Written by: Biteye
In a bull market, "prophets" are mass-produced, while a bear market is the "lie detector."
The date is February 6, 2026. Bitcoin has plunged from last year's high of $120,000, and this morning it even broke through the $60,000 mark, with contracts briefly seeing "the $50,000s." Six months ago, those shouting "eternal bull market" and "must break $250,000 in 2026" are now mostly silent, keeping their mouths shut.
We tracked the public statements and on-chain behaviors of six major mainstream KOLs and institutions during this round of plummeting prices. Data does not lie; it brutally reveals who the true believers are and who are just fair-weather friends.
The Only "True Tough Guy": Michael Saylor's Madness and Purity
If there is only one person in the crypto world truly practicing "unity of knowledge and action," it must be @saylor. At the peak in October 2025, he was calling for buys; during the crash in January-February 2026, he was buying.
When the market panicked after dropping below $80,000, MicroStrategy's buying records were practically a "suicidal" tough guy declaration:
January 12: Invested $1.25 billion, average price $91,519
January 26: Added $264 million, average price $90,061
February 2: Bought another $75.3 million, average price $87,974
In just one month, he increased his holdings by tens of thousands of BTC, raising his total holding cost to around $76,000. This means that at the current price of $64,500, Saylor is already facing a massive unrealized loss. But he did not wait for "bottom confirmation" like the technical analysts, nor did he worry about "recession risks" like the macro analysts.
For Saylor, a drop only means one thing: it's on sale, keep going all in.
Rating: Solid (Unity of knowledge and action, the only true god)
Real Money: Binance; Honest "Big Short": Peter Brandt
Binance @binance
At the end of January, it announced converting $1 billion of its SAFU fund into Bitcoin and completed its first purchase (about $100 million) on February 2. While battling rumors with paid shills, it is genuinely buying Bitcoin, which is the responsibility of a leading exchange.
Rating: Top-tier (Real money supporting the market)
Although you may not like him as a bull, @PeterLBrandt has earned respect with his views. He warned of a "50% correction risk" during the frenzy in October 2025. Now, he is not being an armchair critic but logically reinforcing his bearish stance. Although he is not buying (and may even be shorting), his loyalty to his trading system is extremely high.
Compared to those who only turn bearish after prices drop, this "hardcore" stance based on technical logic deserves respect.
Rating: Top-tier (Logical closure, honest bear)
The Observing "Theorist": Robert Kiyosaki
Robert Kiyosaki @theRealKiyosaki is still tirelessly promoting his "anti-fiat" philosophy. Although his logic hasn't changed, his actions are too slow.
He talks about "Rich Dad" thinking while holding cash, fantasizing about bottoming out 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 passive. Perfect theory, zero practical execution.
Rating: Above average (Valid views, too slow to act)
The Fallen "Modelist": PlanB and Benjamin Cowen
This round of decline is another collapse of "model faith."
PlanB @100trillionUSD's S2F model has once again been disproven by the market. The once adamant promise that "BTC will never drop below $100,000" has now become a joke. His current tweets discuss "shallow bears" and "weak bull markets," but there is no evidence of personal bottom fishing.
Benjamin Cowen @intocryptoverse has also experienced a drastic logical shift. From expecting "new highs" in Q4 last year to suddenly confirming "the bear market has arrived" in February this year, and predicting a drop to the 200-week moving average (around $58,000). This huge directional correction caught many investors who followed his cycles off guard.
Rating: NPC (Predictions collapsed, for entertainment only)
"Being brothers in heart, but unable to reach each other by phone": Arthur Hayes
Once the "call king," Arthur Hayes @CryptoHayes, after shouting a target of "one million dollars," has recently fallen into a strange state.
He did not buy like Saylor, nor did he short like Brandt, but instead began to talk around the subject, discussing macroeconomics, yen exchange rates, and the Federal Reserve's money printing, while remaining silent about whether he is bottom fishing.
Rating: Out of touch (Come on, say something, don’t play dead)
In conclusion, the ratings are harsh: in this market, only two types of people are worth paying attention to.
Those like Saylor, who dare to publicly disclose their wallet addresses and continue to buy more despite facing billions in unrealized losses.
Those like Brandt, who ignore emotions and strictly adhere to discipline in trading.
As for other predictions, models, and macro analyses? In front of the $65,000 candlestick, they are just noise.
The current price is still below Saylor's cost line. Will you choose to believe those KOLs who have changed their tune, or trust the real money buying on-chain?
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