Author: Biteye
Bull markets mass-produce "prophets"; bear markets are the "lie detectors".
As of February 6, 2026, Bitcoin has plummeted from last year's high of $120,000, and early this morning it even broke through the $60,000 mark, with futures briefly touching the "$50,000s". Most of those voices from six months ago shouting "eternal bull market" and "$250,000 by 2026" are now fallen silent, saying nothing.
We tracked the public statements and on-chain actions of six major KOLs and institutions during this round of sharp decline. Data doesn't lie; it brutally reveals who the true believers are and who are just fair-weather followers.
The Only "Real Hardliner": Michael Saylor's Madness and Purity
If there's only one person in the crypto circle who truly practices "walking the talk," it has to be @saylor.
At the peak in October 2025, he shilled; during the crash in January-February 2026, he bought.
When the market panicked over falling below $80,000, MicroStrategy's buying records were nothing short of a "suicidal" hardliner's declaration:
- January 12: Invested $1.25 billion at an average price of $91,519
- January 26: Added $264 million at an average price of $90,061
- February 2: Bought another $75.3 million at an average price of $87,974
In just one month, he increased his holdings by tens of thousands of BTC against the trend, raising his total cost basis to around $76,000. This means that at the current price of $64,500, Saylor is sitting on massive paper losses. But he didn't wait for "bottom confirmation" like the technical analysts, nor did he worry about "recession risks" like the macro analysts.
For Saylor, a drop means only one thing: it's on sale, keep all-in.
Rating: Hardcore (Walks the talk, the one true god)
Putting Money Where Mouth Is: Binance; The Honest "Big Short": Peter Brandt
Binance @binance announced at the end of January that it would convert its $1 billion SAFU fund into Bitcoin and completed the first batch of purchases (about $100 million) on February 2. Fighting off trolls and rumors while putting real money into Bitcoin—this is the responsibility a top exchange should shoulder.
Rating: Top Tier (Protecting the market with real money)
As a bull you might not like him, but @PeterLBrandt has earned respect with his views. Back in the frenzy of October 2025, he poured cold water, warning of a "50% correction risk." Now, he's not being wise after the event; instead, he consistently reinforces his bearish view based on his logic. He might not be buying (and might even be shorting), but his loyalty to his trading system is extremely high.
Compared to those who only turn bearish after the drop, this kind of "die-hard" based on technical logic deserves respect.
Rating: Top Tier (Logically consistent, honest bear)
Theoretical "Theorist": Robert Kiyosaki
Robert Kiyosaki @theRealKiyosaki is still tirelessly promoting his "anti-fiat" philosophy. Although the logic remains, his actions are too slow.
He talks about "Rich Dad" thinking but holds cash, fantasizing about buying the bottom at extreme points like gold at $4,000 and silver at $74. In this highly volatile market, excessive waiting often means missing out or being forced to act. Full marks for theory, zero for execution.
Rating: All Talk (Valid views, too slow to act)
The Fallen "Modelists": PlanB and Benjamin Cowen
This round of decline marks another failure of "model superstition."
PlanB @100trillionUSD's S2F model has been disproven by the market once again. That confident "BTC will never fall below $100,000" promise has now become a joke. His recent tweets have started discussing a "shallow bear" and "bull market fatigue," but there's no evidence of personal buying.
Benjamin Cowen @intocryptoverse also underwent a drastic logical shift. From expecting "new highs" in Q4 last year to suddenly confirming a "bear market has arrived" in February this year, with a bearish target down to the 200-week moving average (around $58,000). This massive directional correction has left many investors following his cycle analysis unprepared.
Rating: NPC (Predictions collapsed, for entertainment only)
"Brotherhood is in the heart, but the phone is off when needed": Arthur Hayes
The former "shilling king" Arthur Hayes @CryptoHayes, after calling for a "$1 million" target, has recently fallen into a strange state.
He hasn't been buying like Saylor, nor has he been bearish like Brandt. Instead, he's been beating around the bush, talking extensively about macroeconomics, JPY exchange rates, and Fed money printing, but remaining completely silent on whether he's buying the dip himself.
Rating: Weak (Bro, say something, stop playing dead)
In Conclusion
The rating is over, and the conclusion is brutal: in this market, only two types of people are worth paying attention to.
1. Those like Saylor, who dare to publicize their wallet addresses and keep buying the dip even with billions in paper losses—the madmen.
2. Those like Brandt, who ignore emotions and strictly execute their discipline—the traders.
As for other predictions, models, and macro analyses? In the face of the $65,000 price chart, they are nothing but noise.
The current price is still below Saylor's cost basis. Do you choose to believe the KOLs who changed their tune, or the on-chain evidence of real money being put to work?
