‘Orange or Green?’ Michael Saylor teases fresh Bitcoin buys in 2026
If the ultimate quarter of 2025 was a violent stress check for Michael Saylor’s conviction, the opening days of 2026 are proving to be his vindication.
Whereas 2025 resulted in a spree of liquidation fears and damaged charts, the primary 96 hours of 2026 have shifted the dialog from survival to dominance.
Saylor on Technique
On the 4th of January 2026, Michael Saylor took to X, and shortly after that, Technique’s Bitcoin [BTC] publicity started circulating on X.
Supply: Michael Saylor/X
The submit additionally confirmed a large $61.31 billion portfolio, a battle chest that has successfully turned the enterprise software program agency right into a decentralized central financial institution.
Moreover, a chart from StrategyTracker.com in the identical submit additional mapped the corporate’s large Bitcoin treasury towards the asset’s market value.
Technique’s Bitcoin guess
If checked out carefully, the graphical information additionally reveals a relentless “dollar-cost averaging” (DCA) machine, exhibiting 91 distinct buy occasions over the agency’s historical past.
Even within the ultimate week of 2025, between the twenty second and the twenty eighth of December, Technique proved its urge for food remained unsated, snapping up 1,229 Bitcoin for about $108.8 million.
That particular transaction, executed at a median value of $88,568, signaled to the market that Technique is snug shopping for nicely above its $75k “inexperienced line.”
Whereas no new transaction was formally introduced within the submit, the timing means that Technique is making ready to interrupt its This autumn silence and kick off 2026 with a big acquisition.
Technique’s Bitcoin accumulation and extra
Topping the information, the size of Technique’s dedication has reached a degree of institutional gravity that few imagined potential 5 years in the past.
In keeping with BitcoinTreasuries.net data, Technique’s complete BTC holdings are 672,497 BTC with an aggregate acquisition price of $50.44 billion.
Moreover, the common price per BTC stands at $74,997. This additional coincided with statistics that function a stark reminder of the “leverage entice.”
Within the second half of 2025, Technique’s market worth cratered by $90 billion, a staggering 66% decline, at the same time as Bitcoin’s value remained comparatively resilient.
Market response
The ripple impact of Saylor’s submit was felt instantly throughout each the crypto and fairness markets. Bitcoin rose to $92,557.53, a steady 1.37% climb in 24 hours, because it makes an attempt to seek out agency help above the $90k mark.
In the meantime, Technique [MSTR] inventory outpaced the underlying asset considerably, jumping 5.21% to commerce at $157.16.
With $11.6 billion nonetheless obtainable within the firm’s “at-the-market” (ATM) share sale program, the market is at present pricing in a large, imminent “Orange” buy-wall that might outline the primary quarter of 2026.
Remaining Ideas
- Saylor enters 2026 with renewed momentum, however the scars of 2025’s $90 billion collapse nonetheless form Wall Avenue’s expectations.
- The $11.6B ATM reserve is each a weapon and a warning, suggesting that dilution danger will stay a central investor concern.
