National Bank of Canada Invests Heavily with $273 Million Strategy: How Traditional Giants Allocate Bitcoin

2025-12-05 14:24:19

[BlockBeats] The National Bank of Canada has made a major move recently. This giant, which manages $398 billion in assets, quietly acquired shares of Strategy.

Who is Strategy? It’s the publicly listed company formerly known as MicroStrategy, now renamed Strategy, famous for aggressively accumulating Bitcoin. This time, the National Bank of Canada bought 1.47 million shares, which is about $273 million worth at market value.

Traditional financial institutions are finding increasingly diverse ways to gain Bitcoin exposure. Concerned about compliance with holding spot BTC directly? Then participate indirectly by holding shares of these “Bitcoin vault companies.” Strategy itself holds a massive amount of BTC, so buying its stock is, to some extent, a bet on Bitcoin’s long-term value.

It’s worth noting that this isn’t some small hedge fund dipping its toes in, but a large institution with nearly $400 billion in assets placing its bet. The flow of capital from traditional finance is already quietly shifting.

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DefiPlaybook

· 9h ago

Traditional finance is playing leveraged arbitrage here. Buying Strategy stocks is equivalent to indirectly going long on BTC, and the risks can even be diversified. Smart. What's really interesting is that institutions with $40 billion in assets no longer directly hold spot BTC—they're starting to exploit this "Bitcoin treasury" arbitrage opportunity. In a way, this is like impermanent loss protection for asset allocation. [doge] Wait a second. $273 million out of $39.8 billion—are they really serious about this position size? Feels more like a probing move. Hoarding Bitcoin has now upgraded from a "retail investor move" to an "institutional standard." Come to think of it, isn't this the ultimate form of inflation hedging? What I really want to know is how much BTC Strategy itself holds—that's the real leverage ratio. Buying the stock = buying debt + gaining Bitcoin exposure; this second derivative is pretty interesting. Even financial giants are starting to play "liquidity mining in the name of Bitcoin." Over time, this arbitrage opportunity is bound to get arbitraged away. The timing to enter right now is pretty good.

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AirdropHustler

· 12-05 14:50

Oh wow, even traditional giants are getting in on this, looks like Bitcoin is really solid now. --- Strategy is getting pretty hot right now, even major banks are quietly building positions. --- Isn't this just a roundabout way to get exposure? If buying BTC directly is a hassle, just buy the company stock—smart move. --- $273 million, looks like they really believe in Bitcoin's long-term value. --- At this pace... the signals of mainstream finance entering are getting more and more obvious. --- Strategy is basically a proxy for Bitcoin, brilliant.

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MEVictim

· 12-05 14:45

Traditional finance is really scared now; they're all starting to indirectly copy Bitcoin, haha.

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BlockImposter