Morning Minute: Saylor and Tom Lee Buy Big

2 weeks ago 12

Morning Minute is simply a regular newsletter written by Tyler Warner. The investigation and opinions expressed are his ain and bash not needfully bespeak those of Decrypt. Subscribe to the Morning Minute on Substack.

GM!

Today’s apical news:

Crypto majors autumn 1-3%; BTC astatine $90,600
The CFTC to aviator tokenized collateral with BTC, ETH & USDC utilized arsenic collateral
Saylor ($963M) and Tom Lee ($429M) some bargain large past week
BlackRock files S-1 for ETH staking ETF ‘ETHB’
Stripe rolls retired stablecoin payments crossed EVM networks

Two of the biggest names successful crypto investing bought large past week.

And proved that they inactive person the quality to rise superior during marketplace downturns.

Both Michael Saylor and Tom Lee softly loaded up past week.

First, Saylor’s Strategy added $963M successful BTC (10,624 BTC to beryllium exact) to its equilibrium sheet, marking 1 of its largest buys since the summer.

Strategy Drops Nearly $1 Billion connected Bitcoin, Marking Largest BTC Buy successful Months

That full is much than the full magnitude of BTC bought by Saylor implicit the past 3 months.

Then came Tom Lee, whose steadfast BitMine boosted its Ethereum holdings to $12B by acquiring different $429M successful ETH (138,452 ETH to beryllium exact).

Perhaps astir notable, BitMine added to its currency presumption during the week arsenic well, present holding $1B successful currency (up from $800M).

Tom Lee’s BitMine Buys $429 Million successful Ethereum arsenic ETH Rebounds

"BitMine provided its latest holdings update for Dec 8th, 2025: $13.2 cardinal successful full crypto + "moonshots": -3,864,951 ETH astatine $3,139 per ETH

- 192 Bitcoin (BTC)

- $36 cardinal involvement successful Eightco Holdings (NASDAQ: ORBS) (“moonshots”) and

- full currency of $1.0 billion." - BitMNR connected X

“MSTR raised $1B successful 1 week, the aforesaid magnitude it took them 4 months to rise successful 2020. The exponential inclination continues” - James Van Straten, Coindesk analyst, connected X

There has been a batch of interest astir the DAT commercialized unwinding, and neither Saylor nor Tom Lee person been spared from that conversation.

The vigor turned up adjacent much precocious erstwhile it was wide speculated that Strategy would commencement to merchantability BTC if and erstwhile its mNAV dipped beneath 1.

Well, it got precise adjacent to 1 successful this latest downturn - and he’s not selling.

In fact, the opposite. He’s buying and successful large size.

It’s relieving for the MSTR bulls retired determination and confidence-building for those acrophobic astir however Saylor would enactment successful this downturn.

But what’s much notable, particularly from a near-term trading perspective, is Tom Lee’s quality to rise superior during this ETH downturn.

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