Saylor and Strategy's unstoppable strategy: an increasingly bright cycle around Bitcoin

In this volatile crypto cycle, Michael Saylor continues to surprise the market with his dedication to Bitcoin purchases. While last week the asset’s price briefly dipped below $88,000 before rising above $89,500, the billionaire entrepreneur remained steadfast. His company, Strategy, continues to heavily invest in the leading digital asset regardless of short-term turbulence.

Two Weeks of Fire: Over a Billion Spent on BTC

Between December 12 and 14, Strategy completed an impressive acquisition: 10,645 BTC for a total of $980.3 million, at an average price of $92,098 per unit.

What makes this move truly remarkable is the context: it is the second consecutive week in which the company has invested nearly a billion dollars in Bitcoin. The previous week, it had already acquired 10,624 BTC for $962.7 million. An unprecedented pace that demonstrates Saylor’s firm belief in the long-term value of the asset.

The Record Portfolio and Behind-the-Scenes Financial Moves

Today, Strategy holds a total of 671,268 BTC, resulting from approximately $50.33 billion invested over time, with an average cost of $74,972 per Bitcoin. A digital treasure that is constantly growing.

But how does Saylor finance these colossal operations? Primarily through the sale of common shares: in this case, $888.2 million raised from share issuances, supplemented by sales of preferred shares. A move that dilutes current shareholders but sends a crystal-clear message: Bitcoin is more valuable than any equity.

Simultaneously, the company has also established a liquidity reserve of $1.44 billion. The explicit goal is to preserve the entire BTC position without being forced to sell a single unit to pay dividends or debt interest. It’s an unequivocal signal to investors: the Bitcoin treasury remains untouchable.

Between Global Speculation and Markets Looking Ahead

Meanwhile, Bitcoin’s price has been affected by global uncertainties. Some analysts have speculated that the temporary dip below $88,000 is related to expectations of possible rate hikes by the Bank of Japan. A dismantling of carry trade strategies could theoretically put pressure on risk assets like Bitcoin.

However, not everyone agrees with this interpretation. Analyst Sykodelic hit the mark on X, emphasizing how professional markets anticipate events. What anonymous traders discuss on social media has already been digested by experienced investors and market makers weeks in advance. Markets move forward, not backward.

When the Market Wobbles, Saylor Accelerates

Saylor’s strategy is now transparent: every dip is a golden opportunity to accumulate Bitcoin. The perfect timing doesn’t exist in his dictionary; what matters is consistency. And to maintain this relentless pace, he doesn’t hesitate to rely on aggressive capital raises, fully accepting shareholder dilution.

Interesting parallels can be seen in other areas of the crypto market: Ethereum and Solana experienced similar oscillations this same week, confirming the sector’s widespread instability. Yet, no other CEO demonstrates as much determination and methodical approach in capitalizing on these opportunities as Saylor.

The Numbers That Matter

• 10,645 BTC acquired by Strategy between December 12 and 14
• $50.33 billion invested overall by the company in Bitcoin
• $1.44 billion in liquidity reserve to protect the position
• Current BTC price: $91.26K
• Average cost per BTC: $74,972

Basically, Saylor has already decided his next move, regardless of market actions. If Bitcoin were to drop to $50,000 tomorrow, he’d be eager to hit the “buy” button again. For him, every dip is a blessing: it means Bitcoin, already extraordinary, becomes even more valuable for future informed buyers.