Saylor isn’t calling trades this time—he’s genuinely back.
Yesterday he posted one line:
“ We’re ₿ack. ”
Many people are still guessing whether this means he’s about to buy BTC again, but today Strategy directly announced:
4,603 BTC, totaling $369.7 million, with an average price of $80,318.
And this is their first re-accumulation after pausing for two months. Now Strategy already holds 845,050 BTC.
I think the most worth paying attention to here isn’t how big those $369.7 million are.
It’s the entry price.
BTC is currently around $78,000, yet Strategy’s average cost this time is actually above $80,000.
In other words:
Institutions didn’t wait for BTC to drop to 70K before buying—they restarted their bet around 80K.
This is actually a very direct signal for market sentiment.
Of course, Strategy buying BTC ≠ BTC will surge immediately.
But after the market has just gone through a more hawkish phase in the Fed narrative—and BTC still can’t seem to break above $80,000—the biggest change is:
Sellers are waiting for macro developments, while buyers have started acting again.
So going forward, what I care about most is still the $80,000 level.
If BTC manages to hold that position with volume, then today’s $369.7 million move by Saylor may only be the first match that reignites market sentiment.
In the short term it may chop around, but for the mid-term I remain bullish on BTC.
$BTC
#MichaelSaylor hints at increasing BTC holdings
Yesterday he posted one line:
“ We’re ₿ack. ”
Many people are still guessing whether this means he’s about to buy BTC again, but today Strategy directly announced:
4,603 BTC, totaling $369.7 million, with an average price of $80,318.
And this is their first re-accumulation after pausing for two months. Now Strategy already holds 845,050 BTC.
I think the most worth paying attention to here isn’t how big those $369.7 million are.
It’s the entry price.
BTC is currently around $78,000, yet Strategy’s average cost this time is actually above $80,000.
In other words:
Institutions didn’t wait for BTC to drop to 70K before buying—they restarted their bet around 80K.
This is actually a very direct signal for market sentiment.
Of course, Strategy buying BTC ≠ BTC will surge immediately.
But after the market has just gone through a more hawkish phase in the Fed narrative—and BTC still can’t seem to break above $80,000—the biggest change is:
Sellers are waiting for macro developments, while buyers have started acting again.
So going forward, what I care about most is still the $80,000 level.
If BTC manages to hold that position with volume, then today’s $369.7 million move by Saylor may only be the first match that reignites market sentiment.
In the short term it may chop around, but for the mid-term I remain bullish on BTC.
$BTC
#MichaelSaylor hints at increasing BTC holdings