Michael Saylor's Strategy Shift: Faster Bitcoin Accumulation After Weekly Drop

MicroStrategy Executive Chairman Michael Saylor has revealed a new shift in his Bitcoin investment strategy through an unusual tweet released midweek. “Thinking of buying more Bitcoin,” Saylor wrote on Thursday morning, reflecting the company’s continued determination to strengthen its digital asset holdings despite market volatility.

The New Signal from MSTR Leadership

The timing of this tweet stands out because Saylor typically announces Bitcoin acquisitions at the end of the week. This change in pattern indicates a more aggressive approach by MicroStrategy in accumulating BTC. While Bitcoin is trading below the $90,000 level (currently at $87.95K), Saylor’s decision to announce purchase plans demonstrates confidence in the long-term value of the cryptocurrency.

This is not surprising to followers of MicroStrategy, as the company suddenly increased its Bitcoin purchases. In just the past two weeks, MSTR has bought approximately $3.4 billion worth of Bitcoin, using proceeds from the sale of common and preferred shares.

Approximately $3.4 Billion Bitcoin Investment in Two Weeks

The scale of this recent acquisition shows MicroStrategy’s serious commitment to its Bitcoin strategy. The funds for these purchases came from strategic sales of equity securities, allowing the company to capitalize on market opportunities. This is part of a larger accumulation pattern that has been ongoing for several months.

As of Monday, MSTR’s Bitcoin holdings reached 709,715 coins, with a total value exceeding $60 billion. This makes it one of the largest corporate Bitcoin treasuries in the world, positioning MicroStrategy as a major player in cryptocurrency adoption among traditional companies.

Bitcoin Holdings and Market Positioning: The 709,715 Coins Strategy

MSTR shares fell 1.4% on Thursday as Bitcoin remained just above the $89,000 psychological level. From a stock performance perspective, the volatility reflects market uncertainty about broader cryptocurrency adoption and macroeconomic conditions. However, MicroStrategy’s executive leadership, led by Saylor, continues to buy, indicating long-term conviction in the asset class.

The average cost basis of Bitcoin investments reflects the company’s acquisition strategy. Approximately 63% of the Bitcoin wealth invested has a cost basis above $88,000, meaning significant gains have been accumulated from lower entry points.

Onchain Analysis: Supply Concentration and Market Dynamics

Onchain metrics show significant supply concentration between the $85,000 and $90,000 price levels, with limited support structures below $80,000. This creates a pressure point for the market, but for long-term accumulators like Michael Saylor and MicroStrategy, current price levels remain attractive.

Saylor’s strategic shift—from traditional weekend announcements to more spontaneous midweek tweets—may reflect a more responsive approach to market conditions. While Bitcoin navigates near-term consolidation, corporate treasuries like MSTR continue to leverage volatility as an opportunity to strengthen their long-term positions.