#strategy增持比特币 on January 12, Strategy (formerly MicroStrategy) announced a $125 million increase in its BTC holdings by acquiring 13,627 BTC, with an average price of approximately $91,519! This marks another major move for them at the start of 2026, now raising their total holdings to 687,410 BTC (worth over $62 billion), accounting for more than 3% of the total Bitcoin supply!
Does this mean Strategy has strong confidence in Bitcoin's long-term outlook?
Absolutely! Here’s my analysis:
Strategic long-term holding: Led by Michael Saylor, Strategy has consistently viewed Bitcoin as "digital property" and a corporate reserve asset. Their purchases are not short-term speculation but are rooted in a firm belief in Bitcoin as "digital gold." Even during the 2025 BTC price volatility, they continued buying, maintaining an average cost of just $75,353 per BTC—demonstrating strong confidence in BTC's long-term appreciation potential, especially amid inflation, geopolitical risks, and the rising wave of institutional adoption.
Funding method shows commitment: This recent acquisition was primarily financed through ATM stock sales and perpetual preferred shares (STRC). Despite recent MSTR stock pullbacks, they chose to dilute equity in exchange for more BTC—a full-on "all-in" strategy betting on BTC’s long-term rise. Historical data shows that each of Strategy’s buying waves has been followed by BTC rebounds, with the market viewing these moves as a "vote of confidence."
Macroeconomic tailwinds: Combined with yesterday’s U.S. CPI data (2.7%, in line with expectations, opening the door for rate cuts), Strategy’s actions further strengthen institutional bullish sentiment. BTC, as a safe-haven asset, stands to benefit significantly during a Federal Reserve easing cycle. Saylor has repeatedly stated publicly that BTC will replace gold and become a trillion-dollar asset—this purchase is living proof!
In short: Strategy’s增持 is not just a financial move but a public endorsement of Bitcoin’s long-term bull market. It will likely inspire more companies and institutions to follow, driving BTC’s price higher over the medium to long term. In the short term, BTC has rebounded from the $90k low, with Q1 targets now aiming for $108k+!
Binance users, act now: Position yourself in spot and futures BTC to catch this institutional FOMO wave! 🚀 What do you think about Strategy’s "Bitcoin Empire" strategy? Share your thoughts in the comments!
#BTC #Strategy #MicroStrategy #Bitcoin #Binance #BullishSignal