Saylor's playbook hasn't changed — and why would it? He watched the pattern play out last cycle, saw the bottom formation take shape, and he's running the same move again.
Look at the charts. Two cycles, two eerily similar bottom structures. It's not luck. It's conviction meeting process.
This is what patient capital looks like. When you understand the macro cycle and the long-term value thesis, you don't panic at bottoms — you accumulate. Saylor gets it. He's not trading the noise. He's positioning for the next leg up.
For us? Same lesson. Time in beats timing. The patterns repeat because human behavior repeats. Hold through the cycle. Add on weakness when the thesis is intact. Let patience do the heavy lifting.
Incredible indeed — but also entirely logical if you zoom out.
Look at the charts. Two cycles, two eerily similar bottom structures. It's not luck. It's conviction meeting process.
This is what patient capital looks like. When you understand the macro cycle and the long-term value thesis, you don't panic at bottoms — you accumulate. Saylor gets it. He's not trading the noise. He's positioning for the next leg up.
For us? Same lesson. Time in beats timing. The patterns repeat because human behavior repeats. Hold through the cycle. Add on weakness when the thesis is intact. Let patience do the heavy lifting.
Incredible indeed — but also entirely logical if you zoom out.