Michael Saylor Hints at Another Big Bitcoin Buy; Strategy Stock Ticks Up
Michael Saylor has hinted that Strategy (formerly MicroStrategy) is planning to buy more Bitcoin, a pattern that typically precedes an official purchase announcement. The most recent purchase was disclosed on January 5, 2026, for 1,286 BTC at an average price of $90,391 per coin.
Financial Overview
As of January 4, 2026, Strategy holds a total of 673,783 BTC, acquired at an average cost of $75,026 per bitcoin. At a recent Bitcoin price of around $90,000, the company's holdings are valued at over $60 billion, representing significant unrealized gains. The company funds these purchases using proceeds from selling its Class A common stock (MSTR).
Key Insights
Cryptic Communication: Saylor often uses social media posts with phrases like "Orange or Green?" or "Back to More Orange Dots" to signal imminent Bitcoin acquisitions by the company.
Accumulation Strategy: The company's consistent accumulation demonstrates its long-term belief in Bitcoin as a primary treasury asset and a hedge against inflation.
Market Impact: Saylor's hints and subsequent large-scale purchases often cause speculation and can influence Bitcoin's market sentiment and price movements.
USD Reserve: Strategy has increased its USD reserve to $2.25 billion to cover operational expenses and debt obligations, a move intended to show that the company does not need to sell its Bitcoin holdings.
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