hodler

2 Feb 2026, 13:20

Michael Saylor’s Strategy Buys Again as Bitcoin Stands Above $77K—But What’s the Endgame?

On Monday, Strategy boss Michael Saylor revealed that his bitcoin treasury firm, Strategy, scooped up additional bitcoin. The move lands as bitcoin’s price has taken a notable hit, sliding 13% over the past 30 days. While bitcoin is once again hovering below the $80,000 mark, Strategy has added more bitcoin to its balance sheet. On

2 Feb 2026, 13:18

Finance guru Raoul Pal reveals the hidden liquidity shock hitting Bitcoin

Raoul Pal, CEO and founder of Global Macro Investor, has said that the ongoing cryptocurrency sell-off is driven by a tightening U.S. liquidity environment and constant government shutdowns, not structural weakness of the crypto market. In a recent post on X addressing ‘the big narrative’ that ‘the crypto cycle is over,’ the finance veteran called this combination of factors financial ‘plumbing.’ As examples, Pal cited the drawdown of the Federal Reserve’s Reverse Repo facility, which was largely completed in 2024 and the rebuild of the Treasury General Account (TGA) last summer, which had no monetary offset. ‘There is another factor at play that we have all missed… That factor is that US liquidity has been held back due to the 2 shutdowns and issues with US plumbing (the drain of the Reverse Repo was essentially completed in 2024). The TGA rebuild in July and August therefore had no monetary offset. The result was a drain in liquidity…’ Pal wrote. https://t.co/M5mLAi3XLA — Raoul Pal (@RaoulGMI) February 1, 2026 Pal also dismissed claims that the downturn is due to uncertainty surrounding President Donald Trump’s reported vote for Kevin Warsh as Federal Reserve chair. While Warsh has been known as ‘hawkish,’ meaning he would be reluctant to cut interest rates, Pal rejected that view outright. ‘ Warsh will cut rates and do nothing else,’ he wrote, adding that liquidity policy would ultimately be driven by Trump and Treasury Secretary Scott Bessent through the banking system. The connection between Bitcoin and the U.S. economy While Global Total Liquidity usually has the strongest long-term correlation with Bitcoin ( BTC ) and the NASDAQ, the finance guru explained that the U.S. Total Liquidity is actually the dominant driver in this phase of the cycle. After all, the U.S. remains the primary source of global liquidity, and right now it is restricted. Software as a Service (SaaS) and Bitcoin are both long-duration assets. When liquidity retreats, those are the first to be repriced. The recent rally in gold has absorbed marginal liquidity that would otherwise have supported higher-risk assets. With insufficient liquidity to support everything, risk assets paid the price. Yesterday’s U.S. government shutdown was another key factor. This time, Treasury preemptively avoided drawing down the TGA and instead added to it, extending the liquidity drain. This has created what Pal dubbed an ‘air pocket’ in the market, and it explains the severity of recent price action, most notably in crypto. The silver lining, however, is that this appears to be the final major liquidity hurdle. Signs point to the shutdown being resolved imminently. Once the problem is out of the way, liquidity will return. Featured image via Shutterstock The post Finance guru Raoul Pal reveals the hidden liquidity shock hitting Bitcoin appeared first on Finbold .

2 Feb 2026, 13:16

Michael Saylor’s Company Profits from Bitcoin Amidst Market Fluctuations

Company's Bitcoin investment faces challenges as market prices dip below costs. Latest Bitcoin acquisition results in immediate per-unit financial loss. Continue Reading: Michael Saylor’s Company Profits from Bitcoin Amidst Market Fluctuations The post Michael Saylor’s Company Profits from Bitcoin Amidst Market Fluctuations appeared first on COINTURK NEWS .

2 Feb 2026, 13:14

Michael Saylor's Strategy added $75 million in bitcoin to holdings prior to last week's crash

It was a relatively small purchase for the company, which now holds 713,502 bitcoin purchased at an average price of $76,052 each versus the current price of about $77,000.

2 Feb 2026, 13:12

Oracle shares slide latest $50 billion AI infrastructure funding plan

Oracle stock slipped 3% in early premarket trade after the company revealed plans to raise up to $50 billion for AI-driven data center expansion, unsettling investors already wary of debt and dilution. The Oracle announcement lands as hyperscalers race to secure AI infrastructure, pushing data center deals to record levels and balance sheets under strain. In a statement released yesterday, Oracle expressed its goal of raising between $45 billion $50 billion in gross proceeds during the 2026 calendar year through a mix of debt/equity. The company targets capacity expansion The capital raised will be utilized for the purposes of expanding capacity to support contracted customers using its cloud offerings, including Nvidia, Metagroup, OpenAI, Facebook, AMD, TikTok, eXample AI etc. The announcement led to more cautious reactions by investors regarding Oracle ‘s latest capital expansion efforts as it relates specifically to AI technologies. In addition, a TD Cowen research analyst published an analyst report that added more negative sentiment for Oracle, as it reported that “channel checks” suggested Oracle is considering layoffs of anywhere from 20 to 30,000 workers over the next 12 months. The analyst estimated these layoffs would provide additional free cash flow of approximately $8 billion-$10 billion. Furthermore, one of the many options available for reducing leverage is through layoffs, along with asset sales and vendor financing options. When contacted for clarification about the contents of this research report, Oracle declined to make any comment. This is despite that Oracle says a big artificial intelligence data center going up in New Mexico will create twice as many permanent jobs as the company first thought, 1,500 positions once construction wraps up. The company put out the revised numbers by the end of January. Executive Pradeep Vincent wrote on LinkedIn that the project “will deliver high-quality jobs, sustainable infrastructure, and long-term economic benefits to Doña Ana County.” Oracle frames AI investment as a high-stakes gamble The concerns regarding Oracle’s AI execution have intensified since the company’s initiation of $18 billion in bond sales for September, and more recently, a $300 billion deal with OpenAI; as such, Oracle’s funding model has come under intense scrutiny. The Oracle slump has been ongoing in 2026, last month the data centre company lost more than $463 billion in value since hitting a record high of $933 billion in September 2025. That drop, just under 50%, has thrown the company out of the top 10 most valuable US firms. It’s the latest blow to a company that investors once treated like a clean bet on artificial intelligence. The drop started right after Oracle posted strong guidance last September for its cloud business, riding hype from rising AI demand. But that same AI trade is now getting crushed, and Oracle is getting hit the hardest. According to Michael Field, Morningstar’s Chief Equity Strategist, the overall market sentiment regarding the future trajectory of AI-related stocks has increased. “The stakes are rising for stocks with AI exposure; we are entering an end game; it is now or never,” commented Field. “We are witnessing companies like Oracle and Microsoft that are ‘all in’ on AI.” Field. Field also stated that the amount of capital invested in AI will require investors to make difficult decisions. “The large scale of capital investments in AI suggests a binary outcome for investors; they must choose to either hold these stocks or sell them.” He noted that the investor backlash to Oracle’s and other companies’ forgoing existing shareholdings in order to incur additional debt to fund their own capital investments is a driver for this reaction. Get seen where it counts. Advertise in Cryptopolitan Research and reach crypto’s sharpest investors and builders.

2 Feb 2026, 13:12

Saylor’s Strategy Buys More Bitcoin Despite Shrinking Paper Gains

The world’s largest corporate holder of bitcoin just announced its latest such purchase, which was executed before the Thursday and Saturday market crashes, at an average price of almost $88,000. The company spent $75.3 million to acquire 855 BTC, with its total stash increasing to 713,502 units. Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC https://t.co/tYTGMwPPUF — Michael Saylor (@saylor) February 2, 2026 The post above shows that the firm’s holdings were bought for approximately $54.26 billion, at an average price of $76,052 per BTC. Given the cryptocurrency’s current price tag of under $78,000, this means that the company’s paper gains have shrunk to under $3 billion. Recall that the number stood at nearly $8 billion just last week when bitcoin was closer to $90,000. However, the asset slumped hard twice in the past week – on Thursday and Saturday. The first one dropped it to $81,000, before the bears took complete control of the market and pushed it south to $74,400 earlier today. This meant that Strategy’s holdings were briefly in the red for the first time since October 2023. Strategy’s own stock has not been spared from the overall market calamity, as it’s down by over 6% in the past five days. The post Saylor’s Strategy Buys More Bitcoin Despite Shrinking Paper Gains appeared first on CryptoPotato .