Institutional whale Strategy's 'black hole' capital absorption: 87k high sweeping 855 BTC, while retail investors are still trembling at 76k? At a sensitive moment when Bitcoin's price hovers around the 90,000 USD mark, an 'old player' has once again taken action, shocking the entire crypto market. On February 1st, the institutional whale led by Michael Saylor, the founder of the former MicroStrategy (now renamed Strategy), made a large purchase of 855 BTC at an average price of 87,974 USD! Yes, you read that right, while retail investors are fixated on the candlestick charts, worried about an imminent collapse, this 'Bitcoin enthusiast' is frantically accumulating in the range close to historical highs, as if telling the world: the floor price of Bitcoin is far from just this.
Strategy's 'Bitcoin black hole': locking 3.4% of the global supply
Data shows that Strategy's total Bitcoin holdings have surged to 713,502 coins, accounting for over 3.4% of the entire Bitcoin network supply! Imagine, there are only 21 million Bitcoins in the world, and this institution has hoarded over 700,000, creating a massive 'chip black hole'. Once these Bitcoins are locked up, it means that the circulating supply in the market will decrease further, and the imbalance of supply and demand will drive prices up. This is not just a simple investment, but a strategic level of resource plundering.
Even more brutally, their overall holding cost has risen to $76,052, but the latest buying price has skyrocketed to 87k. What does this indicate? For long-term players like Strategy, price fluctuations are just noise. They ignore short-term corrections and focus on Bitcoin's long-term scarcity. Saylor has publicly stated that Bitcoin is 'digital gold', and Strategy's actions confirm this: they buy at high prices not by luck, but based on a solid valuation model.
'21/21 Plan': exchanging fiat for scarce assets infinitely
Where does Strategy's 'ammunition' come from? The answer is their '21/21 Plan'—by issuing preferred shares and convertible bonds, they convert the infinite liquidity of traditional financial markets into Bitcoin. This operation is arguably the world's largest capital arbitrage game. In simple terms, they borrow money to buy coins and then use the appreciation of Bitcoin to pay off debts, forming a positive feedback loop. Renaming themselves 'Strategy' is itself a showdown: they are no longer a software company, but a 'super savings bank' focused on Bitcoin. They are not speculating on coins, but building a Bitcoin empire. Think about it: while the Federal Reserve is still printing money and inflation erodes your cash, Strategy is using these 'cheap' fiat currencies to acquire absolutely scarce digital assets. The logic behind this is simple yet cruel: the supply limit of Bitcoin is 21 million, while fiat currencies can be printed infinitely. Whoever holds Bitcoin holds the future wealth distribution rights.
Market signal: Institutions are increasing positions, retail investors shouldn't panic
Bitcoin recently corrected 5% from its historical high, and many retail investors began to waver, even considering 'getting off'. But Strategy's actions have sent a clear signal: institutions are still increasing their positions at 88k, why would you give up on small fluctuations? According to my analysis, Strategy’s valuation model likely positions Bitcoin’s target price in the hundreds of thousands. Why? Because Bitcoin is not just a currency, but a new paradigm for global asset allocation. As more countries (like El Salvador) and institutions (like BlackRock) enter the market, Bitcoin's 'network effect' will amplify exponentially.
This cycle is the largest wealth transfer in history: from fiat currency holders to Bitcoin holders. If you have chips in hand, now is the time to test your patience. Don't be misled by short-term noise, remember Saylor's famous saying: 'Bitcoin is hope.' Finally, let me ask you a question: institutions are willing to buy at 87k, why are you hesitating at 76k? Hold on to your BTC and don't miss this revolution!#bitcoin #strategy #BTC巨鲸 #加密货币 #财富转移
