6月9日，Strategy在小规模卖出后重新增持比特币，OEXN表示，这一动作更多体现出机构在波动阶段继续维持配置框架，而非彻底转向防守。CoinDesk提到，该公司最新买入1550枚比特币，并把美元现金储备提升至10亿美元。
OEXN认为，这类增持信号的意义在于，它缓和了市场对机构被动减仓的担忧。尤其是在比特币短线回撤约15%、价格一度跌破6万美元之后，重新买入说明部分长期资金仍愿意在低位补仓并同步保留流动性缓冲。
不过，这并不意味着市场会立刻走出单边修复。机构增持可以改善情绪，但真正决定价格稳定性的，仍是宏观环境、ETF流向以及杠杆清理是否同步完成。
接下来，OEXN分析称，比特币需要在机构增持与整体风险偏好之间找到新的平衡。若后续资金面继续改善，市场有望逐步稳住节奏；若外部压力未缓解，增持带来的提振也可能更多体现在边际支撑上。
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