Bitcoin and Michael Saylor fud

[Free Market Capitalist]

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.

So, there we go. You keep believing things without paying attention to what has been demonstrated in the thread, such as that the possibility of selling Bitcoin is explicitly recognized by the board in the event that the mNAV falls below 1. It's a mathematical matter. But I guess it's more comfortable to come and say whatever comes to mind so that you get paid a few sats.

[Dogedegen]

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… 

Well that sounds good but we must remember that analysts get things wrong all the time. Anyway past performance is not an indicator of anything so just because the stock has not been doing good recently that does not mean that things won't turn around soon. I prefer to take a conservative approach so I just wait to see. There is no reason to get too much invested into the decline or rise of a company, even if we are favorable to it. Usually people do this because they are trying to manipulate others to act in a way that benefits their investments positions. Those that do this for other reasons do it because they are unhealthy and have boring lives. Neither is good. As they like to say in crypto this year, touching some grass is better than this. 

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!

They won't sell because some random investors or stakeholders demand it. Strategy is not run like a crypto scam project where they have to listen to random people in their Telegram channel. 

So, there we go. You keep believing things without paying attention to what has been demonstrated in the thread, such as that the possibility of selling Bitcoin is explicitly recognized by the board in the event that the mNAV falls below 1. It's a mathematical matter. But I guess it's more comfortable to come and say whatever comes to mind so that you get paid a few sats.

Well I would give the user the benefit of the doubt because it is possible simply that they didn't see that. It is sometimes hard to keep up with everything that goes on and people sometimes post here useless things instead of important statements like that or they create more threads on the same topics making it hard to follow. Besides that I would say here that you are over interpreting the situation. Unlike you, they are legally liable for many things. If they state that under no circumstance they would sell then that could create some legal troubles if they actually end up having to sell some in the future. After all it is simply written as a possibility, legally neutral and open statement as it can be.

[bbc.reporter]

Where are the people who are spreading the fud on Microstrategy? They are hiding! Michael the Saylor man has bought almost $1 billion of bitcoin from the market! The market might not pump similarly to what we have witnessed before because it might be a bear market, however, after the return of the bull market, we will certainly witness Microstrategy becoming one of the most richest company in the world.



Strategy (MSTR), the largest publicly traded company holding bitcoin, returned for at least one week to making notably large purchases of bitcoin.

The company added 10,624 bitcoin last week for $962.7 million, or an average price of $90,615 each.

Read in full https://www.coindesk.com/markets/2025/12/08/strategy-bought-nearly-usd1b-in-bitcoin-last-week-as-saylor-s-company-returns-to-big-purchases

[ultrloa]

Where are the people who are spreading the fud on Microstrategy? They are hiding! Michael the Saylor man has bought almost $1 billion of bitcoin from the market! The market might not pump similarly to what we have witnessed before because it might be a bear market, however, after the return of the bull market, we will certainly witness Microstrategy becoming one of the most richest company in the world.



Strategy (MSTR), the largest publicly traded company holding bitcoin, returned for at least one week to making notably large purchases of bitcoin.

The company added 10,624 bitcoin last week for $962.7 million, or an average price of $90,615 each.

Read in full https://www.coindesk.com/markets/2025/12/08/strategy-bought-nearly-usd1b-in-bitcoin-last-week-as-saylor-s-company-returns-to-big-purchases

They are overreacting on past statement which didn't actually mean that they are going to dump automatically their Bitcoins.

This large purchase they made move that MicroStrategy is not playing around and they don't aim for short term but rather this is clear statement that they continue to believe on future of Bitcoin.

It seems that they are leaving good statement that they are beating those noise with current purchase they made. So I think this is enough already to shut the mouth of those people doubt about their intentions.

[dunfida]

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.

So, there we go. You keep believing things without paying attention to what has been demonstrated in the thread, such as that the possibility of selling Bitcoin is explicitly recognized by the board in the event that the mNAV falls below 1. It's a mathematical matter. But I guess it's more comfortable to come and say whatever comes to mind so that you get paid a few sats.

Believing that MicroStrategy will never sell their Bitcoin stash sounds comforting but the situation is more complex than just personal conviction. yes they keep adding to their holdings and yes Saylor talks as if selling is unthinkable but the company itself operates under rules and financial conditions that do not care about enthusiasm. when the market dips both the stock price and the company’s leverage position take a hit and that stress can force decisions nobody wants to make.

The board has already acknowledged that selling is possible if the mNAV falls below 1 because at that point mathematics take over. it is not about belief it is not about loyalty it is simply about the company staying solvent. companies do not get the luxury of holding forever if their financial structure becomes unstable. this is why blind faith in never selling does not match the realities of corporate finance.

[OgNasty]

Strategy is turning itself into a failure point for Bitcoin (at least the price).  The preferred dividends are going to cause massive problems at some point.  Who knows when.  Maybe they survive a cycle if Saylor can raise more money for dividends in the next 2 years. 

Saylor saw Bitcoin and thought, you know what it needs, liabilities...  Then the crowd cheered as he promised number go up.

[Nalain420]

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!

We are seeing that some people misuse crypto for scam and that is the reason many government are afraid to legalize crypto as they believe it could cause losses for many people. Some companies and groups use different techniques to manipulate market which can harm inexperienced investor.

Many scamsm are carried out by criminals who misuse name and image of famous business personalities to gain trust even though those well known figures themselves are not directly involved in such scam. Bitcoin is not platform that is meant for such illegal activities it is neutral and decentralized technology. Michael Saylor is sharp mind person who believed early in bitcoin and adopted it as long term strategy. He was already successful before Bitcoin but his bitcoin vision strengthened his position further and many people are willing to work with him because of his clear long term approach.

[Alex077]

  Oh, and yeah - Strategy is staying in the Nasdaq-100 for now.
All the noise about Strategy getting the boot turned out to be just that - noise.
More specifically, they made it through the Nasdaq-100 annual rebalance in December 2025 - the first real stress test since joining the index in 2024.
  https://x.com/cointelegraph/status/1999781487072149896?s=46&t=V07IM8b232m93jXsNncAog
Even with the stock dumping 3.74% on the day and over 15% on the month, they still made the cut.
At the same time, this highlights the growing spotlight from MSCI, which might start booting companies if more than 50% of their assets are tied up in crypto.
 in the crypto crowd, Strategy holding its index spot is seen as a bullish sign for Bitcoin. Some folks are already calling for an S&P 500 inclusion to really open the floodgates of passive fund money.

[Don Pedro Dinero]

Oh, and yeah - Strategy is staying in the Nasdaq-100 for now.

You said it yourself, ‘for now’. If 2026 is bearish for Bitcoin, MSTR will be removed from the index without entering into other considerations regarding Bitcoin's percentage, purely due to the decline in its market cap.

At the same time, this highlights the growing spotlight from MSCI, which might start booting companies if more than 50% of their assets are tied up in crypto.
 in the crypto crowd, Strategy holding its index spot is seen as a bullish sign for Bitcoin. Some folks are already calling for an S&P 500 inclusion to really open the floodgates of passive fund money.

The S&P 500 is difficult today for the same reason. But if we have a bullish 2026, then it is a very real possibility. In any case, I wouldn't overestimate the ‘floodgates’ you mention regarding passive money, as MSTR was included in the Nasdaq 100 in December last year and has had a terrible negative performance this year.

[bbc.reporter]

Presently it appears that bitcoin is forming a bottom, I reckon we should expect more fud from people in the cryptospace who want bitcoin to dump more because they want to buy lower. Also, the fud from the people who are not from the cryptospace who only want bitcoin holders to have a stressful life hehehehe.



Unpopular opinion: Michael Saylor buying Bitcoin isn't bullish. It's the biggest warning sign in crypto right now.

Think about it.

One company holds 3.4% of all BTC that will ever exist. Funded by debt. Convertible notes. Share dilution.

When Saylor posts "Orange Dots Matter" showing $54.3B in purchases, everyone cheers.

Nobody asks: what happens when $8.2B in convertible debt matures and the stock is too low to convert?

In 2022, he said he'd "never sell." Then MicroStrategy quietly sold 704 BTC in December 2022.

Every time Saylor posts an orange dot chart, he's not educating you. He's maintaining the narrative that keeps MSTR stock elevated so he can issue more shares to buy more BTC to keep the cycle going.

You're not watching a genius. You're watching the largest single point of failure in Bitcoin's history.

The orange dots don't matter. The red dot will.

Genuine question for the replies:  

If MicroStrategy were forced to sell even 10% of their holdings, what happens to BTC price?  

Now ask yourself why nobody in this space wants to model that scenario.

Source https://x.com/snowinjon/status/2020516206869201371?s=46

[Dogedegen]

Presently it appears that bitcoin is forming a bottom, I reckon we should expect more fud from people in the cryptospace who want bitcoin to dump more because they want to buy lower. Also, the fud from the people who are not from the cryptospace who only want bitcoin holders to have a stressful life hehehehe.

Maybe, but nobody can be certain that we are already approach the bottom or it is going to take some time and happen sometime at the end of this year like in the previous cycles. Still something completely different could happen. Below I will address the FUD that you have quoted from the internet.

Unpopular opinion: Michael Saylor buying Bitcoin isn't bullish. It's the biggest warning sign in crypto right now.

It is an unpopular opinion because it is wrong and based on misunderstandings of what Strategy is and how they are operating. Many people don't understand even the basics, that them having currently a negative return on their Bitcoin purchases does not create any risk at all to the company's balance sheet. If they did then they would not be posting and sharing hat stuff as if it were news of any significant. Fewer people even understand that their debt to assets ratio is quite good, basically better than average companies in the world and how they operate these days.

One company holds 3.4% of all BTC that will ever exist. Funded by debt. Convertible notes. Share dilution.

When Saylor posts "Orange Dots Matter" showing $54.3B in purchases, everyone cheers.

Nobody asks: what happens when $8.2B in convertible debt matures and the stock is too low to convert?

Nobody who understands these instruments asks because there is nothing to ask. It is clear what happens in those cases. They need to pay cash in that case, and if they don't have cash they go with the same route as always. Debt refinancing, equity dilution, and lastly sale of some Bitcoin. Probably in that order and depending on their possibilities at the time of need. These notes do not mature at the same time, they are different offerings that mature in different years so there is some quantity that does so every year. So while the sum is true around $7-8B it does not matter. They have some that mature in 2032, and if Bitcoin is not much higher priced then than it is today then Strategy is the least of Bitcoin's problems. These posts are always exaggerated FUD.

In 2022, he said he'd "never sell." Then MicroStrategy quietly sold 704 BTC in December 2022.

Who is without sin may cast the first stone. People who are flawed and making countless mistakes on a daily basis decide to focus on this and criticize them on the smallest possible sale 3 years ago. This is not a strong argument, it is the opposite..

Genuine question for the replies:  

If MicroStrategy were forced to sell even 10% of their holdings, what happens to BTC price?  

Now ask yourself why nobody in this space wants to model that scenario.[/i]

Source https://x.com/snowinjon/status/2020516206869201371?s=46

Nothing is going to happen because they don't understand the liquidity of Bitcoin, the volumes, the OTC market, and how such a sale would be conducted. The way these FUD posts usually read gives clear signs that they are based on misunderstanding. Somehow people want to put the idea into other's minds that they would do a market sell of 10% of coins. That is not how what works. Did the Germany sale crash the market? They sold 50k BTC in 2024 without any impact on the market at all, and this is close to 10% of Strategy's holdings.

The market will deal with this appropriately, don't let anyone spin this into another story of the quantum FUD style. Someone might believe it seriously and it would cause them harm.

[ahmia39]

I reckon that because there are news that some of these smaller digital asset treasuries are beginning to fail causing them to dump their coins and to buyback their stock, there are people who are beginning to speculate that Microstrategy might do something similar.

This is fud! I have mentioned already before that there might only be 2 digital asset treasuries that will survive. Microstrategy and Tom Lee's Bitmine. There will be losses during a bear market, however, they will not dump their coins.



As Strategy’s (MSTR) share price continues to slide, executive chairman Michael Saylor has felt compelled to address growing investor concern for the second time in two weeks.

Last Friday, Saylor dismissed rumours that the company was selling bitcoin, stating there was “no truth to the rumour.”

Saylor argued that while funds and trusts passively hold assets, Strategy is actively creating, structuring and issuing products, positioning the company as a new type of bitcoin backed structured finance enterprise.

“This year alone, we have completed five public offerings of digital credit securities, STRK, STRF, STRD, STRC and STRE, representing more than $7.7 billion in notional value,” Saylor added.

Read in full https://www.coindesk.com/markets/2025/11/21/michael-saylor-speaks-out-again-as-msci-concerns-mount

people always try to compare microstrategy with those small treasuries that have no real plan but its not the same. saylor has made it clear they arent trading they are building a financial structure based on bitcoin. that fud about them selling is old and always turns out to be fake. as long as they have the cash flow price drops are just noise for people looking for quick gains.

[XMieLgNRvyra45MMZg]

My post about Saylor and Strategy: https://bitcointalk.org/index.php?topic=5573639.msg66395921#msg66395921

I think that in fact the best move the entire Bitcoin community can make is to shake off Saylor by intentionally pushing down the price to $1000 / Bitcoin. He would lose everything and will be forced to sell all the Bitcoin to payback the banks what he owns. Saylor and Strategy is a significant, I would even say the most dangerous thing happened to Bitcoin. 

[bbc.reporter]

It can be argued that it will be concerning if 1 company begins controlling a big percentage of bitcoin, however, on what Michael the Saylor man has said, they will buy bitcoin forever! This is certainly very bullish for the bitcoin market and the cryptospace!



Concerns that Strategy (MSTR) will be forced to sell bitcoin amid falling prices are “an unfounded concern,” chairman Michael Saylor said during a CNBC interview, affirming the company’s commitment to ongoing purchases.

“Our net leverage ratio is half the typical investment grade company," Saylor said. "We've got 50 years worth of dividends and bitcoin, we've got two and a half years worth of dividends just in cash on our balance sheet ... we're not going to be selling, we're going to be buying bitcoin. I expect we'll be buying bitcoin every quarter forever.”

Read in full https://www.coindesk.com/markets/2026/02/10/concerns-over-strategy-selling-bitcoin-are-unfounded-michael-saylor-says

[Plutomanian]

I reckon that because there are news that some of these smaller digital asset treasuries are beginning to fail causing them to dump their coins and to buyback their stock, there are people who are beginning to speculate that Microstrategy might do something similar.

You see, the problem is not in dumping to buy the dip later again, but sometimes after you dump, you missed out, because the market may rises thereafter instead of falling the more, instead, i will suggest on buying the dip the more in accumulation, so that when the time comes for the market to rise, we can't imagine how much we could have made as profits, I said this because the market sometimes is unpredictable.

Missing out do hurts badly and not when you've already map your chart,  then the market comes in with volatility. I asked myself, what can I do to reach the very top in the market but to reach at the top. One need to posses certain strategy inother to avoid the heavy noise in the market. I've grown pass that phase? The dips today is widely acceptable and it's affecting the market but what can I do?

[bbc.reporter]

This is another type of news that certainly can be used to create fud on Michael Saylor. However, these types of news are also the warning signs that we are nearing the bottom! Do not be afraid of the dump! It cannot be very much lower than $60k!



Strategy is under attack by bearish investors after Bitcoin’s price sunk nearly 50% from its October 2025 all-time high.

The world’s largest treasury, led by Bitcoin evangelist Michael Saylor, has become the most shorted large-cap stock in the US, with bearish investors betting against 14% of the company’s entire market capitalisation.

Read in full https://www.dlnews.com/articles/markets/strategy-most-shorted-stock-as-bitcoin-price-nears-70000/

[MusaMohamed]

This is another type of news that certainly can be used to create fud on Michael Saylor. However, these types of news are also the warning signs that we are nearing the bottom! Do not be afraid of the dump! It cannot be very much lower than $60k!

I don't know it is already nearly the market bottom but I see $60k price is very good price for entry and accumulation, especially with people who are applying Dollar Cost Averaging strategy.

From the market all time high $126,200 to $60,000, it's very good discount for long term investors. The price can be lower than $60,000 but not too far from the bottom and I say it with some price correction calculations.
- 55% from $126,200 is $56,790.
-60% from $126,200 is $50,480.
-65% from $126,200 is $44,170.

I am thinking more about -55% to -60% so prices from $50,480 to $56,790 is not too far from $60,000, and in other words the market bottom is near.

There are people who want to bargain too much, will see that prices from $60,000 to $50,480 is big different but let them be, they will not buy at bottom but will buy when Bitcoin already recovered considerably from bottom.

[melinoe]

This is another type of news that certainly can be used to create fud on Michael Saylor. However, these types of news are also the warning signs that we are nearing the bottom! Do not be afraid of the dump! It cannot be very much lower than $60k!



Strategy is under attack by bearish investors after Bitcoin’s price sunk nearly 50% from its October 2025 all-time high.

The world’s largest treasury, led by Bitcoin evangelist Michael Saylor, has become the most shorted large-cap stock in the US, with bearish investors betting against 14% of the company’s entire market capitalisation.

Read in full https://www.dlnews.com/articles/markets/strategy-most-shorted-stock-as-bitcoin-price-nears-70000/

I already see Saylor smiling at all of them by the next ATH

[Free Market Capitalist]

I already see Saylor smiling at all of them by the next ATH

If you had bothered to do a little research instead of spouting platitudes, you would know that by the time Bitcoin reached its latest ATH, his common stock, MSTR, had fallen by about 40%.

If you think that Bitcoin's price equals Strategy's performance, then you are being overly simplistic, and I'm not going to waste my time explaining it to you.

[melinoe]

I already see Saylor smiling at all of them by the next ATH

If you had bothered to do a little research instead of spouting platitudes, you would know that by the time Bitcoin reached its latest ATH, his common stock, MSTR, had fallen by about 40%.

If you think that Bitcoin's price equals Strategy's performance, then you are being overly simplistic, and I'm not going to waste my time explaining it to you.

No one said MSTR and BTC are pegged one to another in 1 to 1 ratio, so you can spare the condescension.

The 40% drop you've referenced was largely due to MSTR's massive net asset value compressing.

Saylors primary metric for success has always been Bitcoin yield per share. As long as his treasury is expanding, he's absolutely going to be smiling.