He is betting on "scarcity." - At a time when the market is in panic with Bitcoin dropping today and testing the $64,000 levels,
Strategy (formerly MicroStrategy) announced the purchase of an additional 592 Bitcoins at an average price of $67,286.
This move raised the company's total holdings to a staggering number: 717,722 Bitcoins,
Equivalent to about 3.42% of all Bitcoin that will ever exist.
What’s notable about this purchase is not just the timing, but the structural stability; the company now owns Bitcoin with an average total cost of $76,027.
This means Saylor’s wallet is currently "underwater" (Underwater) with billions of dollars in unrealized losses. -- Why does he keep buying despite the bleeding?
Ignoring the momentary noise: For Saylor, the current dip to $64,000 levels is not a crisis, but an opportunity to lower the average cost and leverage the company's liquidity from stock sales.
Seizing the supply: Controlling more than 3.4% of the total supply turns the company from a mere investor into a "Bitcoin treasury" institution, a bet that the future value of scarcity will surpass any current price fluctuations.
Market behavior change: Since the liquidation events of October 10, the market has lacked quick rebounds, prompting individuals to sell and institutions like "Strategy" to capitalize on this quiet accumulation stagnation. -- The conviction driving Saylor goes beyond mere "speculation"; he is building a financial system parallel to his company based on an asset that cannot be forged or printed.
In the world of finance, there is a big difference between watching the "screen" and watching the "future."
Do you think Saylor’s continued buying despite significant paper losses is the peak of conviction (Conviction),
Or is it a risk that could threaten the company's future?
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
Michael Saylor is not buying "the currency"
He is betting on "scarcity."
-
At a time when the market is in panic with Bitcoin dropping today and testing the $64,000 levels,
Strategy (formerly MicroStrategy) announced the purchase of an additional 592 Bitcoins at an average price of $67,286.
This move raised the company's total holdings to a staggering number: 717,722 Bitcoins,
Equivalent to about 3.42% of all Bitcoin that will ever exist.
What’s notable about this purchase is not just the timing,
but the structural stability; the company now owns Bitcoin with an average total cost of $76,027.
This means Saylor’s wallet is currently "underwater" (Underwater) with billions of dollars in unrealized losses.
--
Why does he keep buying despite the bleeding?
Ignoring the momentary noise:
For Saylor, the current dip to $64,000 levels is not a crisis,
but an opportunity to lower the average cost and leverage the company's liquidity from stock sales.
Seizing the supply:
Controlling more than 3.4% of the total supply turns the company from a mere investor into a "Bitcoin treasury" institution,
a bet that the future value of scarcity will surpass any current price fluctuations.
Market behavior change:
Since the liquidation events of October 10,
the market has lacked quick rebounds,
prompting individuals to sell and institutions like "Strategy" to capitalize on this quiet accumulation stagnation.
--
The conviction driving Saylor goes beyond mere "speculation";
he is building a financial system parallel to his company based on an asset that cannot be forged or printed.
In the world of finance, there is a big difference between watching the "screen" and watching the "future."
Do you think Saylor’s continued buying despite significant paper losses is the peak of conviction (Conviction),
Or is it a risk that could threaten the company's future?
$BTC
#GateSquare$50KRedPacketGiveaway #TrumpAnnouncesNewTariffs #CLARITYActAdvances #BuyTheDipOrWaitNow?