COINOTAG News reported on October 5 that Michael Saylor shared an update from the Bitcoin Tracker, noting “No new orange dot this week—just a $9 billion reminder of why we hodl.” His statement indicates that Strategy did not report an increase in its BTC holdings for the week, as reflected by public tracker signals.
The comment underscores the firm’s sizable bitcoin exposure and reinforces its long-term allocation strategy without implying any unreported transactions. Market participants often use such tracker annotations to gauge institutional positioning, while recognizing that definitive changes require official balance sheet disclosures.
Investors and analysts should continue monitoring public filings and tracker updates for confirmation of net purchases or sales; until then, the Bitcoin Tracker remains a useful, but not conclusive, indicator of Strategy’s position.