Yesterday, the price of Bitcoin fluctuated around the $77,000 mark. For short-term traders, it was an exhilarating day; but for publicly listed companies, it was just another ordinary page on the "investment calendar."
MicroStrategy (NASDAQ: $MSTR), Semler Scientific (NASDAQ: $SMLR), Boyaa Interactive (HKSE: $0434), and Metaplanet (TSE: $3350) all made simultaneous purchases, sending a clear signal to the market: institutional holdings continue to "buy in and not sell out" during the pullback.
1. MicroStrategy: The "Bottoming" of Price Discoverers
When the price of Bitcoin fell below the psychological threshold of $80,000, the market's most watched indicator was not the RSI, but Michael Saylor's Twitter.
Yesterday, MicroStrategy disclosed the purchase of 271 Bitcoins, which, while a drop in the bucket compared to its tens of thousands of holdings, had a transaction average price of $77,150 that carries significant guidance. This indicates that even during a price downtrend, MSTR still believes the current valuation has long-term appeal. This "Dip Buying" strategy is essentially searching for a new liquidity equilibrium in the market.
2. Semler Scientific: The "Drip Irrigation" of Medical Cash Flow
If MSTR is a grand "whale swallowing," then Semler Scientific (NASDAQ: $SMLR) is the steady "drip irrigation."
This medical technology company purchased 52 Bitcoins yesterday, using real operating cash flow (money from selling medical equipment). Semler's model proves that for mid-cap companies, there is no need to rely on high-risk leveraged financing; a healthy business can generate substantial Bitcoin reserves. Buying at the $76,800 level shows that real capital remains vigilant against inflation risks.
3. Boyaa and Metaplanet: A Duet from the East
The Asian market reacted swiftly as well.
Boyaa Interactive (HKSE: $0434)'s actions in the Hong Kong stock market are noteworthy. Unlike U.S. companies that are heavily betting on Bitcoin, Boyaa chose to increase its holdings in Ethereum. As a gaming company, Boyaa values ETH for its "fuel" properties in the Web3 gaming ecosystem. This differentiated allocation strategy (Bitcoin for Store of Value, Ether for Utility) is becoming a consensus among tech companies.
Meanwhile, Japan's Metaplanet (TSE: $3350) demonstrated remarkable execution. They bought just the day before and then again yesterday. This high-frequency buying rhythm stems from their unique "yen arbitrage" logic— as long as the cost of yen financing is lower than the expected appreciation of Bitcoin, their buying machine will not stop.
Institutional "Muscle Memory"
Yesterday's market dynamics tell us that after years of experience, publicly listed companies have developed a kind of "muscle memory": price pullbacks are no longer a reason for panic, but a window for increasing positions.
Whether in U.S. tech and healthcare, Hong Kong gaming, or Japanese investment companies, they are weaving a global value capture network with real capital. For investors, keeping an eye on these companies' 8-K forms may be more effective than watching candlestick charts.
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