Saylor Hints at Strategy's First Bitcoin Purchase in Two Months
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Strategy executive chairman Michael Saylor posted "We're Back" on X, signaling the company's first Bitcoin purchase since June 22; at the time of posting, Bitcoin traded at roughly $79,000, up about 24% over 30 days.
What did "We're Back" actually say?
Saylor posted just two words on X — "We're Back" — with no details on size or timing.
Markets widely read it as Strategy resuming Bitcoin purchases after a roughly two-month pause.
This means → it is not a formal disclosure but a signal: the company is switching from "sell coins + stockpile cash" back into accumulation mode.
What has Strategy been doing for the past two months?
In prior months Strategy sold some Bitcoin to shore up its balance sheet, then halted sales.
It raised roughly $2 billion by issuing MSTR shares to build a dollar reserve.
It also began buying back preferred shares (STRC) — an overall defensive posture of replenishing cash and stabilizing the capital structure.
In plain terms = the past two months were "pull back + reload"; this post hints at going back on offense.
Where is Bitcoin trading now?
At the time of the post, Bitcoin was at roughly $79,000, up about 24% over 30 days.
Earlier on Friday it had dipped to $76,800 intraday before rebounding.
The bounce came after Fed Chair Kevin Warsh delivered a hawkish speech at Jackson Hole — a complex signal for markets, yet Bitcoin chose to move higher.
What does this mean for the market?
Strategy is one of the largest publicly listed Bitcoin holders in the world; its buy/sell moves are a market bellwether in their own right.
This means → a confirmed resumption of buying would put the biggest "institutional whale" back in the market — a clear short-term positive for sentiment.
A caveat: so far there is only a tweet, no SEC filing or formal disclosure. The actual purchase size and timing remain unknown.
市场有风险，内容仅供研究参考，不构成投资建议。