Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.
Grab a coffee and settle in because what’s happening with Bitcoin, MicroStrategy, and pension funds isn’t your typical market story. From quiet institutional moves to complex capital strategies, the latest filings reveal a mix of opportunity, risk, and debate.
The Louisiana State Employees’ Retirement System (LSERS) has disclosed a $3.2 million position in MicroStrategy (MSTR). The move signals a growing institutional appetite for indirect Bitcoin exposure.
Bitcoin Treasuries cited a recent 13F filing, indicating that the pension fund holds 17,900 shares of Strategy.
This represents just 0.2% of its $1.56 billion portfolio. It reflects the growing interest of public retirement funds in crypto-linked assets.
MicroStrategy, led by CEO Michael Saylor, now owns over 687,000 BTC, making MSTR a proxy bet on Bitcoin itself.
Supporters argue that Saylor’s approach is more than simple accumulation. By issuing equity and debt instruments, the company effectively converts capital demand into large-scale Bitcoin purchases. This tightens the circulating supply and reinforces the balance sheet.
“The real innovation is that the market treats these STRC-style instruments almost like sound money. There were no forced liquidations, no structural failure. The framework held firm. It behaves like a battle tank—volatility doesn’t destroy it because there’s no short-term debt pressure,” wrote Joss, a popular user on X.
Recent MSTR activity reflects this strategy in motion. BeInCrypto reported Strategy’s plan to acquire another 13,627 BTC for $1.25 billion. Such a move would push the company’s total holdings to well over 700,000 BTC, roughly 3.3% of the total Bitcoin supply.
Traders point to technical breakouts in MSTR and continued purchases as evidence that Saylor’s Bitcoin engine is gaining momentum.
