$BTC Headline: Saylor’s $1.25B "Big Orange" Move: Why the
$BTC Accumulation is Just Getting Started
Michael Saylor is no longer just "buying the dip"—he is reshaping the global corporate treasury.
Following a massive 13,627 BTC acquisition
earlier this month (worth approximately $1.25 billion), MicroStrategy (MSTR) has officially pushed its total holdings to 687,410 BTC. As of January 18, 2026, this "Bitcoin war chest" is valued at over $65 billion, cementing Saylor’s position as the ultimate institutional whale.
1. The "Reloading" Signal
The market is buzzing because the buying hasn't stopped. Recent SEC filings show that MicroStrategy continues to utilize its at-the-market (ATM) offering program with surgical precision. Between December 29 and January 4 alone, the company scooped up another 1,286 BTC.
With over $11 billion still authorized for common stock sales, Saylor isn't just "reloading"—he has a fully automated machine designed to absorb every available satoshi on the market.
2. Context: The Q4 "Paper Loss" Trap
Critics point to the $17.44 billion unrealized loss reported in Q4 2025 due to new "fair value" accounting rules. However, savvy Binance Square traders know this is a volatility illusion.
The Reality: These are non-cash, "paper" charges triggered by Bitcoin's dip from its $126,000 high.
The Strategy: Saylor is ignoring the accounting noise and focusing on the BTC Yield, which remains the company's primary KPI.
3. Supply Shock in Progress
The timing of these mega-buys is critical. Bitcoin is currently consolidating near the $95,000–$96,000 zone. With exchange balances hitting multi-year lows and institutional demand through ETFs stabilizing, MicroStrategy’s aggressive buying creates a "floor" that retail sellers can’t easily break.
"This isn’t a trade; it’s an institutional vacuum."
The Bottom Line
The question isn't whether Michael
Are you selling your
$BTC to Saylor, or are you holding with him?
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