saylor

Six years of faith, officially underwater tonight.

$BTC is now at 74400, while Strategy's average cost is 75451—with 849327 coins and a $64.08 billion position, unrealized losses are nearing $900 million. Last Friday, they still had $428 million in unrealized gains to save face. Gone overnight.

$ETH isn't faring much better: 2126, down nearly 5% in a day, and a two-month low.

Schiff is already taking shots: Whatever happened to that promised 30% annual return? Gold has doubled in the same period.

Saylor just posted a chart on Sunday hinting that he'd keep buying Monday. The question is, we'll find out in Monday's 8-K—is he buying the dip to stay afloat, or catching his own falling knife?

A: 75451 is a rock-solid floor. If Saylor dares to buy, so do I.
B: These unrealized losses are just the beginning. If 73000 breaks, we're going straight to 60000.

Which side are you on?

$BTC $ETH
#比特币 #Strategy #Saylor

Saylor posted that picture again tonight, with just four words: Connecting the dots.
849,327 coins, 120 purchases, an average price of $75,446, and holdings worth $64.44 billion.
His last purchase was 811 coins on November 2, at an average price of $80,846—now the price is $76,067, which is $4,779 below what he paid last time.
Same routine: post a picture on Sunday, find out in Monday’s 8-K. That’s how it went on November 1.
A: They’ll announce another purchase tomorrow; $76,000 is the floor. B: A picture is just a picture. He can’t buy more; first, let’s see whether the area around $75,500 holds.

$BTC $ETH $SOL
#比特币 #Strategy #Saylor

BTC is just above $76,000 now, while Strategy’s average cost basis is $75,451. And yet Saylor says at this very point that “the next bull market has already begun.” Do you believe him?

Wu Says today reposted his exact words from the earnings call: BTC has endured about a year of bear-market conditions, rebounded from the 200-week moving average, BTC dominance is 67%, Q3 ETF net inflows were around $6.3 billion, and banks are also starting to accept Bitcoin. At the same time, $1.24 billion in positions were liquidated over 24 hours, and BTC fell by more than 5%.

Honestly, he holds 849,000 coins, so of course he’s bullish. I take his “2–3 year bull market” call as a reference, not a signal. But the thesis around the 200-week moving average and institutional money flowing back in is at least more reliable than fixating on a single candlestick. My approach hasn’t changed: no leverage, and I keep my spot holdings in my own hands.

Do you think this is a real turning point, or just another round of “calling a bull market”? DYOR

#比特币 #Saylor #BTC

🚨 STRATEGY BOUGHT 811 $BTC LAST WEEK
$STRC
Purchased between Oct 26 – Nov 1.

Also over the same period:
💰 Repurchased $208M of $STRC preferred stock
📉 USD reserve fell to $4.92B (-$153M)

Saylor keeps stacking while trimming the balance sheet. 👇

#bitcoin #Saylor #BTC

$63M MORE. SAYLOR ISN'T BLINKING. 🟧
$BTC
Strategy just added another $63 Million in Bitcoin to the treasury.

And Saylor's message is loud and clear:

"Bitcoin is definitely moving back into six figures."

While the market debates the short-term, he's stacking sats.

Bold call or just more conviction? 👇

#bitcoin #Saylor #BTC #Crypto #Stacksats #bullish

Saylor posted another Bitcoin Tracker

What he basically said was:
Could use a little more orange in the picture.
Based on his usual pattern,
orange dots probably correspond to Strategy's Bitcoin purchase records.
After a related post,
a change in holdings is often disclosed the next day.

Does this count as another accumulation?
We'll have to wait for the official disclosure.
Don't treat a tweet as a completed purchase order ahead of time.

Every move by the treasury crowd
still affects sentiment $BTC .
It's safer to price it in after the data is disclosed.

$BTC $MSTR
#Saylor #Strategy #BitcoinTreasury

Saylor posted “Go Deeper @ElonMusk 🧡” last night. It got over 440,000 views and featured an AI-generated video originally posted by AlexesNakamoto on October 26. The message was simply urging Musk to dig deeper into the Bitcoin rabbit hole and buy more.

Put bluntly, someone sitting on 848,517 BTC is reposting an AI video to urge the richest person in the world to buy in and take the baton. That’s not preaching—it’s looking for the next buyer.

We all know how Strategy operates by now: it only sells common stock when its mNAV is above 1, and mainly raises money to buy Bitcoin through preferred shares like STRC. It has even switched to having preferred shares accrue interest daily. Whether the flywheel keeps turning depends entirely on new money coming in. The louder the story about big players buying in, the better his books look.

Someone in the comments made a pretty cutting point: Tesla bought Bitcoin back in 2021, then sold most of it later. Telling Musk to “go deeper” is basically asking him to admit he sold too soon.

I’m not saying BTC is no good. I’m saying that when the biggest holder tells others to buy, first think about what’s in it for him. On the 18th anniversary of the white paper, remember that Satoshi wrote about not needing to trust a third party—not about trusting someone who’s touting a coin.
#比特币 #Saylor

Michael Saylor publicly stated on X: Leading platforms have tapped their own balance sheets and committed to fully covering users’ losses. He expects them to follow through.
His take on the incident: The industry will learn from it, strengthen its security, and become more resilient.
This is a public vote of confidence in the industry from a long-term bull.$BTC #Saylor #CryptoSecurity

I really can’t bring myself to applaud Saylor’s analogy today.

The gist of what he said: claiming there’s no reason to hold BTC because AI can hack crypto apps is like saying there’s no reason to speak English because AI can hack chat apps. It got 420,000 views and over 5,500 likes, and the comments were full of people calling him a “legend.”

The problem is, these two things are nothing alike. If a chat app gets hacked, you lose your privacy; you still have your English. If an exchange app or wallet extension gets hacked, you lose your coins. Once they’re transferred on-chain, it’s irreversible—there’s no customer support to roll it back. English doesn’t need a private key; BTC depends entirely on one. Comparing something you can lose without losing anything to something that can leave you with nothing is a bait-and-switch.

I believe that the protocol hasn’t been compromised by AI. But ordinary people don’t interact with BTC through the protocol; they use apps, seed phrases, browser extensions, and links that may be phishing scams. AI is driving the cost of phishing and social engineering down to practically nothing. That’s the real risk, and Saylor dismisses it in one sentence as needless worry.

And let’s not forget who he is. Strategy is basically one big leveraged BTC position, so telling people “don’t panic, keep holding” is part of his job. It’s just like Calacanis shouting “sell now, retest 57k” the other day. One’s bullish, the other’s bearish, and both are chasing attention.

My view is simple: you can hold BTC, but don’t let a big name’s polished sound bite convince you that security risks don’t exist. Hardware wallets, address whitelists, and not signing things blindly are worth more than any catchy quote.

#BTC #Saylor

$BTC vs "anyone can make a coin": Michael Saylor's answer is worth thinking about 💬

The argument critics make: anyone can launch a new cryptocurrency in minutes, so why should Bitcoin be worth anything special?

Saylor's reply: that's like saying there's no reason to learn English because anyone can invent a new language.

The point behind it: a language is valuable because of how many people already use it, not because it's hard to create one. Bitcoin works the same way:
• Millions of holders and years of liquidity
• The largest mining network securing it
• ETFs, banks and public companies building on it
• A fixed supply of 21 million that no one can change

A new coin can copy the code, but not the network around it.

The other side: critics say network effects can fade, and that Bitcoin still has to prove itself as money, not just as an asset to hold.

Saylor's company Strategy holds about 848,500 Bitcoin, and you can follow it through its tokenized stock $MSTRB

Does the language analogy convince you? 👇

#Bitcoin #Saylor #CryptoDebate

【Market Update】Saylor fired another shot! Someone said: “Anyone can issue a coin anyway, so why buy Bitcoin?” He responded with an analogy: “That’s like saying anyone can invent a language, so there’s no need to learn English.” Being able to create something doesn’t mean it’s valuable; new coins appear every day, but Bitcoin’s consensus and status can’t be replicated just by copying some code. Is that a fair rebuttal, or is he shifting the goalposts? Which side are you on?
$BTC $ETH $SOL
#Saylor #比特币 #Opinion
(Source: U.Today)
⚠️Risk warning: The above is shared for informational purposes only and does not constitute investment advice. Investing involves risks; please exercise caution.

The biggest buyer has stopped buying: $200 million poured into its own stock

Put simply, this is a lot more interesting than BTC dithering around $80K. The October 26 SEC 8-K filing says it in black and white: Strategy didn’t buy a single BTC during the week of October 19–25, leaving its holdings unchanged at 848,517 BTC, with an average cost of $75,446. Yet in the same week, it spent $204.9 million buying back 2.068 million shares of STRC preferred stock. The week before was similar: $22.1 million went to buying BTC, versus $193.1 million spent on buybacks. My take: Saylor hasn’t changed his mind—he’s just done the math. With BTC at around $79,800, there isn’t much upside left above his cost basis, so it makes more sense to lighten the load of his company’s own preferred stock first. Its BTC holdings didn’t budge. It may just be a one-week shift in capital allocation, but the signal is clear: even the most committed buyer is becoming price-sensitive. The “there will always be someone to buy” narrative deserves a question mark for now.
(Source: SEC 8-K filing dated October 26; Saylor’s post on X)

#比特币 #Strategy #Saylor #ETF

Saylor reposted the latest report by Alex Thorn, head of research at Galaxy Research, putting Thorn’s assessment in front of his followers: Bitcoin’s bear market ended in June, and it has now entered an accumulation phase. A bottom is in, and selling pressure is easing.

The report cited several pieces of evidence: Bitcoin has closed above its 50-week moving average for five consecutive weeks; the monthly average transfers from addresses that have been dormant for more than five years fell from 67,000 BTC in 2024 to 34,000 BTC this year; and U.S. spot ETFs have continued buying at lower prices. Thorn’s view is that the crowd has left, while the debasement-hedge thesis is growing stronger.

This time, Saylor didn’t write a long post of his own—he simply reposted a fellow researcher’s work.

$BTC
#Saylor #比特币 #Galaxy

Saylor has paused Bitcoin purchases, holding firm at 840,000 coins.
This is clearly a hard landing after high-volume stagnation. The whales have shown their hand: they don’t want to buy and may even want to sell.
Without this anchor, the market is likely to thrash around like a headless chicken in the short term.
Don’t rush to buy the dip. Wait until these whales start moving again.

#比特币 #Saylor #MarketAnalysis

Michael Saylor’s two moves on X over the past couple of days are more intriguing than any research report.

In his reply to Jack Dorsey, he called Bitcoin a “moat,” recasting the company’s rationale for buying it from “hoarding” to building a “defense.”

Even more unusual, his customary Sunday $BTC chart was missing. That chart had become almost a prelude to buying more, and the market had grown used to looking at it to guess how much he had bought. When he didn’t post it this week, some wondered whether he had hit pause.

The Bitcoin treasury company he leads is the world’s largest corporate $BTC holder, and its Q3 earnings are due after market close this Thursday (10/29). The market is watching to see whether it can keep the flywheel spinning—raising money at a premium to buy more Bitcoin. The scale of its profits isn’t the focus.

Right now, $BTC is hovering around the $80,000 mark, at about $80,400. We’ll know on Thursday whether the flywheel is still turning.

#比特币 #Saylor

Saylor’s treasury company is caught up in MSCI’s new index rules. The company, known for raising money by issuing shares to buy crypto, currently holds 848,517 $BTC —about 4% of the total supply. MSCI classifies these crypto-holding treasury companies as non-operating entities. The final list will be announced on November 11, and the new rules take effect after the market closes on November 30. The company is also due to report earnings on Thursday. If its index eligibility changes, the engine of issuing shares to raise funds for buying bitcoin could stall. $BTC #Saylor #MSCI #Macro

Saylor says a new four-year bull market has begun.

Honestly, coming from him, that statement contains almost no information.

What he basically said was: We’ve bounced $20,000 off the 200-week moving average, and we’re at the starting point of the next bull market. The media put its own spin on it, and suddenly it became “BTC to $100K within 12 months.”

The problem is that Strategy is sitting on more than 840,000 BTC, and the company keeps buying by issuing shares and preferred stock. This whole model depends on the story that “the bull market is still on.” You ask the biggest bull whether we’re in a bull market? When has he ever said we weren’t?

Now look at the data itself. BTC is hovering around $82,000, having just fallen from $85,000 a few days ago. It’s dropped below the 50-day moving average, and ETFs saw net outflows of more than $600 million in a single day. It’s true that BTC has bounced $20,000 off the 200-week moving average, but that only suggests buyers are probably stepping in near the bottom. It doesn’t prove anything about a four-year cycle.

The funniest part is the wall of “BREAKING: SAYLOR CONFIRMED” posts on X. Dozens of accounts copy-pasting the same line, while memecoin projects jump into the replies to shill their coins. “Confirmed”? He’s not a central bank.

My take is simple: Treat Saylor’s words as a gauge of sentiment, not as a basis for your position. His cost basis, financing channels, and holding period have nothing to do with you. He can handle a 50% drop—but can you? You know the answer.

#BTC #Saylor

Michael Saylor (Strategy) once again said that $BTC will rise above $100,000. Meanwhile, the price is around $82,000, and the all-time high of around $126,000 was exactly a year ago, in October 2025. Saylor’s company continues to accumulate bitcoin, and that’s what keeps $MSTR in the market’s spotlight. But a forecast is no guarantee.
Do you believe $100K is possible by the end of the year? Yes or no? 👇
$MSTR #Saylor

$BTC
🚨🚨 Michael Saylor, one of the most prominent Bitcoin advocates, reckons the next step in the evolution of the financial system is “digital money”

He proposes a Bitcoin-backed stablecoin pegged to the US dollar, combining price stability with a yield ranging between 6% and 8% without any volatility

$MSTR

​This currency differs fundamentally from traditional stablecoins, which don't yield a single penny

As Saylor puts it: “If you’ve got a stablecoin paying you 8%, why on earth would you hold $350 billion in one that pays you nowt?”

​The idea relies on using Bitcoin as a reserve asset that generates a genuine return, whilst maintaining the dollar peg to ensure trust and stability

In this manner, idle liquidity can be turned into a productive asset, reshaping the very concept of holding cash in the digital age and opening up new prospects for investors and institutions alike

$BTC

#Market_Update #bitcoin #Saylor