From 2.13 billion to "Still Need to Buy": Saylor's Steadfast Signal Amid Macro Storm

Michael Saylor just finished saying “consider buying more Bitcoin,” while Strategy has just completed its largest single purchase in history. This is not simply a repetition of words but a clear signal: in the current environment of increasing macro uncertainty, this major Bitcoin institutional holder is still adding to their position.

Just Bought, Still Buying: The Accelerating Trend Behind the Data

On January 19, Strategy completed a landmark purchase: investing $2.13 billion to acquire 22,305 BTC at an average price of $95,284 per Bitcoin. The scale of this transaction not only broke Strategy’s previous single-purchase record since launching its BTC reserve strategy in 2020 but also reflects Saylor’s absolute confidence in Bitcoin.

As of January 19, Strategy holds 709,715 BTC, with a total investment of approximately $53.92 billion and an average cost basis of about $75,979 per Bitcoin. In other words, Saylor bought each Bitcoin at an average price of $75,979, and with Bitcoin currently around $89,586, the unrealized paper profit is already quite substantial.

What’s even more noteworthy is the clear acceleration in accumulation pace. According to relevant information, at the end of 2025, Strategy’s single purchase was only a few hundred BTC. After entering 2026, the buying spree significantly increased: on January 12, an additional 13,627 BTC were acquired, and on January 19, another 22,305 BTC. In just one week, the accumulation exceeded 35,000 BTC. This acceleration in buying activity speaks volumes.

Why Buy More at This Point in Time

The current market environment is indeed complex. The world faces multiple pressures: the Federal Reserve’s ongoing tightening, rising geopolitical risks, escalating trade tensions, and more. Bitcoin has fallen 7.63% over the past 7 days. In the short term, there is a risk of a correction.

But Saylor’s logic seems entirely different. He’s not looking at short-term candlestick charts but is strategically planning for the long term. Relevant information indicates that although the Fed maintains a hawkish stance verbally, it has quietly begun liquidity adjustments, planning to inject about $55.3 billion into the market between January 20 and February 12. Such signals often imply that opportunities for risk assets are brewing.

Saylor has stated that the company’s goal is to leverage technology to repair the monetary system and provide a zero-volatility, 8% annual yield bank account for one billion people. This is not short-term speculation but a deep belief in Bitcoin as the ultimate hard asset.

The Market Significance of Institutional Accumulation

Strategy’s continuous accumulation plays an important role as a market indicator. As the first publicly listed company in the US stock market to include BTC as a core reserve asset, each of its buying actions is seen as a barometer of institutional sentiment toward crypto assets.

According to Polymarket’s forecast data, there is an 82% probability that Strategy will hold 800,000 BTC by the end of the year. This suggests that the market generally expects Saylor’s accumulation to continue. Previously, Saylor also mentioned that the company might buy up to 1.5 million BTC. Although this target seems ambitious, given the recent pace of purchases, it is not entirely impossible.

More importantly, this institutional behavior contrasts sharply with retail sentiment. While short-term traders panic amid price volatility, the true “believers” continue to add to their positions. This highlights the core difference between long-term investors and short-term speculators.

Summary

Saylor’s shift from “already bought $2.13 billion” to “consider buying more” may seem like a simple statement, but behind it lies a firm belief in Bitcoin’s long-term value. In macro uncertainty, institutional actions often speak louder than words. Strategy’s ongoing accumulation not only demonstrates confidence in Bitcoin as the ultimate hard asset but also sends a clear signal to the market: genuine institutional players have never stopped adding.

It will be interesting to see whether Saylor continues to increase his holdings and how this institutional behavior influences Bitcoin’s long-term price trend.