Strategy has significantly increased its Bitcoin holdings over the past two consecutive weeks, reaching a position of 761,068 BTC with unrealized gains of 0.21%. CEO Saylor emphasized that with the development of AI, Bitcoin as a digital capital will become more valuable due to its scarcity and neutrality, serving as a safe asset against technological disruption.

Quantitative analyst PlanB proposed the Bitcoin prediction model S2F, predicting that Bitcoin will average 500,000 USD between 2024 and 2028. Although the recent price is around 67,000 USD, PlanB believes the current moment is the best buying opportunity. The S2F model is based on asset scarcity, and its historical predictions have hit multiple times, indicating the market has not yet overheated. However, he also acknowledges the model has blind spots and requires attention to demand-side dynamics.