Bitcoin and Michael Saylor fud

[Rabata]

Big btc holder always trying to manipulate market and spread confusion in the market. When they need to buy some btc then start to spread fud news and spread fomo when they need to buy some. This is old method in market history . JP Morgan also follow that method during time. After sell and dumping the market Jp morgan start to post fud and negative news .

The market is in a bit of a decline and may continue to decline for the next few days but I don't think that if the market goes down further it will be a big loss for MicroStrategy. Even though if the price goes down their assets will also decrease but MicroStrategy will rather announce to buy more from that decline. It's not like a price drop will collapse the company. They have started their investment activities with a long term perspective.  A big decline will create more buying opportunities for big investors. Everyone needs to be aware that many people will try to profit from the market by spreading rumors during this time. Those who are holding Bitcoin need to be patient.

[Hanadawa]

The break-even point for MSTR's bitcoin holdings is $74.4K. Drop below that and Strategy's bitcoins are in an unrealized loss.

Therefore, for now, I don't think Microstrategy will sell their Bitcoin. While there are considerations for selling, as a sharp decline could trigger investor concerns, as long as it doesn't approach breakeven, they can hold onto their Bitcoin while waiting for a rebound. Bitcoin is currently approaching $84,000, and I believe this is a critical phase, as the price still hasn't broken through $100,000. A sharp decline could occur to $80,000 or even $70,000. But so far, I haven't seen Michael Saylor planning to sell his Bitcoin.

[nemesis_incarnate]

Big btc holder always trying to manipulate market and spread confusion in the market. When they need to buy some btc then start to spread fud news and spread fomo when they need to buy some. This is old method in market history . JP Morgan also follow that method during time. After sell and dumping the market Jp morgan start to post fud and negative news .

We don't need to look after smart money that much to be in a good position anyways.

Avoiding said FUD is the best thing anyone can do.

[headingnorth]

The break-even point for MSTR's bitcoin holdings is $74.4K. Drop below that and Strategy's bitcoins are in an unrealized loss.

Therefore, for now, I don't think Microstrategy will sell their Bitcoin. While there are considerations for selling, as a sharp decline could trigger investor concerns, as long as it doesn't approach breakeven, they can hold onto their Bitcoin while waiting for a rebound. Bitcoin is currently approaching $84,000, and I believe this is a critical phase, as the price still hasn't broken through $100,000. A sharp decline could occur to $80,000 or even $70,000. But so far, I haven't seen Michael Saylor planning to sell his Bitcoin.

MicroStrategy doesn't ever have to sell their bitcoin. Just the fear of them selling can cause a great deal of fear and panic in the market.

This fear will become more pronounced as the price drops lower toward the breakeven point.

[Localhostspeed]

Big btc holder always trying to manipulate market and spread confusion in the market. When they need to buy some btc then start to spread fud news and spread fomo when they need to buy some. This is old method in market history . JP Morgan also follow that method during time. After sell and dumping the market Jp morgan start to post fud and negative news .

You know when I start to notice that Bitcoin market is been manipulated, it's when I started to see bearish post about Bitcoin everywhere. I remembered this wasn't how most of them were making post during the US election but now everything has changed and it means one thing, they have sold their Bitcoin at the top and now looking for that opportunity to ride the market down again until they hit the bottom and fill their bags and ride up again.

If you don't have the energy to be like them, buy your coin and forget about the actions of the market. One thing I always tell myself. The people investing billions into Bitcoin aren't fool, they are doing it to make money in the future so I'm going to do the same and patiently wait until the market recovers and comes back to where I want it to be or continue to hold until I'm able to finally reach my destination of sell.

[Radin]

MSTR is completely solvent, and they are far from needing to sell any BTC.
Today announcement was just to reassure their investors !

[OcTradism]

You know when I start to notice that Bitcoin market is been manipulated, it's when I started to see bearish post about Bitcoin everywhere. I remembered this wasn't how most of them were making post during the US election but now everything has changed and it means one thing, they have sold their Bitcoin at the top and now looking for that opportunity to ride the market down again until they hit the bottom and fill their bags and ride up again.

The market has good news and bad news, bullish market and bearish market but market manipulation always exists. The funny thing is in bull market, even negative news, fuds can not dump it lower while in a bear market, even very good news can not be enough to lift the market up and hilariously market might fall down more.

It's the fact about the market recent weeks, or just this week, there is no actually bad news but market begins this week with a big red candle. It's manipulation but you can live well in the market by focusing on long term investment, by DCA bitcoin and hold bitcoin. If you have mindset of investor, and use a proper approach for example DCA, your investment experience in the market will become more comfortable.

[CryptoYar]

It is good and important point regarding fear (FUD) that starts when small crypto companies fail, and people worry that large companies such as MicroStrategy (MSTR) will also be forced to sell their Bitcoin. You are correct that MSTR is different since its leader, Michael Saylor, has said the rumor is false regarding sale, which shows fact that owning of Bitcoin is their main plan. Notably, Saylor claims that not only is company just holding Bitcoin but it is actively using its huge amounts of cryptocurrency to make new money products, which allows company to raise billions of dollars to pay debts or run business without ever having to sell its Bitcoin to market, making them much stronger and better able to handle market crashes than other businesses.

[bbc.reporter]

Big btc holder always trying to manipulate market and spread confusion in the market. When they need to buy some btc then start to spread fud news and spread fomo when they need to buy some. This is old method in market history . JP Morgan also follow that method during time. After sell and dumping the market Jp morgan start to post fud and negative news .

You know when I start to notice that Bitcoin market is been manipulated, it's when I started to see bearish post about Bitcoin everywhere. I remembered this wasn't how most of them were making post during the US election but now everything has changed and it means one thing, they have sold their Bitcoin at the top and now looking for that opportunity to ride the market down again until they hit the bottom and fill their bags and ride up again.

If you don't have the energy to be like them, buy your coin and forget about the actions of the market. One thing I always tell myself. The people investing billions into Bitcoin aren't fool, they are doing it to make money in the future so I'm going to do the same and patiently wait until the market recovers and comes back to where I want it to be or continue to hold until I'm able to finally reach my destination of sell.

I reckon that these bearish posts have been caused by the market's behavior because it has not been giving much profits and similar to what I have mentioning before, it has not pumped very vigorously similar to the bull markets on 2017 and 2021 despite the cryptospace having a procrypto president in America.

I have also argued that if the acceptance of the cryptospace has happened on 2021, we would have certainly witness bitcoin pump to $200k already.

[Bushdark]

MSTR is completely solvent, and they are far from needing to sell any BTC.
Today announcement was just to reassure their investors !

There is no assurance at all for investors not to sell part of their Bitcoin portfolio to take some profits. Almost all the big companies that are trading Bitcoin do that including ETF companies. They have to sell because the price of Bitcoin is unstable and taking some profits will prevent them from losing the entire profits they have made so it does not become a lose to them.
People have their or target on where and when they will take profits from their holdings. Once that level has been attained, they have to take that profit to secure their remaining investments so price does fall again.

[john_egbert]

MSTR is completely solvent, and they are far from needing to sell any BTC.
Today announcement was just to reassure their investors !

There is no assurance at all for investors not to sell part of their Bitcoin portfolio to take some profits. Almost all the big companies that are trading Bitcoin do that including ETF companies. They have to sell because the price of Bitcoin is unstable and taking some profits will prevent them from losing the entire profits they have made so it does not become a lose to them.
People have their or target on where and when they will take profits from their holdings. Once that level has been attained, they have to take that profit to secure their remaining investments so price does fall again.

They have rules to drop off their BTCs accordingly (they can't sell it all or in big chunks), but yeah.

And their targets differ greatly from common retailers.

[ultrloa]

MSTR is completely solvent, and they are far from needing to sell any BTC.
Today announcement was just to reassure their investors !

There is no assurance at all for investors not to sell part of their Bitcoin portfolio to take some profits. Almost all the big companies that are trading Bitcoin do that including ETF companies. They have to sell because the price of Bitcoin is unstable and taking some profits will prevent them from losing the entire profits they have made so it does not become a lose to them.
People have their or target on where and when they will take profits from their holdings. Once that level has been attained, they have to take that profit to secure their remaining investments so price does fall again.

Much better for people not to think about that since by saying that they are investing on Bitcoin they provably have plans to sell their Bitcoins. Maybe much better for people to think that this is normal situation that might happen in future so that they will not get panic once Michael Saylor and his company will pull a string then decide to sell a little part of their holdings or maybe all of their acquired Bitcoins.

They are not burning money here as they also lots of people relying on their company. But I don't think they have plan to sell at the moment and maybe for now they are thinking to buy more since if we could see the posting made by Saylor he always said that they are always ready to accumulate more Bitcoins.

[john_egbert]

^ MSTR shouldn't be a call for action for anyone in the first place.

BTC is BTC, and as with politics that sometimes affect crypto / BTC too, we don't need to look at it for guidance in terms of what we need to do in the nearest future.

[Bushdark]

MSTR is completely solvent, and they are far from needing to sell any BTC.
Today announcement was just to reassure their investors !

There is no assurance at all for investors not to sell part of their Bitcoin portfolio to take some profits. Almost all the big companies that are trading Bitcoin do that including ETF companies. They have to sell because the price of Bitcoin is unstable and taking some profits will prevent them from losing the entire profits they have made so it does not become a lose to them.
People have their or target on where and when they will take profits from their holdings. Once that level has been attained, they have to take that profit to secure their remaining investments so price does fall again.

Much better for people not to think about that since by saying that they are investing on Bitcoin they provably have plans to sell their Bitcoins. Maybe much better for people to think that this is normal situation that might happen in future so that they will not get panic once Michael Saylor and his company will pull a string then decide to sell a little part of their holdings or maybe all of their acquired Bitcoins.

There are people that have bought their Bitcoin when the price was between $30k and $90k and they are busy selling their holdings so that they can take profit because no body knows if the price of BTC is going to fall more or change direction. For these people to protect their investments, they needed to sell so they can reinvest when they know that price has dipped enough for a bull continuation.

Michael Saylor will sell more Bitcoin because what his company is doing is to invest in Bitcoin and not to promote it only, and their is no sentiment that will allow them to keep their Bitcoin for too long. More sells could be coming gradually to take profit.

[Alex077]

The break-even point for MSTR's bitcoin holdings is $74.4K. Drop below that and Strategy's bitcoins are in an unrealized loss.

So if the price of bitcoin falls below $74.4K or even gets close, it could trigger a great deal of fear and panic in the market,
leading to a rapid selloff that could push the price of BTC into an even deeper downward spiral, and could be the start of a black swan event.

 Their average BTC buy-in is roughly $74K… but the story is way more complicated than that. Saylor started stacking bitcoin with his own money and with corporate cash back when BTC was at $16K, $18K, $20K. It wasn’t until about two years later that they actually began issuing stocks and various securities to raise capital.

When I wrote an article about them back in March 2025, their “liquidation price” was around $16k. Now it’s closer to $22k.
  so, does that mean MicroStrategy’s real liquidation level is about $22K?
 Not even close. That’s totally wrong, because they have to service their debt over several years, not all at once. And the repayment schedule looks like this:
$1.01 billion in 2028
$3 billion in 2029
$800 million in 2030
$604 million in 2031
$800 million in 2032
so yeah - Saylor’s setup is actually pretty solid from a structural standpoint.
 But hey, this is the crypto market... anything can happen.
     more info...   

[Radin]

MSTR is completely solvent, and they are far from needing to sell any BTC.
Today announcement was just to reassure their investors !

There is no assurance at all for investors not to sell part of their Bitcoin portfolio to take some profits. Almost all the big companies that are trading Bitcoin do that including ETF companies. They have to sell because the price of Bitcoin is unstable and taking some profits will prevent them from losing the entire profits they have made so it does not become a lose to them.
People have their or target on where and when they will take profits from their holdings. Once that level has been attained, they have to take that profit to secure their remaining investments so price does fall again.

They have rules to drop off their BTCs accordingly (they can't sell it all or in big chunks), but yeah.

And their targets differ greatly from common retailers.

You are right.


People think Saylor is their savior, but I actually think this will not end well. Not today, not tomorrow, but I'm curious to see where it goes in the next bearmarket.....

[Dogedegen]

The break-even point for MSTR's bitcoin holdings is $74.4K. Drop below that and Strategy's bitcoins are in an unrealized loss.

So if the price of bitcoin falls below $74.4K or even gets close, it could trigger a great deal of fear and panic in the market,
leading to a rapid selloff that could push the price of BTC into an even deeper downward spiral, and could be the start of a black swan event.

No, it won't. There is no risk for Strategy even if they are deep in red. That is not how the finances of a company work. This is not relevant for the debt that they have, also the stock price is not relevant either. They don't need to be in profit all the time, otherwise he would be trying to buy the bottoms. He has explicitly stated that he always buys the top so such an outcome is expected. Don't try to make something out of nothing.

Therefore, for now, I don't think Microstrategy will sell their Bitcoin. While there are considerations for selling, as a sharp decline could trigger investor concerns, as long as it doesn't approach breakeven, they can hold onto their Bitcoin while waiting for a rebound. Bitcoin is currently approaching $84,000, and I believe this is a critical phase, as the price still hasn't broken through $100,000. A sharp decline could occur to $80,000 or even $70,000. But so far, I haven't seen Michael Saylor planning to sell his Bitcoin.

He won't sell it even if the price drops 90%.

MicroStrategy doesn't ever have to sell their bitcoin. Just the fear of them selling can cause a great deal of fear and panic in the market. This fear will become more pronounced as the price drops lower toward the breakeven point.

Random things cause fear to the weak people all the time. This is not anything important or different, you are blowing things out of proportion. Ironically you are spreading FUD in a thread that is calling out the FUD on this subject.

Their average BTC buy-in is roughly $74K… but the story is way more complicated than that. Saylor started stacking bitcoin with his own money and with corporate cash back when BTC was at $16K, $18K, $20K. It wasn’t until about two years later that they actually began issuing stocks and various securities to raise capital.

When I wrote an article about them back in March 2025, their “liquidation price” was around $16k. Now it’s closer to $22k.
  so, does that mean MicroStrategy’s real liquidation level is about $22K?
 Not even close. That’s totally wrong, because they have to service their debt over several years, not all at once. And the repayment schedule looks like this:
$1.01 billion in 2028
$3 billion in 2029
$800 million in 2030
$604 million in 2031
$800 million in 2032
so yeah - Saylor’s setup is actually pretty solid from a structural standpoint.
 But hey, this is the crypto market... anything can happen.
     more info...   

You got it right. They are not going to be liquidated at any price that people are computing, they are simply wrong. They have very little debt compared to the total value of their holdings. People who have never taken a class in finances are commenting on these topics online and often it is these people who believe that they know everything when in fact they are wrong about everything. The setup that Saylor has here is an extremely low risk setup, contrary to what others believe. Diluting the stock for more money when it was pumping all the time was a genius move.

[Alex077]

 Despite all the doom and gloom out there, most analysts are still giving Strategy’s stock a pretty upbeat outlook.
MSTR might just double from here… 

The stock has finally chilled out over the past few days as Bitcoin bounced back from last week’s $83K dip to around $92K today, pushing Strategy’s BTC stash to over $60.45 billion.
https://crypto.news/can-the-mstr-stock-double-as-wall-street-experts-predict/
Shares also recovered after management pointed out that the company has more than enough cash on hand to cover dividends and debt payments - even if their mNAV dips into the red. So yeah, not exactly doomsday territory.

Wall Street analysts are still pretty bullish on Saylor’s grand strategy despite the recent bloodbath. Mizuho’s analyst is calling for a run to $521 in the coming months - which would be a solid 177% move from where we are now.
Other analysts are also leaning optimistic: the 24-analyst consensus puts the 12-month target at about $396. Barclays’ Benjamin Budish sees it hitting $357, while Bernstein’s guy is tossing out a $510 target.
So yeah… things aren’t nearly as grim for Saylor as some folks think. And honestly, looks like that jet he picked up - corporate or not - might’ve been timed just right.
https://www.tipranks.com/stocks/mstr/forecast
 

[tread93]

There will be criticism if the price drops. When Strategy transferred some Bitcoins to another address last week, many people thought that they might be selling Bitcoins. That is why some panicked investors started selling their Bitcoins and we saw the price of Bitcoin drop significantly. Although the incident was a rumor, I am not happy about it at all because I think decentralized Bitcoins are stuck with some companies or groups, or even just the fake news of Micro Strategy selling Bitcoins, people started selling their stored Bitcoins, meaning that some part of the Bitcoin investors are influenced by Micro Strategy. I think Micro Strategy should have a few hundred thousand more Bitcoin treasuries like this that will hold Bitcoins in their reserves, so if someone from there transfers their Bitcoins and sells them, it will not have a big impact on the price of Bitcoin.
Although Michael Saylor has promised investors that he will not sell his Bitcoins. Although I believe him. Still, I would say that Bitcoin should become an asset that no individual, group, or company buying or selling Bitcoin will have a major impact on the price of Bitcoin in all this news.

Yeah I mean its pretty wild that they just keep on buying and buying and its worked out for them so far, but I suppose it proabably wouldnt take all that much for them to do a massive sell off just to satisfy some type of demand right? Whether that be investor stakeholder demand/pressure or needing to because the market has turned bearish. But shoot man I feel like even if that happens Saylor woudl find some crazy way to like triple down or somethign and still somehow manage to buy yet even more bitcoin lol. I mean this guy just has bags on the daily  coping up coins left and right! Aint no way this man is stopping now he is a freaking bitcoin locamotive!

[SamReomo]

Realistically speaking.  How long do you believe Micro Strategy will hold on to their Bitcoin stash for?  At some point they will have to cash out, it will not be only purchases forever.

As of this time they're highly dedicated to increase their Bitcoin stash and time after time they're adding more into the stash and that's why I believe they're not going to sell the stash and do something else instead. Due to Bitcoin's recent price dips the Micro Strategy's stock has also lost some good value and that shows that the next few months could be really hard for Micro Strategy and there's chance that they might have to sell their Bitcoin but I don't think that Michael J. Saylor is going to favor such sell off at this point.