Guys, this is unbelievable. Maybe the price of the pie will really be $120,000.
What do you think of Saylor’s “metaphysics of hoarding coins”: Can it really help Bitcoin soar?
MicroStrategy now holds nearly 600,000 coins, accounting for nearly 3% of the circulation.
This volume is equivalent to covering the output of all Bitcoin mining machines in the world in one and a half years.
Every time Saylor shouts "buy, buy, buy", the market is like a chicken blood injection,
After all, this guy invested real money.
In 2025 alone, 11,000 coins were added.
The average price is $100,000.
However, some recent analysis says that Saylor's "magic" doesn't seem to work anymore.
In March, he added 130 bitcoins.
As a result, the market didn’t even make a splash. Why?
The market is no longer dominated by retail investors.
The institutional giants have already filled the pool.
A single company cannot create a big wave.
Saylor is such a wild guy!
Not only did they use the company's money to buy, they also issued stocks, preferred stocks, and even borrowed money to increase leverage.
MicroStrategy has been turned into a "substitute for Big Data ETF".
For example, the perpetual preferred shares issued at the beginning of this year are said to be able to magnify Bitcoin's earnings by 1.5 times. Doesn't that sound great?
But if the price of bitcoin collapses, this wave of operations can directly turn the company into a "negative asset".
To put it bluntly, this is a big gamble - betting that the pie will only go up and not down.
If you bet right, you win money. If you bet wrong, see you on the rooftop.
But brothers, there is no mindless belief in the market.
Saylor said that "Bread is a magical tool to fight inflation".
But the market has long seen through his routine: every time he sends a green dot chart before calling an order,
Retail investors followed suit and entered the market, the price rose, and MicroStrategy's stock price followed suit.
Then continue to issue stocks to raise money to buy coins... a cycle of nesting dolls, but then again,
This trick really works. The Norwegian sovereign fund and Wall Street tycoons all bought his stocks.
Indirectly giving Pancake a boost, the question now is not how good Saylor is,
Rather, it is whether the market believes that this narrative can survive.
In addition to Saylor dominating the charts, Sichuan Dog is never absent.
At the end of February, he threatened to impose a 25% tariff on EU cars.
In May, it was escalated to 50%, which scared the global market. Why is it so cruel?
Da Piaoliang thinks the EU is taking advantage, with a trade deficit of $56 billion in goods.
Our automobile tariffs are still higher than those in the United States, so we must strike a balance.
But the EU is not a pushover and has threatened to retaliate.
Targeting big tech giants and agricultural products,
The two sides are on the verge of a tariff fight.
Every time Trump makes trouble, Trump acts like a schizophrenic:
First there was panic selling (fear of global economic collapse), and then there was a surge (as a safe-haven asset).
As soon as the tariff threat came out, the price of pie dropped from $110,000 to $100,000.
As a result, as soon as the EU called for negotiations, the price immediately rebounded to $109,000.7.
This wave of operations shows that the market regards the big cake as an "emotional thermometer".
Buy coins in troubled times and sell them in prosperous times. But be careful, if a trade war really breaks out,
If the global economy is in recession, Bitcoin may also be affected (refer to the crash in March 2020).
Brothers, don't look at Sichuan dogs who are always complaining about everything.
But he still made contributions to the crypto community.
Last year, Trump directly promoted the Solana ecosystem.
The volume of stablecoin transactions has skyrocketed. What’s even more amazing is that
He may relax regulations after taking office.
Let the big pie ETF funds flow in.
This is much more effective than Saylor's shouting.
Therefore, Trump’s policies are “bad in the short term, good in the long term”
After dealing with tariffs, the government may give some sweet treats to the crypto industry.
Speaking of this, many brothers want to know if the price of Bitcoin can reach 120,000 US dollars in the short term?
If MicroStrategy really hoards 1 million Bitcoins as Saylor said (it is only 600,000 now),
This is equivalent to consuming 5% of the market's circulation, directly triggering a "liquidity crisis."
With institutional ETFs such as BlackRock accumulating funds crazily, it is not a dream for the price to reach $120,000.
But the risk is also great. If the Federal Reserve raises interest rates or regulations are suddenly tightened,
Saylor’s leverage strategy could fail, bringing down the entire market.
If the US and Europe fail to reach an agreement before July 9,
With the 25% tariff in place, the global supply chain will be disrupted again.
At this time, the "safe-haven property" of Bitcoin will be hyped up wildly.
With the scarcity after halving, it is possible to copy,
The surge in prices after the 2020 epidemic,
But be careful, when the economic crisis comes,
Large funds may give priority to selling Bitcoin for US dollars.
Instead, it triggered a global stampede.
The market has long passed the stage of "mindlessly rushing into altcoins".
Funds began to pursue the new concept of "BN's Alpha".
For example, decentralized AI and ReFi, Bitcoin has become a "stable ballast"
In this environment, Bitcoin may go on a "slow bull" trend, and its growth may not be as strong as that of altcoins.
But it is also very resilient to declines, making it suitable for large investors to hold for the long term.
But brothers, don’t be distracted by the noise, how many bullets does Saylor have left?
Judging from their stock issuance and debt situation, if they cannot raise new money, their currency hoarding business will come to an end.
There is also Trump’s “policy trump card”: Are tariffs just talk or real action?
There are variables every day before July 9, the "flow code" of institutional funds,
The holdings data of Grayscale and BlackRock are more useful than the K-line chart, and their increased holdings are a weather vane.
In short, this wave of the big cake market is like the face-changing in Sichuan Opera - it is exciting to watch.
But the core logic has not changed: global monetary easing + institutional entry + technological iteration.
As long as these three pillars do not fall, short-term fluctuations are all "fake falls", and holding on to the spot is the right thing to do!
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