saylor

Saylor 画了个大饼：能吃 6%-8% 收益的"比特币稳定币"？🤔

📍 ParaFi 投资者日上，Strategy 的 Saylor 描述了他心中"完美的数字货币"：锚定美元、低波动、以比特币为支撑、收益约 6%-8%。他问：既然有生息的选择，为什么还要持有一分钱利息都没有的稳定币？

🧐 我的看法：
1️⃣ 方向很清晰：把 $BTC 做成抵押品，再派生出"数字信贷"产品
2️⃣ 但 BeInCrypto 也提到，Saylor 承认光靠比特币背书，Strategy 的 12% 股息优先股还是需要现金缓冲，信贷买家才愿意回来
3️⃣ 6%-8% 的收益从哪来？这才是关键，没有说清楚就只是愿景

📊 当前市场：BTC 约 $82,640（24h +1.1%），ETH 约 $2,424，恐慌贪婪指数 59（贪婪）。

你觉得"比特币背书的生息稳定币"能做成吗？
👉 A 能 B 只是画饼，评论区见👇

$BTC $ETH
#Strategy #Saylor #稳定币

仅为个人观点，不构成投资建议

🟠 Michael Saylor Hints at More Bitcoin Buying

Michael Saylor shared a message saying, “We found room for more orange.” 🟠

The orange color is often associated with Bitcoin, and his message suggests that Strategy may have room to buy more BTC.

Strategy is already one of the largest corporate Bitcoin holders. Saylor’s statement has caught investors’ attention, but he has not confirmed a new purchase in this post.

Will Strategy add more Bitcoin to its holdings? 👀
$BTC
#btc #Saylor

币涨了1%、股价跌了3%，币圈最大多头怕的到底是空头还是指数公司？MSCI周四正式拍板：11月30日起"非经营性公司"踢出全球指数，Strategy和日本Metaplanet上清退名单，11月11日公布最终名单。摩根大通测算28亿美金被动抛压；Saylor今天官方开喷回怼："这是针对币圈国库公司的清洗"，还嘴硬称跟踪MSCI的资金只占3.1%股份、"连一天成交量都不到"。灵魂一问：28亿抛压是真砸盘，还是Saylor说的纸老虎？评论区投票。

$BTC #Strategy #Saylor #MSCI

Jaque mate a #Saylor !
Las nuevas reglas de MSCI ponen en la cuerda floja 2.800 millones de dólares de #strategy

La batalla entre los gigantes del índice global y la tesorería de #BTC

La empresa de tesorería de #bitcoin liderada por #MichaelSaylor , Strategy, enfrenta una amenaza inminente de exclusión de los influyentes índices globales de MSCI debido a un cambio drástico en las normas de elegibilidad para empresas no operativas.

La reforma de MSCI: Las nuevas reglas establecen un filtro riguroso en dos etapas (primero evaluando activos operativos sustanciales y luego aplicando cinco ratios financieros) para identificar y excluir vehículos de tenencia pasiva.

El fantasma de los 2.800 millones de dólares: Cálculos de JPMorgan advierten que si Strategy es eliminada oficialmente, los fondos indexados que replican las referencias de MSCI se verían obligados a realizar ventas masivas e insensibles al precio por un valor aproximado de 2.800 millones de dólares.

Alcance internacional: La medida no afecta únicamente a la compañía estadounidense; los datos preliminares también han señalado a firmas como Metaplanet (Japón) y Yellow Cake (Reino Unido).

La respuesta desafiante de Michael Saylor: El presidente ejecutivo ha restado importancia públicamente a la presión regulatoria, argumentando que los índices deben limitarse a reflejar el mercado y sentenciando con contundencia que "Bitcoin no te necesita".

Calendario decisivo: La lista definitiva de empresas afectadas se publicará el 11 de noviembre de 2026, y el nuevo marco regulatorio entrará en vigor al cierre del 30 de noviembre de 2026. No obstante, el reglamento contempla protecciones que exigen incumplir los criterios durante dos revisiones consecutivas para hacer efectiva la exclusión.
$MSTRB
$MSTR
$BTC

⚡ BITCOIN BULL RUN HAS JUST BEGUN - SAYLOR

Michael Saylor, CEO of Strategy (largest Bitcoin holder), just went nuclear:

"Bitcoin bull run has JUST begun."

Why?
1. Institutional demand via ETFs picking up
2. Corporations adding $BTC to their treasury reserves
3. Coming supply shock - only 21M $BTC in existence; 19.9M already mined
4. Liquidity is increasing worldwide - investors moving into hard assets

Strategy owns over 636,000 BTC. They aren't selling. They are hoarding.

If Saylor is correct, we are far from the peak. This is just the start of the real rally.

$BTC is currently ranging between $83K. Breakout above $88K would set the stage for the next leg higher.

What do you think of Saylor's view? Is the bull run just beginning? 👇

#BTC #Saylor #Bullrun

Saylor 昨天在 Bloomberg 喊熊市结束牛市开篇，底部在 6 万下方， 必回 10 万；话音未落 CPI 3.7% 砸穿预期，比特币直插 81500，全网 24 小时爆仓 3.31 亿，币安一家就占近一半。众生相：Saylor 手握 84.8 万枚纹丝不动，预测市场翻白眼（不信 2026 回六位数），昨晚抄底的今早手还在抖。嘴和 K 线，你押谁先认错？ #Saylor #牛市

【塞勒宣布BTC已经见底！10万美元目标又来了？🔥】

❤ 加入X先生的粉丝群聊跟进

比特币又迎来一波看涨声音！

Strategy执行主席迈克尔·塞勒近日接受彭博采访时表示，他认为BTC已经在6万美元下方附近触底，接下来有望重新突破10万美元。

为什么他这么看好？

塞勒认为，推动BTC上涨的力量正在增加，主要包括几个方面：

📌 美国加密监管环境逐渐改善
📌 传统银行加快布局加密资产
📌 代币化证券持续发展
📌 比特币相关的数字信贷产品不断扩张

简单说，他认为未来会有更多资金通过银行、金融产品和机构渠道进入比特币市场。

而且，塞勒预计，未来20年BTC年均增长率可能达到20%至30%。不过，这属于他的长期判断，并不代表实际收益一定能达到这个水平。

但问题来了：塞勒看涨，就意味着BTC一定能突破10万美元吗？

当然不是。

截至报道发布时，BTC在8.4万美元附近交易，预测市场对其突破10万美元的概率估计仅约27%。此外，Strategy还面临MSCI指数纳入规则调整带来的潜在资金流风险。

📌 真正值得关注的，不是某位大佬喊出什么价格，而是银行采用、机构资金和监管环境能否持续改善。

塞勒的观点提供了一种看涨逻辑，但市场最终能走多远，还得看真实资金流入和宏观环境。
#Saylor #strategy

📰 Saylor这次把话说得很满：他认为比特币已经在略低于6万美元的位置触底，牛市正在启动，而且后面肯定会重回10万美元以上。

🔥 这不是普通喊单。Strategy联合创始人兼执行董事长还提到，比特币目前正迈向8万美元以上，未来几年年增长率可能达到20%至30%。说实话，这个预期相当激进，但也符合他一直以来的强势观点。

💡 更有意思的是，Strategy预计会在牛市里继续增持比特币，还可能发行更多信贷类证券来筹钱买币。换句话说，Saylor并没有因为市场经历过回调就收手，反而准备继续加杠杆扩大持仓。

⚠️ 但另一边也有现实压力。MSCI正在考虑修改指数规则，Strategy可能被剔除出全球股票基准指数，决定预计本周五公布。Saylor对此表示失望，希望MSCI重新考虑。

🤔 一个是继续借钱买币，一个是可能被指数剔除，Strategy后面的路不会太平。你觉得Saylor这次是在牛市初期押对了，还是把预期说得太满了？

#比特币 #Strategy #Saylor #加密市场

Saylor 的橙子又来了："永远有空间装下更多的橙子"。

嘴上喊加仓，钱包很诚实：上周 Strategy 花 1.76 亿美金回购自家优先股，真金白银买 $BTC 只花了 2870 万，连零头都不到。手里 84.8 万枚比特币在手，币价照样在 8.3 万装死。

评论区押一个：A 这周真加仓、BTC 干上 8.5 万；B 周一例行画饼，8.3 万继续磨。

$BTC
#比特币 #Saylor #Strategy

兄弟们！刚刷到Saylor又发帖了：“There’s always room for more orange.” 这不就是在说，还有空间再多买点橙色（BTC）吗？？我瞬间激动了啊！这信号太明显了，历史上他这种橙色暗示，基本都是下周一公布增持的前奏。

最近几天市场确实有点阴沉，BTC从高点87k左右一路回调，最低摸到80k附近，现在又爬回83k左右。很多人吓得不敢看盘了，感觉要崩，但我感觉这更像是一次健康的洗盘。资金在震荡中换手，情绪被洗干净后，才好再上。

你看，鲸鱼都在行动了！有大户在币安现货直接挂了价值2289万美元的买单，价格就卡在82975美元。这不就是明牌抄底吗？大资金不怕短期波动，他们在等这个位置吃货。链上数据也显示，机构还在持续流入，没有大规模抛售。

再加上Saylor这个信号，Strategy现在持仓已经几十万枚了，还在继续加仓，说明机构对长期还是极度看好。他们把BTC当数字黄金、当储备资产，而不是投机标的。这种坚持，才是真的信仰。

我个人观点啊：83k这个位置，下方80k-82k支撑挺强的。如果能稳住，后面大概率会再冲一波。短期可能继续震荡，波动会有，但长期趋势没变。ETH最近交易量反超BTC，说明资金有点轮动，山寨有机会，但主线还是BTC。BNB也跟着稳健，生态还在扩张。

交易上怎么玩？现货的话，这个位置可以分批建仓，别一把梭哈，跌了还能加。合约兄弟注意了，最近爆仓不少，多空双爆，杠杆别超过3-5倍，设置好止损，别被扫了。我自己是现货为主，逢低加仓，合约只做短线波段。

反正啊，市场永远是涨涨跌跌，情绪到了就买，到了就卖。跟着大佬的节奏，比瞎猜强多了。Saylor又在喊橙色，鲸鱼在挂单，这个位置不心动吗？

你们怎么看？Saylor这次又要买多少？评论区聊聊！

$BTC $ETH $BNB

#内容挖矿 #比特币 #Saylor #加密市场

$BTC
Saylor didn't beat about the bush this time, did he? Reckons buying Bitcoin at 80k is still an absolute steal compared to where it's heading

Says it's gonna touch 10 million nicker a coin before the high-street banks even bother pitching it to their punters

$BTC

​He goes on, proper confident: 'When the banks finally pull their finger out, the price will be way over ten mill. We're getting it proper cheap today—99% off its real value

$MSTR

​Ain't just pie in the sky, innit? It's the word of a geezer who's put everything on Bitcoin

#Saylor #Market_Update #bitcoin

One company now owns 4% of all the bitcoin that will ever exist 🟠

Strategy (Michael Saylor's firm, formerly MicroStrategy) just bought 334 more $BTC for $28.7M, at about $85,839 each. Total stack: 848,000 BTC, according to its SEC filing on Oct 5.

Their average cost is $75,441 per coin. With BTC near $82.9K today, that's roughly $70.3B of bitcoin bought for about $64B: around +$6.3B, or +10%, on paper.

Why it's more interesting than "whale buys more":
• Every $1,000 move in BTC changes their bag by about $848M, up or down
• If BTC fell back near $75.4K, that whole paper profit would disappear
• Same week, they spent $176.3M buying back their own STRC preferred shares (a kind of company IOU that pays investors a yield). That's about 6x what went into bitcoin. Their buying pace also dropped ~80% vs the week before

So the real story isn't only "they keep buying". It's that even the biggest believer is now juggling debt-like products and cash, not just stacking.

What changes for you? The one number Saylor watches is the one most small holders never calculate: your average price.

Picture Awa in Dakar putting 2,000 FCFA into BTC every week. If she writes down each buy, she can divide total money spent by total coins and know exactly where she stands. Without it, every red candle feels like a disaster, and every green one feels like a reason to buy more at the top.

Do you know your average buy price, or do you just look at the chart? 👇

Not financial advice. Crypto is volatile: only use money you can afford to lose.

#Bitcoin #Saylor #CryptoNews #DCA

Confirmed: Saylor bought again 🟠

Strategy added 334 BTC for $28.7M and now holds exactly 848,000 BTC.

It is the largest corporate Bitcoin stack on the planet.

#bitcoin #MSTR #Saylor #BTC

$BTC

🚨🚨 BREAKING: SAYLOR IS STACKING $BTC AGAIN!

MICHAEL SAYLOR JUST BOUGHT MORE BITCOIN. 👀

₿ 334 BTC added
💰 ~$29 MILLION purchase
📊 Avg. price:~$85,839/BTC*

And now Strategy reportedly holds a staggering:

🔥 848,000 BTC
💰 ~$73 BILLION worth

But the crazy part?

Saylor reportedly deployed ~$14.29 BILLION into Bitcoin in 2026 alone.

While traders panic…

#Saylor KEEPS BUYING.

The biggest corporate Bitcoin bet just keeps getting BIGGER. 🚨

**Is Strategy signaling where it thinks $BTC is headed next? 👀**

#Bitcoin #BTC #Saylor #Crypto

Michael Saylor's company bought another $138 million of $BTC last week, its biggest purchase in five months. Strategy now holds around 846,000 Bitcoin with a cost basis near $64 billion.

Every time this happens I get the same question: should I copy him?

Here is what people miss. Strategy buys with money raised from the stock and bond market, on a multi decade view, with no rent to pay and no margin call. You and I buy with savings, with a job, with a family, with a life that has monthly bills.

Same asset, completely different risk.

Copying the asset is easy. Copying the time horizon and the balance sheet is not.

Own Bitcoin if you believe in it. Just own it in your size, not his.

Do you think corporate buying like this changes the cycle, or is it noise?

Education only, not financial advice.

#Saylor #Bitcoin #Strategy $BTC

"More orange than ever" 🟠
Saylor teased another Bitcoin buy on Sunday. Strategy's last confirmed stack: 847,666 BTC at ~$75.4K average cost.
Spot BTC ETFs have also added ~88K BTC since July. Big money is quietly stacking.
#bitcoin #MSTR #Saylor #BTC

If you're still treating Saylor's tweets as noise, stop now.
This is the same trap that keeps catching people on every Strategy accumulation cycle. You either FOMO in after the official announcement when $BTC has already moved, or you fade it completely and watch $MSTR print another green candle without you.
Saylor just dropped "more orange than ever" next to the usual purchase chart. That exact flavor of post showed up right before the last few $BTC buys.
Strategy is sitting on 847,666 Bitcoin already, more than 4% of the entire max supply. At this point they are not a company with a Bitcoin position. They are a Bitcoin vehicle with a software business attached.
We've seen this movie. Similar hints in previous quarters preceded actual purchases, and the people who waited for confirmation paid a higher price. This isn't some random treasury experiment like the ones that bought a little $ETH and called it a day. Saylor has been stacking through every drawdown for years. Another buy could be coming, but nothing is confirmed yet.
Does this feel like the same setup as last time, or are we due for the correction everyone keeps calling?
#Bitcoin #Saylor #BTC

Strategy (Michael Saylor) a publié le 4 octobre 2026 « More orange than ever » avec le graphique d'accumulation Bitcoin, sans montant, date ni prix d'un nouvel achat.

FAITS (Strategy, filing SEC 28 sept. 2026; post Saylor 4 oct.):
• Dernier achat confirmé: 1 665 BTC pour 142,7 M$ entre le 21 et le 27 sept., total 847 666 BTC pour ~63,95 Md$ (coût moyen ~75 437 $/BTC frais inclus).
• Capacité ATM MSTR encore disponible: ~18,84 Md$ au 27 sept. (capacité ≠ achat exécuté).
• Spot ~14:55 UTC (4 oct.): $BTC ~85 186 $ (CoinGecko), ~85 227 $ (Kraken). Fear & Greed 65 (Greed).

INTERPRÉTATION: le wording rappelle le signal « Even more orange » avant la disclosure du 28 sept. Un pattern de communication n'est pas une confirmation d'achat. Tant qu'aucun 8-K / dashboard Strategy n'ajoute de BTC après le 27 sept., le marché spéculé sur un bruit, pas sur un flux.

SCÉNARIOS:
• Base: disclosure hebdo d'un nouvel achat $BTC dans les jours suivants, comme après le post précédent.
• Extension: pas d'achat net, le post reste signal de marque pendant la consolidation ~85k.
• Risk: lecture trop agressive du tweet, volatilité courte sur $BTC sans fondation réglementaire derrière.

Le prochain dashboard / filing Strategy confirme-t-il un nouvel achat après le 27 sept., ou le « more orange » reste-t-il sans chiffre?

$BTC
#Bitcoin #Strategy #Saylor

💡 Saylor's pitch: Bitcoin vs a $318.5 TRILLION market.

🌍 Global equities: $157.8T
📜 Global bonds: $160.7T

"One tenth of one percent of either market is roughly $160 billion."

Will "digital credit" backed by BTC take a real share?

#bitcoin #Saylor #MSTR

🚨 Ammous点名开炮：囤币这门生意，多数玩家跑不赢Saylor的Strategy？

群组：点击进入玖玖的粉丝群

👀 在一档访谈里，《比特币本位》作者Saifedean Ammous把话挑明：在众多囤币的玩家中，他只看好Strategy一家，理由是规模与现金储备，决定了谁能在深跌里活下来。

📊 他的底气来自一份8-K文件：Strategy持有847,666枚比特币，买入成本639.5亿美元，另备50.2亿美元现金，专门覆盖优先股股息和债务利息。今年夏天比特币跌破6万美元时，其STRC优先股一度远低于100美元的目标价，公司把年化股息率抬到12%，并回购了股份。

🔥 两边就此吵开。看好派说，Ammous点破的正是行业真相：没有现金流、没有融资渠道的小公司，一旦币价深跌，只能被动挨打；反对派说，别把Strategy当模板，它靠的是持续低成本融资的特殊地位，普通公司照着学，多半是高位接盘。

💡 真正该盯的不是谁跑赢谁，而是"囤币公司"这门生意，正在从讲溢价的故事，变成拼现金流和融资能力的淘汰赛。

⚠️ 说句得罪人的：把上市公司囤币当成"另一个比特币"，是最容易翻车的偷懒。币还是那个币，壳的价值却全看市场愿不愿意给溢价。

👀 你觉得这类囤币公司，最终是Strategy一家独大，还是百花齐放？评论区站个队👇

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#比特币 #Strategy #Saylor #加密市场