Strategy CEO Says Bitcoin (BTC) Buying Would Continue Even Above $130K

Strategy Signals Relentless Accumulation

Strategy has no plans to slow its Bitcoin (BTC) accumulation, even if the asset prints a fresh all-time high. Chief executive Phong Le described the firm as a net buyer this week and said it does not intend to sell, adding that purchases could resume at $80,000, $90,000 and $100,000 — and that buying would likely continue even if Bitcoin breaks above $130,000 for a new record. The stance underscores how the company's long-standing HODL approach treats its BTC treasury as a permanent capital allocation rather than a trade. Fundstrat research head Tom Lee, meanwhile, reiterated that $150,000 by year-end remains achievable, pointing to expanding institutional allocations and the tail end of the four-year cycle. He also argued that passage of a US crypto market-structure bill could set up a strong fourth quarter for both Bitcoin and Ethereum. Near-term risks remain: the US strike on Iran — which pushed Brent crude above $95 and triggered threats against American bases, coinciding with Bitcoin market weakness — and a roughly 60% probability of a Fed rate hike flagged ahead of this month's FOMC meeting.

September's -2.97% Historical Average

The accumulation call lands just as Bitcoin enters its statistically weakest month. Aggregated market data shows the asset has declined in 8 of the 13 Septembers completed since 2013, with an average monthly return of -2.97% and a median of -2.44% — both the worst of any calendar month. June, at -1.59% on average, is the only other month in the red, while every remaining month is positive on average. Equities offer no shelter: the S&P 500 has averaged a roughly 0.6% September decline since 1945, and in the last 10 US midterm cycles since 1986, stocks fell about 17% from prior highs before bottoming around September 2. Last year broke the pattern — Bitcoin dipped to $111,986 intraday but rallied on spot ETF inflows to close September up 5.16%, then peaked above $126,000 on October 6 before a 100% tariff threat triggered $19 billion in liquidations across 1.6 million traders within 24 hours, leaving October at -3.69%.

$80,000-$82,820 Resistance in Focus

This year, the seasonal headwind collides with monetary policy. Bitcoin enters September near $77,500 after a roughly 25% August rally — its strongest August since 2021 — with CME FedWatch pricing a 68.2% probability of a rate hike and Fed Chair Kevin Warsh noting PCE inflation running at 3.7% annually. The 30-year Treasury yield touched 5.28% in late August, levels last seen before the 2008 financial crisis. LMAX Group market strategist Joel Kruger notes that Bitcoin is still retaining most of its gains — the monthly advance was the best since November 2024 — and expects consolidation rather than a breakdown. He identifies $80,000 to $82,820 as the decisive resistance band, arguing that a sustained move above it could reignite the push toward $100,000. Prediction markets appear aligned on the zone: Kalshi traders bet Bitcoin (BTC) reaches $82,000 before September ends. Kruger says upcoming US employment data and Fed messaging will determine whether risk appetite holds. Readers tracking the market in real time can follow live spot and futures prices on Bybit.

FOMC Meeting Sets the Next Test

COINOTAG's read: the three threads form one trade-off between a relentless corporate bid and a hostile macro calendar. Strategy's commitment to buy from $80,000 through $130,000 provides a structural floor, but the Bitcoin Rainbow Chart crowd knows four-year cycles do not override liquidity. The most load-bearing primary signal is CME FedWatch itself — the exchange's derivatives-implied probability feed currently shows a 68.2% chance of a hike at the September 15-16 FOMC, which would be the first since 2023. Until that resolves, the $80,000-$82,820 band is the line that matters.