#比特币资产配置 Saylor's recent moves are worth paying attention to. Historically, after Tracker information is released, there is usually an announcement of increased holdings the next day. The statement about "returning to more orange dots" is already quite clear.

The key is the signal this reflects at the capital level: major institutions are continuously accumulating Bitcoin, especially in the current environment where macro liquidity and policy expectations are uncertain. Such increased holdings essentially confirm the long-term value of allocation.

From an on-chain perspective, whales have stable holdings and little selling pressure. Their buying behavior often indicates a need for asset allocation certainty rather than short-term trading. Comparing similar signals in the past, they usually correspond to price bottoms or key support levels.

It is recommended to focus on two aspects: first, whether other major institutions follow with similar allocation actions; second, the on-chain capital flow during this period, to see if there are signs of large off-chain inflows. Data will speak for itself.