Capital Group transforma aposta de US$ 1 bilhão em Bitcoin em lucro estratosférico de US$ 6 bilhões

Gigante financeiro mostra como se faz dinheiro de verdade enquanto bancos tradicionais ainda discutem regulamentação.

Estratégia ousada

Enquanto gestores conservadores hesitavam, a Capital Group mergulhou de cabeça no mercado de criptomoedas. Alocou recursos massivos no Bitcoin antes da grande valorização—movimento que bancos tradicionais considerariam "muito arriscado".

Execução implacável

A equipe não ficou observando gráficos—agiu com convicção institucional. Comprou nas quedas, manteve nas volatilidades e vendeu no pico. Estratégia simples, mas que exigiu estômago forte e visão de longo prazo.

Resultados que falam por si

Seis vezes o investimento original em retorno. Números que fazem o rendimento de títulos públicos parecer troco de pinga—e deixam analistas de Wall Street comendo poeira.

O mercado reage

Notícia do lucro monumental já está causando ondas no setor. Fundos concorrentes correm para criar suas próprias divisões cripto—típico movimento de manada financeira, sempre atrás do bonde andando.

Lição para o setor

Enquanto a velha guarda financeira ainda discute se criptomoedas são modinha passageira, visionários estão acumulando fortunas. A Capital Group provou que, às vezes, é melhor pedir desculpas depois que permissão—especialmente quando se trata de lucrar bilhões.

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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