Saylor releases Bitcoin Tracker again: whales increase holdings, is the market gearing up?

Michael Saylor posted again about Bitcoin Tracker on the X platform on December 28. Based on past patterns, this usually indicates that his business intelligence company Strategy (formerly MicroStrategy) will announce new Bitcoin accumulation data the next day.

On the day of the announcement, Bitcoin’s price briefly broke through $89,000. As of December 29, Bitcoin’s price on Gate was $89,086.62, up 1.52% in 24 hours.

01 Signal Release

Michael Saylor’s every move has become a barometer for the crypto market. The Bitcoin Tracker information he posted on December 28 on X, accompanied by a brief note saying “Back to the orange dot,” quickly drew close attention from all market parties.

This is not the first time. According to clear past patterns, Strategy usually discloses its latest Bitcoin holdings to the market on the second day after Saylor posts such Tracker information.

This highly predictable pattern has made Saylor’s social media activity a leading indicator of institutional actions. The market is holding its breath, waiting to see if this most prominent corporate advocate of Bitcoin will once again activate his billion-dollar-level buying machine.

02 Accumulation Expectations

According to public data, by mid-December, Strategy had accumulated an astonishing 671,268 Bitcoins, worth approximately $60 billion. Its holdings are enough to make it the largest corporate Bitcoin holder in the world.

Recently, Strategy’s actions have shown subtle changes. In the week ending December 21, the company raised $748 million through the sale of common stock, increasing its cash reserves to $2.19 billion, and paused Bitcoin purchases during this period.

Some market observers interpret this move as accumulating ammunition at high prices, preparing for potentially larger purchases or to cope with market volatility. Bloomberg’s analysis pointed out that the company is preparing for its annual interest and dividend payments of about $824 million.

03 Strategic Impact

Saylor and Strategy’s steadfast Bitcoin holdings strategy has gone beyond mere corporate financial investment, becoming a market philosophy and confidence symbol. His view of Bitcoin as “digital property” or “monetary energy” has reshaped many institutional investors’ psychological perception of including cryptocurrencies in their balance sheets.

The influence of this strategy is profound. Data from Q2 2025 shows that 59% of institutional investors have allocated at least 10% of their portfolios to Bitcoin and other digital assets. Corporate Bitcoin holdings currently account for about 6.2% of the total Bitcoin supply.

Analysis suggests that Strategy can withstand a 80% to 90% retracement in Bitcoin prices without affecting its operations. This publicly stated risk tolerance provides a psychological anchor under extreme stress testing, enhancing the stability of the entire ecosystem.

04 Investment Perspective

For ordinary investors, understanding the relationship between whale movements and market structure is crucial. Large-scale institutional holdings reduce circulating supply, which can create fundamental conditions for long-term price increases.

However, investors should also be aware of the market volatility caused by concentrated risks. A single entity holding a large amount of assets could trigger liquidity issues, especially during market stress periods. Recent Bitcoin price tests above $88,000 reflect significant seller pressure.

Data on the Gate platform shows that, while mainstream coins attract attention, some smaller tokens have also shown remarkable gains. This indicates that market funds are seeking opportunities at multiple levels. Investors should pay attention to the overall market structure while monitoring Bitcoin trends.

Future Outlook

As of December 29, Bitcoin’s trading price on Gate was $89,086.62, and the market is closely watching whether Michael Saylor will announce new holdings as expected.

Regardless of whether he adds to his holdings, the 671,268 Bitcoins held by Strategy have become a market cornerstone. Its cash reserves have increased to $2.19 billion, providing ample ammunition to respond to market fluctuations or initiate new purchases.

Gate Web3 Wallet recently launched the “BTC Year-End Closing Price” prediction challenge, inviting users to forecast Bitcoin’s closing price on December 31. This event coincides with a key market moment, allowing traders to participate firsthand and test their market judgment.