🚨 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:
5.26萬
255
本頁面內容由第三方提供。除非另有說明,OKX 不是所引用文章的作者,也不對此類材料主張任何版權。該內容僅供參考,並不代表 OKX 觀點,不作為任何形式的認可,也不應被視為投資建議或購買或出售數字資產的招攬。在使用生成式人工智能提供摘要或其他信息的情況下,此類人工智能生成的內容可能不準確或不一致。請閱讀鏈接文章,瞭解更多詳情和信息。OKX 不對第三方網站上的內容負責。包含穩定幣、NFTs 等在內的數字資產涉及較高程度的風險,其價值可能會產生較大波動。請根據自身財務狀況,仔細考慮交易或持有數字資產是否適合您。