🚨 STRATEGY DUMPING 649K BITCOIN...
They selling $BTC to support $MSTR price
Saylor will be liquidated if $BTC hits $60K...
Here's his SECRET plan and why I sold everything 🧵👇
I send $1,500 $SOL each to the most active followers To get it:
- Turn NOTIFICATIONS ON (I will check it)
- Like & RT
- Quote FIRST tweet
- Comment 👆
Must be following me or I can't DM you
For the past few weeks I’ve been closely watching @MicroStrategy and their moves
And with each day it’s becoming more obvious that things are getting worse for them not only technically but fundamentally
The market is weakening, the stock is dropping and liquidity is drying up
In these conditions their entire model begins to fall apart
Why did the $BTC drop happen right now and not earlier or later?
Because markets get dumped during moments of minimal liquidity, when the smallest volume creates the biggest impact
And these types of dumps hit companies dependent on price the hardest
@MicroStrategy is the main one
Their system is simple and relies on one core logic:
1. Borrow money
2. Buy $BTC
3. Issue stock
4. Repeat the cycle
Everything works perfectly as long as price goes up and investors trust the process
But when the market starts dropping, this system begins to crack
Why is $BTC below $74,000 so critical for them?
Because that’s roughly their average buy price
- Above this level it’s an asset
- Below it becomes a liability
And every new leg down increases the risk for creditors
$MSTR stock has already dumped more than 60% from the peak
And that means raising new capital through issuance becomes nearly impossible
Before this they could long $BTC using their own stock thanks to the premium over NAV
Today that tool is almost gone, because the premium disappeared and the market no longer gives them those conditions
So everything comes down to one thing - the ability to refinance their debt
A large debt portfolio creates massive pressure, especially when the stock is falling and the market is volatile
If $BTC drops to $60K, the situation becomes critical
That’s where liquidation risk starts and the company faces bankruptcy
Their debt schedule starts in 2028, but the main pressure comes in 2029-2030
And to survive those years they need a strong market, high liquidity and stable growth
The current situation looks completely opposite
That’s what creates long-term risk for the entire market
One more detail that very few people notice
On November 14 they moved 13.815 $BTC to an external cold wallet for “secure storage”
These types of transfers are done before potential sales or changes in strategy
And this is the first signal in a long time that contradicts their “never sell” narrative
@MicroStrategy holds more than 649,000 $BTC
And if they start selling even in small portions, the market won’t absorb it without serious consequences
ETFs won’t be able to compensate for that kind of flow in the short term
It creates heavy pressure and the risk of a deeper correction
When I connected all these factors - market conditions, debt timelines, stock drawdown, wallet behavior - I saw risks rising faster than most people realize
Keeping the position here would have been an emotional move
So I decided to sell all my $BTC before the situation potentially gets worse
This is not abandoning the market and not fear
It’s a well-calculated move to protect capital during instability
When the market stabilizes and it becomes clear how @MicroStrategy handles their cycle, each of us will have a chance to re-enter at far better prices
I share my calls and host $1,000+ giveaways in my TG
People inside made #FARTCOIN (218x), $TRUMP (289x), $BOME (85x) and more
Follow while it's FREE:
30.19 k
177
El contenido al que estás accediendo se ofrece por terceros. A menos que se indique lo contrario, OKX no es autor de la información y no reclama ningún derecho de autor sobre los materiales. El contenido solo se proporciona con fines informativos y no representa las opiniones de OKX. No pretende ser un respaldo de ningún tipo y no debe ser considerado como un consejo de inversión o una solicitud para comprar o vender activos digitales. En la medida en que la IA generativa se utiliza para proporcionar resúmenes u otra información, dicho contenido generado por IA puede ser inexacto o incoherente. Lee el artículo enlazado para más detalles e información. OKX no es responsable del contenido alojado en sitios de terceros. Los holdings de activos digitales, incluidos stablecoins y NFT, suponen un alto nivel de riesgo y pueden fluctuar mucho. Debes considerar cuidadosamente si el trading o holding de activos digitales es adecuado para ti según tu situación financiera.