Michael Saylor Starts 2026 With a Fresh Bitcoin Buy $BTC 🚀
The year barely started, and Michael Saylor is already back in the market. In the first days of January, Strategy made another bold BTC$BTC move, showing it has no intention of slowing down.
According to a regulatory filing, the company purchased more than 1,200 BTC between January 1 and January 4 for about $116 million, paying an average price near $90,400 per coin. The buy was led by Michael Saylor and funded through at-the-market sales of MSTR shares, a playbook the company has used repeatedly.
This latest purchase pushed Strategy’s total holdings to 673,783 Bitcoin - worth roughly $63 billion at current prices. The stash was accumulated at an average cost of about $75,000 per coin and now represents more than 3% of Bitcoin’s fixed 21 million supply.
Market analyst Michaël van de Poppe notes similarities between Ethereum’s current setup and the 2019 cycle, focusing on the ETH$ETH - $BTC ratio, which he says bottomed in April. He suggests this could mark a shift in Ethereum’s relative strength.
He also points to strong fundamentals, including continued network development, growing DeFi activity, and rising value locked in tokenized assets, which may support Ethereum’s position against Bitcoin going forward. #BTC #BinanceSquare
BlackRock has added approximately $900 million worth of $BTC to its holdings, coinciding with a notable decline in selling activity from long-term holders. Data shows that distribution from long-term investors has fallen to levels last seen in 2017, indicating reduced sell-side pressure and a potential shift toward accumulation across the market.
The combination of institutional inflows and restrained long-term selling suggests improving confidence in Bitcoin’s long-term outlook. BlackRock’s allocation reflects a broader trend of large asset managers incorporating #Bitcoin into diversified portfolios, while on-chain behavior points to tighter supply conditions that could influence market dynamics in the months ahead. #BlackRock #blackRock #bitcoin #BinanceSquare
🟠 Venezuela’s $60B Bitcoin Reserve - Noise or a Real Supply Shock?
$BTC jumped toward $93K after headlines around Venezuela - but the real market focus isn’t politics. It’s supply.
New reports suggest Venezuela may have accumulated up to 600,000 BTC over several years through gold swaps, oil settlements via USDT, and seized mining operations. At current prices, that’s roughly $60B worth of Bitcoin - putting Venezuela among the largest $BTC holders globally.
📉 Context matters.
In 2024, Germany selling just 50,000 BTC triggered a 15–20% correction. A reserve more than 10x larger changes the conversation entirely.
📌 Analysts now see three realistic scenarios:
Frozen assets - BTC locked by U.S. authorities, effectively removed from circulation
Strategic reserve - BTC held long-term instead of sold
Fire sale - least likely, but short-term bearish if it happens
🧠 The key takeaway:
If this BTC supply is locked or held, it becomes structurally bullish. That’s not speculative demand - that has been proved...