The crypto market is facing a critical moment again!
On May 25, Michael Saylor, known as the 'Godfather of Bitcoin,' quietly spoke on social media: 'I only buy Bitcoin with money I can afford to lose.' This statement sounds conservative but hides a deadly opportunity.
It's worth noting that under Saylor's leadership, MicroStrategy currently holds 576,000 BTC, making it the largest institutional holder of Bitcoin in the world. History has proven countless times: whenever Saylor speaks, the next step often leads to a market explosion!
Is MicroStrategy stirring again? Each move sets new highs!
Just two weeks ago (May 12-18), they spent $764.9 million to buy 7,390 BTC in one go, directly igniting an 8% surge in Bitcoin that week!
This time, he again hinted at a rational increase in holdings—if nothing unexpected happens, it is preparing for a big push after a smoke screen! Considering he still has over $15.3 billion in unused financing ammunition, the market generally predicts: once he moves again, it could be an epic buying!
🔥 Three major catalysts ignite simultaneously
1️⃣ ETF funding frenzy is coming:
This week, the net inflow of Bitcoin spot ETFs in the US reached $2.75 billion, setting a new record for the year! BlackRock's IBIT fund surpassed $71 billion, and Coinbase was included in the S&P 500, expected to bring in $12 billion in passive funds.
2️⃣ Policy dividend release:
(GENIUS stablecoin bill) passed, Texas is brewing to include BTC in state financial reserves, and the US is fully releasing compliance signals, with hundreds of billions of funds possibly 'waiting in the wings.'
3️⃣ Strong technical breakout:
BTC has broken through $110,000, surpassing Amazon in market value, with strong technical support, looking next towards the $115,000-$120,000 range.
Does Saylor still have ammunition? This time he may increase his holdings by over $1 billion.
Currently, MicroStrategy's Bitcoin market value is about $63.8 billion, with unrealized gains reaching $23.6 billion. With the support of stock issuance and the 'ATM financing plan,' the company still has about $15.3 billion in unused ammunition.
This means: they are fully capable of making another $1 billion+ large-scale purchase!
In a booming market, there are also three major potential risks that cannot be ignored:
The options expiry on May 30 will release $14 billion in liquidity volatility, which could become a short-term risk point.
Miner continuous sell pressure: April data shows that the selling volume exceeds production by 115%. If BTC breaks below $98,000, it may trigger a chain reaction of selling.
EU policy variables: The MiCA bill on stablecoin regulation may affect European liquidity.
Conclusion: This is not just a purchase; it's a redefinition of global finance.
In 2020, when Saylor first proposed that 'Bitcoin is digital gold,' BTC was only $10,000; now it stands at the peak of $110,000, and he may again be at the starting point of a new round of wealth redistribution.
This is not just a simple investment opportunity, but a turning point of an era. The next step could be a new ignition point for the second wave of the bull market!
