Bitcoin’s Weakness Sparks Bargain Buying and Millionaires Place Bets

One of the most visible examples is Strategy, the company formerly known as MicroStrategy and led by Michael Saylor.

Michael Saylor's Strategy bought millions of dollars of Bitcoin.

Quick overview

  • Traders, family offices, and hedge fund managers are reassessing their allocation models as Bitcoin's price falls below $92,000 amid macroeconomic concerns.
  • Despite the price decline, institutional investors, including Michael Saylor's Strategy, are strategically buying Bitcoin, viewing the pullback as a long-term opportunity.
  • Recent price corrections have led to significant net inflows into spot Bitcoin ETFs, indicating a resurgence of institutional demand.
  • Analysts suggest that the current market conditions may mirror previous Bitcoin cycles, where deep pullbacks were followed by strong rebounds.

Both traders and family offices, as well as hedge fund managers, reassessed allocation models amid lower Bitcoin price levels.

Bitcoin is at an important crossroads and could shift in either direction sharply.
Bitcoin is at an important crossroads and could shift in either direction sharply.

Bitcoin is going through a period of heightened volatility, combining sharp corrections with renewed signs of buying interest from institutional investors and prominent industry figures who view price declines as an opportunity to position for the very long term.

In recent days, the digital asset’s price fell below $92,000, pressured by macroeconomic concerns and rising global risk aversion. This triggered sell-offs across the crypto market and significantly reduced the market capitalization of assets such as Ether and Solana.

BTC/USD

Rather than deterring all major players, this price weakness encouraged strategic buying by institutional investors and high-net-worth individuals with long-term convictions.

Traders, family offices, and hedge fund managers have been reevaluating allocation models at lower Bitcoin levels, viewing the pullback as an opportunity to accumulate a scarce asset.

Michael Saylor Steps In to Buy Bitcoin

One of the most visible examples is Strategy, the company formerly known as MicroStrategy and led by Michael Saylor, which continues to treat Bitcoin as its primary reserve asset.

Despite the price decline and pressure on its own stock, the company kept accumulating large amounts of Bitcoin and recently executed a purchase of more than $1.25 billion, acquiring roughly 13,627 BTC in a single weekend.

Saylor also sent signals on social media, including a post featuring the phrase “Bigger Orange,” which the market interpreted as a hint of additional purchases, reigniting optimism among investors.

These messages come as Strategy’s Bitcoin holdings approach 700,000 BTC—equivalent to more than 3% of the total supply.

Market Follows Suit

Corporate buying is not the only source of demand. The recent price pullback also triggered tactical purchases by wealthy investors and long-term capital, which see limited-supply assets experiencing temporary declines as offering attractive multi-year return potential.

Some analysts compare the current correction to previous Bitcoin cycles, in which deep pullbacks were followed by strong rebounds during classic bull phases.

In traditional institutional markets, renewed capital inflows have also been observed through regulated products such as spot Bitcoin ETFs. These vehicles recorded their largest net inflows in weeks, signaling that long-only allocators are returning after a period of caution.

Spot Bitcoin ETFs posted net inflows of $1.42 billion over the past week—the strongest weekly performance since early October—amid a resurgence in institutional demand.

According to data from SoSoValue, capital inflows were concentrated midweek. Wednesday stood out as the strongest session, with net inflows close to $844 million, while Tuesday recorded an additional $754 million.

ABOUT THE AUTHOR See More
Ignacio Teson
Economist and Financial Analyst
Ignacio Teson is an Economist and Financial Analyst. He has more than 7 years of experience in emerging markets. He worked as an analyst and market operator at brokerage firms in Argentina and Spain.

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