MicroStrategy’s Saylor Signals Imminent Bitcoin Buy Amid MSTR Stock YTD Decline

Michael Saylor is signaling another aggressive Bitcoin accumulation for Strategy (formerly MicroStrategy). This signals that the firm is down on its high-stakes treasury strategy even as its MSTR stock falters. Why Saylor is Teasing a New Bitcoin Buy for Strategy On December 21, Saylor posted a cryptic image to X captioned Green Dots ₿eget Orange Dots, referencing the companys SaylorTracker portfolio visualization. Green Dots ₿eget Orange Dots. pic.twitter.com/aLdvPe4YuG Michael Saylor (@saylor) December 21, 2025 The post continues a year-long pattern Saylor has used to hint at a new BTC purchase. Notably, such a weekend teaser is usually followed by a Monday morning SEC filing confirming a significant acquisition. Meanwhile, a new purchase would add to an already staggering hoard. As of press time, Strategy held 671,268 BTCvalued at roughly $50.3 billionrepresenting 3.2% of the total Bitcoin supply. Strategys Bitcoin Holdings. Source: Strategy However, the market has punished the stock in 2025. MSTR shares have collapsed 43% year-to-date to trade around $165, mirroring Bitcoins 30% retreat from its October peak of $126,000. While the company touts a BTC Yield of 24.9%a proprietary metric measuring the accretion of Bitcoin per shareinstitutional investors are increasingly focused on the looming external risks rather than internal yield metrics. However, the most immediate threat to Saylors strategy is not Bitcoins price, but a potential regulatory reclassification. MSCI is considering removing Strategy Inc. from its global indices during its February review. The index provider has flagged concerns that the firm now functions more like an investment vehicle than an operating company. Market analysts have pointed out that the financial implications of such a move are severe. JPMorgan estimates that an exclusion would trigger approximately $11.6 billion in forced selling as passive ETFs and index-tracking funds liquidate their MSTR positions. This mechanical selling pressure could decouple the stock from its Bitcoin holdings, creating a liquidity spiral. In response, Strategy has launched a vigorous defense. The firm called the MSCI proposal arbitrary, discriminatory, and unworkable, arguing that it unfairly targets digital asset companies while ignoring other holding-heavy conglomerates. The proposal improperly injects policy considerations into indexing. The proposal conflicts with U.S. policy and would stifle innovation, it argued. So, Saylors potential new purchase serves a dual purpose: it lowers the companys average cost basis during a market correction, but more importantly, it signals to the market that despite the MSCI threat and the stocks poor performance, the all-in strategy remains unchanged. Read the article at BeInCrypto