Bitcoin podcaster and investor Jeff Walton, widely known in crypto circles as the ‘Digital Capitalist’, has revealed his top Bitcoin stock pick for Q2 2025 — and it’s none other than Strategy Inc. (formerly MicroStrategy), the Bitcoin-focused tech firm led by Michael Saylor.
Strategy Eyes S&P 500 Inclusion
Walton highlights that Strategy is on track to join the S&P 500 Index, a move that could significantly boost its stock price. The index includes the 500 largest publicly traded companies in the U.S. by market capitalization, and joining it often triggers institutional inflows and price rallies.
This potential trajectory mirrors what just happened with Coinbase (COIN). Following news that COIN would be added to the S&P 500 due to Capital One’s acquisition of Discover, its shares surged over 33% in a week, jumping from under $200 to $266 — a big win for institutional investors like Cathie Wood’s Ark Invest, where Coinbase is a top holding.
Michael Saylor’s Bitcoin Strategy Continues to Deliver
According to Walton, Strategy’s Q2 performance could follow a similar path, especially if the company secures a spot on the S&P 500 by August. Under Michael Saylor’s leadership, Strategy has become a dominant player in the Bitcoin treasury space, issuing fixed-return corporate bonds convertible into equity — a unique structure that aligns with bullish BTC market cycles.
In April, Strategy’s stock delivered a 1-year ROI that outperformed even tech giants in Jim Cramer’s “Magnificent Seven”, showing the strength of its Bitcoin-centric strategy. Saylor recently said the company is winning the “financial triple crown” by outperforming on earnings, stock price, and Bitcoin holdings.
