Saylor just sent another orange signal 😂, and this time it’s “add a little more orange” ~
Old fans already know—every time he posts something like this, the next thing that happens is basically that the increase-buying will follow his
$BTC announcement.
Last time, after he posted “We‘re Back,” the very next day he pulled out $370 million to buy 4,603 “pancakes.”
But honestly, this time everyone should not get too hyped just yet ~
The Strategy hasn’t moved positions for two straight weeks. They’ve only got about $1.3 billion in flexible cash left. And last week they also used it to repurchase preferred stock.
So how many “pancakes” can that amount buy? At most, maybe one or two thousand.
For those giant “pancakes” with daily trading volumes in the tens of billions, it’s not even enough to fill a gap in your teeth 😂
So what exactly should the market reaction be based on?
In my opinion: sentiment.
Right now Saylor is basically the “atmosphere captain” for corporate coin-holding, 🥳
When he posts a picture, retail FOMO kicks in, and a short-term move up by one or two percentage points is totally normal.
But if you really want to see a trend-setting rally,
what you still need is the macro backdrop—things like: the Fed cutting rates, and ETF inflows, etc. ~
So my conclusion is pretty simple: Saylor’s tweets can spark a round of sentiment-driven rebounds, but they can’t move a major market trend.
His buy signal is a catalyst for emotions, not an engine ~
I think instead of focusing on what he’s shouting, we should look at how much he actually bought in the SEC filing on Monday—that’s the real cash-and-carry evidence ~
What do you all think about his latest call-out and what’s different from before? Feel free to leave your views in the comments 😊
#MichaelSaylor's #MichaelSaylor暗示增持BTC