#Strategy低位加仓1550枚BTC Bitcoin won't "die" for too long!

Bitcoin's price recently fell below $60k, down more than 50% from its all-time high of $126k on October 12, 2025. Market panic sentiment is rising, and the voices of "Bitcoin is dead" are ringing again. At this moment, CZ posted on X: "Bitcoin won't be 'dead' for too long. Don't panic," in large friendly letters. Almost simultaneously, Strategy (formerly MicroStrategy) announced it bought 1,550 bitcoins at the lows, costing about $100 million, increasing its holdings to approximately 845k coins. Why is the market so sluggish, yet these veteran players choose to go against the trend? Is the current position close to the bottom? Historical cycles, institutional logic, and analyst opinions provide clear answers.
The immediate cause of the current downturn is that after Bitcoin surged in 2025, it entered a significant correction, which is a typical high point retracement after the halving. In past cycles, the decline exceeded 80% in 2017-2018, about 75% in 2021-2022, and this 50%+ retracement is consistent with the pattern.
Main driving factors include: profit-taking and ETF fund outflows. Recently, US spot Bitcoin ETFs experienced net outflows of billions of dollars, amplifying selling pressure. Macro environment pressures include fluctuations in interest rate policies, changes in risk asset preferences, and capital shifting to sectors like AI, all putting overall pressure on the crypto market. Sentiment amplification occurs as panic spreads rapidly on social media, causing retail investors to cut losses at lows, further increasing volatility.

Some analyses point out that MicroStrategy's small sales previously briefly triggered market nerves. These are short-term phenomena. The core logic of Bitcoin—its total supply cap of 21 million, the halving mechanism reducing new supply, and the trend of institutional and sovereign adoption—has not reversed.

Why is CZ so optimistic?
CZ has witnessed Bitcoin's multiple recoveries after being declared "dead." His statements are based on long-term observation, not emotion. Bitcoin has never truly died; each low has been followed by new growth. CZ repeatedly conveys that short-term volatility does not change its attributes as a store of value and a decentralized asset. History shows that holders who persist through cycles earn returns far exceeding frequent traders. In the current environment, this stance is especially convincing: when most people exit, those with conviction see it as an accumulation window. CZ has also predicted that Bitcoin will eventually surpass gold in market value, though it will take time, the trend remains firm.
Clear signals from institutional actions
Strategy's buying is not an isolated case. Led by Michael Saylor, the company has long adopted Bitcoin as its primary reserve asset strategy. After previous small sales, it quickly replenished and increased holdings at the lows, viewing the correction as an opportunity to lower the average cost. Currently, its holdings represent a significant portion of Bitcoin's total supply, along with cash reserves management.
Institutional logic is clear: they buy in batches over years or even decades when prices are discounted. The $50,000-$60k range is attractive compared to historical highs, while ETF channels, corporate treasury allocations, and potential sovereign adoption are still progressing. Institutional entry usually signals easing selling pressure and the start of bottom formation.

Support from well-known analyst perspectives for long-term logic
Cathie Wood-led ARK Invest remains bullish on Bitcoin long-term. Although their forecast has been slightly adjusted due to the rapid development of stablecoins, they still maintain strong targets: $1.25 million in a bull market scenario by 2030, and $600k in a baseline scenario. Wood believes the current correction is a "necessary test," and Bitcoin will become stronger under pressure, with institutional and sovereign adoption driving the next growth phase. Other institutional views also point to recovery. JPMorgan and others suggest Bitcoin's volatility has decreased relative to gold, with long-term targets reaching $170,000-$260k. Historical cycles show that such retracements often lead to significant rebounds, especially when panic sentiment reaches extremes.
Historical perspective: $50,000-$60k still attractive, possibly testing lower support
Looking at Bitcoin's history, current prices are near the previous cycle's high, even below some early bull market peaks. A 50% retracement is normal for cycles, not a sign of collapse. From the interval trajectory, Bitcoin often tests lower levels at the peak of public panic—analysis points to a possible dip near $40k. At that point, selling pressure is exhausted, and chips are concentrated, creating an ideal entry window for institutions and large players.
The $50,000-$60k range already shows clear value: risk-reward ratio improves, and long-term holders' cost basis is supported. History repeatedly proves that those who persist in similar ranges ultimately achieve substantial returns.

Is this the bottom? The bottom is not an exact price point but a process.
Currently, we are in a bottoming phase: prices have sharply retraced, institutions continue to buy, panic is high but fundamentals remain solid. It’s impossible to predict the absolute lowest point, but if testing $40k occurs, it will likely become a strong reversal point.
The key is the holding logic: Bitcoin's value comes from scarcity, network effects, and global adoption trends, not short-term quotes. Navigating cycles requires understanding rather than emotional following.

Summary: Bitcoin won't "die" for too long. The current sluggishness is a result of cyclical inevitability combined with external factors, but supply-demand trends, institutional actions, and long-term analyst forecasts all point upward. CZ's calm statement, Strategy's accumulation, and the firm views of Cathie Wood and others form a clear signal—staying rational amid panic allows capturing opportunities within ranges. History repeatedly shows that when everyone is most panicked, it is often the best window for accumulation. Bitcoin at $50,000-$60k remains in a long-term attractive position.