#strategy增持250枚比特币
Someone holding 848,250 bitcoins has an average cost of just $75,444 per coin. Their unrealized gains alone amount to $6.6 billion, yet their own company’s stock has fallen 53% over the past year 🦖

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That person is Michael Saylor. In his latest Bloomberg interview, he made two predictions: first, Bitcoin is back in a bull market; second, it will break above $100,000 again. His strategy company will keep buying—and won’t stop.

First, the hard numbers: as of October 11, his company held a total of 848,250 bitcoins. At the current price of $83,400, they’re worth about $70.6 billion. The total cost of this Bitcoin stash was around $64 billion, or just $75,444 per coin on average. This holding already exceeds 4% of Bitcoin’s capped supply of 21 million coins.

Now, this week’s activity: from October 5 to 11, he spent another $21.5 million to buy 250 bitcoins at an average price of $86,194. The money came mainly from selling his own MSTR shares. Last week, he sold 125,183 shares, raising about $21 million. He still has $18.8 billion worth of stock available to sell, and also spent $192.4 million to repurchase 1,932,145 STRC preferred shares.

The real point of interest is the contrast: the company has been piling up Bitcoin and is sitting on $6.6 billion in unrealized gains, while MSTR stock fell 7% last week, closing Friday at $154.34. It’s down 53% over the past year. The Bitcoin stash profits from having the patience to hold when others don’t dare; the stock losses, meanwhile, test the patience of his own investors. That gap is the signal worth watching next ⚠️

My take: his $100,000 call implies about 20% upside from the current price of $83,400. For someone whose cost basis is only $75,444, it feels more like an effort to boost market confidence. If Bitcoin really gets back above $100,000, the numbers on his 848,250 coins will look very different. On the other hand, if it falls below the $75,444 cost basis, that’s when everyone will have to recalculate 📈

Do you think Saylor will be right about $100,000 this time, or is this another emotional call? Let’s talk in the comments 👀

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