Strategy Plans to Hold BTC Until 2065: An Era Signal of Bitcoin Long-Termism

On December 9, the price of Bitcoin fell below the key psychological level of $90,000. According to data from the Gate platform, the latest Bitcoin quote is $89,515.30, down 1.75% in the past 24 hours.

Meanwhile, Strategy CEO Phong Le explicitly stated in a recent interview that the company plans to hold Bitcoin until at least 2065 and will continue its long-term accumulation strategy. This four-decade commitment provides a structural perspective during the current turbulent market.

01 Market Volatility

In December 2025, the cryptocurrency market is experiencing a typical macro-driven period. During early trading on December 9, Bitcoin once fell below $90,000, hitting a low of $89,870.

Amid this volatility, the entire cryptocurrency market is showing complex technical characteristics. Bitcoin is currently in an 18-month cup-and-handle pattern, a medium-to-long-term bullish technical formation, but recent price corrections have brought it close to the pattern’s bottom.

Against this backdrop, there is obvious short-term pressure in the market. According to analysis, the probability of Bitcoin rebounding above $100,000 is about 28.8%, while the likelihood of dropping further to the $82,000 low is as high as 57%.

02 Long-Term Commitment

In an environment where the market is mainly focused on short-term price fluctuations, Strategy has announced its plan to hold Bitcoin until at least 2065. This time span crosses four Bitcoin halving cycles, demonstrating an asset allocation philosophy that transcends market cycles.

In his statement, Phong Le specifically emphasized that even as the spot Bitcoin ETF market matures, Strategy stock remains one of the most important proxies for investors to gain Bitcoin exposure.

It is worth noting that this statement from Strategy was made during a period of heightened Bitcoin price volatility and tightening market liquidity. According to related analysis, this declaration has helped stabilize market sentiment to some extent.

03 New Market Logic

As Bitcoin’s market structure evolves, traditional analytical frameworks are being reassessed. Bitcoin’s market cap has reached $1.86 trillion, surpassing some traditional financial giants.

In 2025, global liquidity has a significantly increased influence on Bitcoin prices, with the correlation coefficient between Bitcoin prices and global broad money supply (M2) reaching as high as 0.91.

At the same time, institutional investors have become the main participants in the market. These institutions focus on macroeconomic indicators such as Federal Reserve interest rate expectations and CPI data, rather than traditional Bitcoin halving cycles, when making decisions. This shift in market structure provides rationale for long-term holding strategies adopted by companies like Strategy.

04 Institutional Revaluation of Bitcoin’s Value

From a macro perspective, Bitcoin is undergoing a transformation from a fringe asset to a mainstream allocation asset. Wall Street, through spot ETFs, has become the primary source of incremental funding for Bitcoin, and some sovereign wealth funds and national central banks have started discussing including it on their reserve candidate lists.

A 2025 study by Cardiff University further reveals Bitcoin’s value attributes. The research shows that although gold and Bitcoin prices are generally positively correlated, when controlling for other factors, a standalone rise in gold prices actually leads to a roughly 3.6 percentage point drop in Bitcoin prices.

This means that, in the eyes of institutional investors, Bitcoin and gold are more substitutive than simply linked. This complex interaction further supports the strategy of treating Bitcoin as an independent asset class for long-term allocation.

05 The Practical Significance of Long-Termism

Strategy’s commitment to holding Bitcoin until at least 2065 is, in fact, a practice based on new market logic. As the Bitcoin market enters the “post-ETF era,” such a long-term strategy has multi-faceted practical significance.

An institutionalized market structure has already changed Bitcoin’s price formation mechanism. The influence of the traditional four-year halving cycle has dropped from a dominant to a secondary factor, while the importance of the global liquidity environment now exceeds 80%.

According to ARK Invest’s forecast, even in a bear case, Bitcoin is expected to reach $300,000 by 2030, with a neutral forecast of $710,000 and a bull case prediction as high as $1.5 million.

The following table summarizes recent Bitcoin market performance and key institutional viewpoints:

This long-term perspective means investors may need to recalibrate their expectations. Rather than trying to capture every market fluctuation, establishing a cyclical-spanning position strategy may be more effective.

Outlook

Bitcoin’s price on the Gate platform is shown as $89,515.30, with the Fear & Greed Index at just 22/100, indicating that market sentiment has entered the “extreme fear” zone. Meanwhile, ARK Invest predicts Bitcoin’s bear case target price in 2030 to be $300,000, more than triple its current price.

Outside Phong Le’s office window, global capital is re-evaluating the long-term value of every asset. On the screen behind him, a forty-year timeline has already unfolded, with 2025 as just the first milestone.