National Bank of Canada doubles stake in Strategy to $116M

Strategy: Strategy is the rebranded name of the former MicroStrategy, a business intelligence software company that has evolved into a prominent Bitcoin treasury vehicle while maintaining its core software operations. It regularly releases quarterly results and adjusts its asset holdings to balance software growth with digital asset strategies. Institutional investors, including the National Bank of Canada, have shown increased interest in its shares as a proxy for Bitcoin exposure. National Bank of Canada: National Bank of Canada is a major Canadian financial institution offering personal, commercial, and wealth management services nationwide. In 2026 it has focused on portfolio adjustments amid shifting market dynamics and regulatory developments. The bank recently expanded its position in Strategy, reflecting broader institutional moves toward Bitcoin treasury exposure. Market Sentiment: Comments from high-level officials highlighting support for digital assets have contributed to renewed institutional engagement with related equities. Institutional Interest: Major banks are increasingly allocating capital to Bitcoin treasury companies amid favorable regulatory signals in 2026.