Bitcoin posted a strong rally during Tuesday evening trading, breaking above the $95,000 mark and moving close to its highest level in nearly two months. The main catalyst came from a large-scale purchase announcement by MicroStrategy—the world’s largest corporate holder of Bitcoin—while stable U.S. inflation data further reinforced positive investor sentiment.
The world’s largest cryptocurrency rose about 4.4%, trading around $95,280 by the end of the session, after briefly touching an intraday high of $96,033.
Bitcoin’s rally followed shortly after MicroStrategy Inc. (NASDAQ: MSTR), founded by Michael Saylor, disclosed that it had acquired an additional 13,627 bitcoins at an average price of approximately $91,519 per coin, with a total transaction value of around $1.25–$1.3 billion.
This purchase brings MicroStrategy’s total Bitcoin holdings to 687,410 coins, further cementing its position as the largest corporate Bitcoin holder globally. It also marks the company’s largest Bitcoin acquisition since July 2025 and was financed through the issuance of common and preferred shares.
MicroStrategy’s return to large-scale buying has helped ease recent market concerns that the company might be slowing its Bitcoin accumulation. Since mid-December, MicroStrategy had only carried out relatively small purchases, prompting speculation that its long-term strategy could be shifting.
The latest move signals that management remains firmly committed to viewing Bitcoin as a strategic reserve asset, despite short-term market volatility and ongoing macroeconomic uncertainty.
Beyond institutional inflows, Bitcoin also drew support from U.S. consumer price index (CPI) data for December. The figures came in largely in line with market expectations, while core CPI was slightly below forecasts but broadly unchanged from the previous month.
The data suggest that inflation in the United States remains on a stable trajectory, easing pressure on the Federal Reserve’s monetary policy stance.
While the CPI release did little to alter expectations that the Federal Reserve will keep interest rates unchanged at its late-January meeting, the absence of upside inflation surprises helped improve overall market sentiment. Against this backdrop, risk assets such as technology stocks and cryptocurrencies saw a broad-based recovery.
Bitcoin’s gains quickly spread across the wider cryptocurrency market. Ether, the world’s second-largest cryptocurrency, climbed more than 7% to around $3,322, while XRP advanced nearly 5%, reflecting a renewed sense of optimism following a prolonged consolidation phase.
MicroStrategy’s latest Bitcoin purchase once again highlights the growing influence of institutional capital in shaping cryptocurrency market trends. The participation of publicly listed companies and large financial players is gradually reshaping market structure, reinforcing Bitcoin’s status as a strategic alternative investment asset.
Despite the constructive short-term momentum, analysts caution that the cryptocurrency market continues to face significant risks. Federal Reserve policy decisions, global macroeconomic developments, and evolving regulatory frameworks will remain key variables influencing price trends in the period ahead.
Bitcoin’s move above $95,000 underscores how the combination of institutional capital inflows and a stable macroeconomic backdrop is providing meaningful support to the cryptocurrency market. MicroStrategy’s large-scale purchase not only boosts prices in the near term but also strengthens investor confidence in Bitcoin’s long-term role within the global financial landscape.
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