adhering to a disciplined, multi-year strategy rather than short-term speculation.

The Sei ecosystem is heating up — and SEI holders are no longer satisfied with passive staking alone. According to analyst Tanaka, a growing number of users are shifting away from basic staking and moving toward liquidity-supported, multi-platform strategies to maximize their returns across Sei’s rapidly expanding network.

A New Wave of SEI Yield Optimization

Tanaka explained that his yield began rising only after he moved from standard SEI staking (which offered roughly 6.08% APY) into more advanced strategies involving iSEI and rSEI, two of the most active yield-bearing assets on the Sei Network.

He highlighted that iSEI, issued by Silo, maintains liquidity even with its 21-day unbonding period — a key advantage over traditional staking. That liquidity allowed him to use iSEI as collateral across platforms like Takara Lend and Yei Finance, enabling a looping strategy.

Using iSEI at 50–60% LTV, Tanaka borrowed USDC or SEI and deposited those funds into SailorFi liquidity pools, which provided yields between 10–12%. Weekly compounding helped him maintain net returns in the 15–20% range even after accounting for borrowing costs.

rSEI Becomes a Core Yield Asset

Beyond iSEI, Tanaka pointed to rSEI—Sei’s native restaked asset—as the real driver of long-term yield opportunities. rSEI is minted through Rubicon Staking and is directly supported by the Sei Foundation, which has helped increase its adoption.

Tanaka kept 10% of his rSEI as a safety buffer and deployed 70% across lending platforms such as Yei Finance and Takara Lend, where he earned 7–9% APY.

He then borrowed again at 50–60% LTV and cycled those funds into SailorFi pools and Folks Finance, stacking additional returns. To manage these layered positions, he monitored everything on Zerion and used Symphony for swapping his accumulated rewards.

November Was a Milestone Month for Sei

Tanaka linked these strategies to Sei’s accelerating ecosystem growth throughout November, calling it one of the network’s strongest months so far.

Among the highlights:

• Binance officially joined as a validator
• SEI listings expanded across Robinhood, BinanceUS, OKX and OKJ
• DTCC listed Canary’s staked SEI ETF, boosting institutional visibility
• Sei crossed 4 billion lifetime transactions
• Monaco Protocol integrated Chainlink price feeds
• Sei joined the Solana Policy Institute, expanding policy alignment
• A new mobile finance app for SEI is reportedly in development

Tanaka noted that this broader infrastructure growth provided the confidence — and liquidity — needed for more advanced yield strategies to thrive.

Animoca Brands has entered a strategic partnership with blockchain infrastructure provider Rayls, setting the stage for a major expansion in the tokenization of real-world assets (RWAs). The collaboration aims to connect traditional finance with decentralized finance (DeFi) by leveraging institutional-grade settlement, privacy tools, and cross-chain infrastructure.

Building a Scalable RWA Tokenization Pipeline

Through this agreement, Animoca Brands will identify suitable asset classes and issuers that can be tokenized using Rayls’ infrastructure. The company will also help shape the economic, technical, and privacy frameworks required for compliant real-world asset tokenization.

Rayls, in turn, will supply settlement infrastructure, private transaction rails, and multi-chain bridge technology. This ensures that tokenized RWAs can move securely and efficiently across blockchain networks.

A key component of the partnership is NUVA, a chain-agnostic vault marketplace that will distribute Rayls-tokenized assets. NUVA’s platform is designed to boost liquidity and investor engagement by offering streamlined access to yield-enhancing, compliant RWA products.

Driving Institutional Adoption of On-Chain Assets

Rayls co-founder and Parfin CEO Marcos Viriato said the partnership aims to accelerate institutional adoption of tokenized financial products. With the support of Animoca Brands’ global ecosystem, the collaboration seeks to onboard traditional finance players while enhancing transparency and reliability in crypto markets.

Animoca Brands Group President Evan Auyang highlighted that combining Rayls’ settlement infrastructure with Animoca’s network and NUVA’s vault tech could unlock tokenization opportunities worth trillions of dollars in real-world assets.

This partnership reflects an industry-wide shift toward institutional-grade DeFi—where traditional assets like credit, treasury instruments, commodities, and private market products become tokenized and available on secure, programmable blockchains.

Broader Animoca Momentum

Beyond RWAs, Animoca Brands recently partnered with Chess.com to integrate the $CHECK token as the native utility asset for its gaming ecosystem, reinforcing the company’s multi-sector Web3 expansion strategy.