Saylor, despite a $11.7 billion paper loss, advises accumulating more Bitcoin amid the $61K dip, citing long-term potential. The author draws a parallel between Saylor’s logic and BNB, pointing out BNB’s quarterly burns, growing institutional recognition, and Binance's massive user base and market share. Holding BNB provides airdrops, interest, and project participation benefits beyond just price gains. As BTC hits support levels and BNB trades at $594 (down 56% from ATH), the author questions if this is a buying opportunity inspired by Saylor's strategy.
Cocoon AI Summary
I came across Saylor's tweet last night, and it really energized me.
$BTC Just dipped below $62K, everyone is panic selling, and he posted a holdings chart with the caption:
"A good time to add more dots."
This chart is called the 'orange dot chart' in the community; every time Saylor posts it, we see an 8-K filing confirming new buys the next day.
He’s currently looking at a paper loss of $11.7 billion, holding 843,706 BTC at an average cost of $75,699.
He’s down $11.7 billion and still calling for more accumulation.
If it were regular folks, they would have already cut losses and bailed.
But Saylor's logic is different from us retail traders.
Saylor once said: sell 10 to 20 BTC, and you could buy back 200. Net buying is the goal, not the price.
He doesn't care about short-term price swings; he's focused on: How much will BTC be worth in ten years?
Following this logic, I suddenly thought of two other things:
BNB. And Binance.
Why Saylor's logic also applies to $BNB ?
Saylor's reason for holding BTC forever:
Limited supply, continuously halving.
Institutional acceptance is steadily rising.
The platform (Strategy) is continuously expanding.
These three points, BNB covers them all.
BNB burns every quarter, with the target reduced from 200 million to 100 million—more direct than BTC halving.
Institutional recognition? Grayscale is applying for an ETF, Coinbase is joining the roadmap; this is happening this year.
What about the platform?
Binance has 280 million users and has processed $125 trillion in trading volume, capturing 41% of the global spot market. Fox News
Saylor is betting on Bitcoin's network effect.
We're betting on Binance's network effect.
The logic is exactly the same, yet BNB's price is still at $594.
$币安人生 : Why I'm bullish on BNB and the Binance way of life.
I dug into my Binance records:
I've earned some from Launchpool airdrops multiple times.
Participated in the Alpha trading competition and made some gains.
HODLer airdrops, BNB periodically locked up for automatic earning.
These gains are because I hold BNB.
Not holding BNB means those gains are going to others.
Saylor is willing to endure a $11.7 billion loss for the long-term hold of BTC.
I hold BNB, not just waiting for the price to pump, but also earning airdrops daily, collecting interest, and participating in new projects.
This is way more cost-effective than Saylor's strategy.
Is now a good entry point?
BTC: $61,739, testing the $60,420 low, $60K is the last line of defense.
BNB: $594, down 56% from ATH of $1,369, but the ecosystem is still expanding.
Saylor said at $62K, 'It's time to add to the position.'
I'm looking at BNB at $594, also pondering the same question.
Not saying this is definitely the bottom, but:
Historically, every time there's extreme fear (fear index at 23), it's been a good opportunity to look back.
What smart money is doing is more worth referencing than the candlesticks.
I don't know if it will pump, but Saylor is down $11.7 billion and isn't bailing; what are you scared of buying BNB at $594?