Saylora signals for Bitcoin re-accumulation – what does it mean for the market?

Nowa strategia MicroStrategy na tle recesji poniżej 90 tys. USD

Michael Saylor again signaled to the market. On December 14, he posted on X with the message “Back to More Orange Dots” along with a chart of the corporate portfolio – this traditionally precedes the next phase of accumulation by Strategy (MicroStrategy). Such communications are not accidental: each usually indicates a significant BTC purchase in the coming days or weeks.

For the Bitcoin market, this means an additional demand impulse at a time when the price hovers around $92,170 with a seven-day negative return of -0.31%. Although the quotes remain relatively stable, the influx of institutional capital always influences the psychology of participants in less liquid markets.

Growing Strategy portfolio – now over 660,000 BTC

MicroStrategy already holds an impressive position. The last confirmed accumulation on December 12 was 10,624 BTC (approximately $963 million) at an average price of $90,615. This is the largest single-day purchase since July and further evidence of Saylor’s determination to build a long-term exposure.

The current amount of ~660,624 BTC with an average cost basis of $74,696 is not only the largest corporate wallet in the world – it is also a signal to the entire sector. As the leader in institutional purchases continues its accumulation strategy, other stakeholders and corporate treasuries are paying attention.

What’s happening in the BTC market?

Bitcoin remains in a complex macroeconomic environment. November and December brought waves of outflows from spot ETFs, including a record single-day redemption of $523 million from the BlackRock fund. Central bank actions and changing expectations regarding interest rates create volatility across the entire risk asset market.

Breaking the $90,000 level in November demonstrated demand elasticity but also the fragile ground on which Bitcoin moves. It is precisely such moments – when the price oscillates below previous highs – that traditionally attract large institutional players seeking better entry positions.

Analysts’ forecasts: divergent scenarios

Future forecasts remain varied. JPMorgan is exploring scenarios from consolidation to potential acceleration of growth in 2026, especially if Bitcoin follows the momentum of the gold market. However, such a scenario would require a convergence of favorable factors.

Why is this important: Saylor’s signals as an industry indicator

Every announced Strategy purchase acts as a signal for the entire industry. When Saylor says that Bitcoin still represents an attractive allocation below $90,000, he indirectly communicates to other corporate treasuries and hedge funds that undervalued assets remain undervalued.

If the December 14 post indeed precedes another phase of accumulation – as is usually the case – December could bring further demand reinforcement. This would extend the trend that has already added a five-figure number of coins to the Strategy portfolio during this period.

Strategy remains the largest corporate holder of Bitcoin in the world, and its strategy continues to influence market dynamics. When macroeconomic conditions are uncertain, such institutional signals accelerate cautious moves in less liquid markets.