Is the executive insider buying signal coming? MicroStrategy insiders heavily buy MSTR

【CoinPush】An interesting trend. On January 12th, documents from the U.S. Securities and Exchange Commission showed that Strategy company’s director Carl Rickertsen recently bought 5,000 shares of MSTR at a price of $155.879 each, totaling approximately $779,400. This is no small move—according to Insider Screener data, this is his first increase since July 2022, after years of reducing his holdings.

The timing is quite interesting. Recently, Bitcoin has fallen 15% over three months, and MSTR’s stock price has dropped even more dramatically, down over 40%. Increasing his position amid such a decline suggests something.

What is the background? Morgan Stanley Capital International (MSCI) previously considered removing listed companies with over 50% of their balance sheets allocated to crypto assets from the index, although this has not been implemented yet, and the standard still hangs there.

However, analysts’ views remain somewhat optimistic. Brian Dobson from Clear Street adjusted his target price for MSTR from $443 to $268 but still maintains a buy rating. His reasoning is that MSTR remains a “differentiated high-quality tool for leveraged Bitcoin exposure based on net share dilution.” In other words, for investors wanting Bitcoin exposure but also valuing the liquidity of listed companies, this product still holds unique value.