Investors are watching MicroStrategy closely after a new fresh Bitcoin move put the company back in the spotlight amid renewed crypto market uncertainty.
Saylor drops new signal after $1.25 billion buy
Michael Saylor has teased another potential Bitcoin purchase a little over a week after MicroStrategy added 13,627 coins to its treasury.
Saylor, the outspoken chairman of the world’s largest corporate holder of Bitcoin, again hinted at a possible acquisition in a cryptic post on X published on Sunday.
“Bigger Orange,” Saylor wrote, sharing a screenshot from StrategyTracker that highlighted each time Strategy expanded its Bitcoin reserve. Orange is widely associated with Bitcoin and has become a recurring visual motif in Saylor’s social media messaging.
Moreover, veteran Bitcoin watchers tend to interpret these posts as advance signals. Strategy has confirmed new purchases on multiple occasions shortly after Saylor shared similar teasing references in the past.
MicroStrategy 2026 Bitcoin buying spree
Going into 2026, Strategy has not eased its aggressive Bitcoin acquisition strategy. The firm executed its first buy of the year on Jan. 4, purchasing 1,283 BTC for $115.97 million.
That initial move was followed by a much larger transaction on Jan. 11, when Strategy acquired 13,627 BTC for $1.25 billion. Together, these deals underscore the pace of the company’s ongoing Bitcoin accumulation.
With an average acquisition price of $75,353 per coin, Strategy now holds a total of 687,410 BTC. That stash represents approximately 3.27% of the maximum possible Bitcoin supply of 21 million coins.
However, even as the company’s reserves grow, broader discussions around corporate bitcoin buying and institutional BTC accumulation continue to focus on concentration risk and balance sheet exposure to crypto price swings.
In this context, the latest microstrategy bitcoin signal from Saylor will likely be read as a commitment to continue adding coins despite recent price pressure and ongoing btc market volatility.
Share price pain despite record holdings
Yet Strategy’s persistent Bitcoin buying has not delivered positive returns for equity investors over the past year, as the stock has sharply underperformed.
As of the close on Jan. 16, Strategy shares traded at $173.71, having fallen more than 52% in the previous 12 months. That slide reflects rising concern in late 2025 about the firm’s continued reliance on short-term debt via convertible notes to finance its Bitcoin strategy.
Moreover, Strategy briefly paused its Bitcoin purchases in late December and moved to issue new equity to strengthen its cash reserves. The funding shift came as investors assessed the sustainability of leveraging the balance sheet to support additional crypto buys.
Index risk and sentiment shift
Around the same period, Strategy faced another potential headwind when MSCI signaled it might exclude companies with heavy Bitcoin exposure, such as Strategy, from its indexes. Those exclusion plans were ultimately shelved, easing a major overhang.
These developments gradually improved sentiment and helped push Strategy’s share price away from its year-to-date low of $150, a key technical support area. Analysts warned that a decisive break below that level could trigger significantly deeper losses.
That said, the share recovery remains fragile, and market participants are closely watching how any new Bitcoin purchases will interact with equity issuance, debt levels, and overall risk tolerance.
Outlook as Bitcoin struggles below six figures
As the Bitcoin price continues to fight to reclaim the six-figure mark, Strategy’s heavy concentration in the asset means the company may not be out of danger yet from further drawdowns.
However, Saylor has repeatedly argued that the firm can endure extended periods of market stress if required, framing Bitcoin as a long-term treasury reserve asset rather than a short-term trading position.
In summary, Strategy’s expanding Bitcoin trove, the latest social media signals from Saylor, and the ongoing microstrategy share performance will remain closely linked as investors weigh upside potential against persistent volatility.
Source: https://en.cryptonomist.ch/2026/01/19/microstrategy-bitcoin-saylor-teases-buy/
