#聪明钱与加密富豪交易行为 Seeing Saylor making moves again, what flashed through my mind was still that old saying: smart money never rests.

I've seen this rhythm of Tracker information releases too many times over the years. Starting from MicroStrategy's first large-scale increase in holdings in 2020, this model has now evolved into a kind of "oracle" for the market—whenever this signal appears, it often means that the next action is already on the way. Now holding 650,000 Bitcoins, with an unrealized profit of 9.35 billion USD, this scale is no longer just a simple investment decision, but a significant bet concerning the strategic direction of the enterprise.

Looking back at the cycle of the past decade, I found an interesting pattern: whenever traditional financial giants start to allocate corporate assets to Bitcoin, it often signifies that a certain stage of consensus has been reached. The frenzy of 2017 was a retail-driven bubble, and it was only after 2020 that we truly saw systematic layouts at the institutional level. Based on an average holding cost of $74,436, this group has long since boarded in batches, and every Tracker release now feels like a message to latecomers: we are still increasing our positions.

The value of this signal lies in the fact that it represents the real choice of "smart money." It is not a Twitter squabble, not media hype, but a commitment of real money. History tells me that when the behavioral patterns of large funds begin to repeat, it often approaches a consensus moment of a certain stage.