2026-01-06 12:27:56

This data analytics software company once again increased its Bitcoin holdings from December 29 to January 4, purchasing an additional 1,286 BTC, totaling $116 million. As of now, the company's total Bitcoin holdings have surpassed 673,000 BTC, with a book value close to $63 billion.

Interestingly, the company also disclosed a figure to the U.S. Securities and Exchange Commission—a fourth-quarter accounting loss of $17.4 billion. This may seem contradictory, but it is due to accounting standards requiring valuation at market price. Despite the paper loss, the company shows no signs of reducing its holdings—in fact, it continues to accumulate, which fully demonstrates the management's strong long-term confidence in Bitcoin.

The company's CEO, Michael Saylor, is one of the most prominent Bitcoin advocates in the crypto market. He has repeatedly stated that Bitcoin is the best hedge against inflation. The core investment strategy is clear—using cash flow and financing to continuously buy Bitcoin, never selling. This strategy has outperformed expectations over the past few years, with the company's stock price far outperforming the S&P 500 index.

From a market perspective, the continuous buying behavior of institutions itself provides strong support. Whenever such purchases are announced, Bitcoin prices tend to react accordingly. Although this purchase size is not particularly large, the signal it sends is crucial—institutional funds are still flowing into the market steadily. More notably, the company's latest financial report shows an increase of $62 million in USD reserves, bringing the total reserves to $2.25 billion, indicating healthy cash flow and ample room for future purchases.

For ordinary investors, these institutional actions can serve as a gauge of overall market sentiment. When they buy in large quantities, it often signals that the market is at or near a bottom or early stage of an upward trend. Monitoring the pace of these large institutions' purchases can help in assessing market direction to some extent.

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BlockchainTalker

· 14h ago

actually the real signal here isn't the btc stack itself... it's saylor basically putting his money where his mouth is despite the accounting nightmare. never selling is the whole thesis tbh

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MetaverseLandlord

· 01-07 21:19

Saylor, this guy is really incredible. Losing 17.4 billion and still daring to keep buying, I'm impressed.

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MEVVictimAlliance

· 01-06 12:57

I am a poor soul who has been squeezed by MEV countless times, now focusing on how institutions play with coins... Saylor is truly incredible; losing 17.4 billion USD and still pouring in... If it were me, I would have sold everything long ago. His mental resilience is truly top-notch.

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NestedFox

· 01-06 12:52

Saylor is really a crazy guy, losing 17.4 billion and still holding on to coins desperately. How strong must that faith be... As for paper losses, honestly, it's just an accounting game. The real gamble is long-term holding, and they understand this very clearly. Holding over 670,000 BTC, that’s quite resilient. If it were me, I’d probably have slept poorly long ago haha. Institutions are not selling but continue to add positions, which is indeed a signal worth pondering. At least it shows that some people are still bullish. I'm just worried that in the end, it might be another night of big institutions cutting the leeks. How should I put it... you guys be careful.

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HallucinationGrower

· 01-06 12:51

Hmm... Still hoarding coins like crazy, really impressive People are losing 17.4 billion but still buying and buying, how strong must their faith be Just want to know when it will end Following institutions to eat meat or drink soup, that's the real question Saylor is really a straightforward guy, only believes in Bitcoin Seeing him like this, it seems we should keep up Cash is still so abundant, it looks like he's really not afraid

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MidnightSnapHunter

· 01-06 12:49

673,000 tokens? Damn, how long do I have to hoard to reach that? They're really treating shuffling as a career.

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HashBrownies

· 01-06 12:33

Saylor is truly full of faith. Losing 17.4 billion and still aggressively buying coins—no one else has this mindset. Paper losses don't matter at all; the key point is that cash reserves are still increasing, indicating they really have the momentum to keep buying. It's good that institutions aren't making moves, but once they do, it's several hundred million dollars. This genuinely boosts market confidence. Wait, 673,000 BTC? How long do you have to hold to cash out? That's definitely an all-in approach. Looking at their rhythm, it seems the bottom is indeed near. When institutions follow the trend and buy in, it's often a signal that an upward cycle is about to begin. Previously, Saylor said BTC is the best hedge against inflation. Now, this position is like voting with money—I believe this logic. But on the other hand, this all-in strategy carries top-tier risk. If Bitcoin suddenly drops 50%, the financial reports would look really bad. It seems that the BTC strategy for 2023 has indeed bet on the right direction. Increasing positions now isn't really surprising. The real purchasing power from institutions is here. Retail investors should just follow the rhythm and feel the market—don't expect to successfully catch the bottom.

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RektButSmiling

· 01-06 12:28

Over 670,000 BTC, this guy is really all in. Losing 17.4 billion on paper and still buying? I fucking admire him.

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