RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: Strategy CEO Phong Le says their preferred stock “Stretch” closed at $100 today — meaning they’ll be buying more Bitcoin 💥"The story of the day is Stretch closes at $100, exactly how it was engineered to perform." 🚀https://t.co/hgvX9j3a0R ...

JUST IN: Strategy CEO Phong Le says their preferred stock “Stretch” closed at $100 today — meaning they’ll be buying more Bitcoin 💥"The story of the day is Stretch closes at $100, exactly how it was engineered to perform." 🚀https://t.co/hgvX9j3a0R ...

RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 25 now live — hosted by@BitcoinPierreSpencer Nichols (@DeSpencer_) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance.00:00 – Why Strategy’s Digital Credit Is the Real Product05:00 – Bear-Market Stress Testing Without Margin Calls10:00 – Bank Credit vs Non-Bank Credit Explained15:00 – Bitcoin-Backed Lending and Institutional De ...

Today on "CoinDesk Daily": SBF files new trial motion, Michael Saylor dismisses Strategy forced-sale concerns, and JPMorgan cuts Coinbase price target to $290 ahead of earnings.@jennsanasie breaks it down at @consensus_HK. https://t.co/ZTiMZTyPLS ...

The Morning Minute (2.11)Powered by @yeet⏰Top News:-Crypto majors fall 2-3% ahead of jobs report; BTC at $67,300-Layer Zero announces Zero chain with major backing and partnerships-SBF requests new trial after firing attorney, claims new evidence-Robinhood crypto revenue slows, prediction market growth 4x’s-Polymarket announces attention marketes powered by Kaito AI🌎 Macro Crypto and Markets-Crypto majors are red down 2-3% ahead of today’s jobs report; BTC -2% at $67.1K; ETH -2% at $1,960; SOL -3% at $81; X ...

RT BSCN (@BSCNews)🚨BULLISH: FEARS OF STRATEGY DUMPING BITCOIN COME TO AN ENDAs the crypto markets struggle in early 2026, rumors have circulated that @Strategy, which holds nearly $50 billion worth of $BTC, may be put in a position where it needs to sell its stacks.However, new comments from Michael @Saylor may have just put an end to concerns, once and for all..."Any concern that we will sell is completely unfounded", Saylor said in a new interview.The founder has even promised that $MSTR is able to pay di ...

🚨BULLISH: FEARS OF STRATEGY DUMPING BITCOIN COME TO AN ENDAs the crypto markets struggle in early 2026, rumors have circulated that @Strategy, which holds nearly $50 billion worth of $BTC, may be put in a position where it needs to sell its stacks.However, new comments from Michael @Saylor may have just put an end to concerns, once and for all..."Any concern that we will sell is completely unfounded", Saylor said in a new interview.The founder has even promised that $MSTR is able to pay dividends 'Forever'. ...

Bitcoin bull Michael Saylor said Tuesday that Strategy will keep buying BTC, even with its bet now billions of dollars underwater. https://t.co/DxUMaZ9j7l ...

Core Insights - Bitcoin has experienced a significant decline of approximately 50% from its all-time high, yet Michael Saylor, Executive Chairman of Strategy, remains bullish and is "doubling down" on his investment in Bitcoin [1][4] Group 1: Bitcoin's Volatility and Utility - Saylor emphasizes that Bitcoin is "digital capital" and inherently more volatile than traditional assets, predicting it will be two to four times more volatile than gold, equities, or real estate [2] - He argues that Bitcoin's volatility is a feature rather than a bug, highlighting its utility as a global capital asset that can be leveraged and traded in various ways [2] Group 2: Investment Strategy and Holdings - Strategy recently purchased an additional 1,142 Bitcoin for about $90 million, bringing their total holdings to 714,644 Bitcoin, acquired for $54.35 billion at an average price of $76,056 each [5] - Despite the current downturn, Saylor expresses confidence in Bitcoin's future, stating he will continue to invest even if the price drops significantly over the next few years [5] Group 3: Market Impact and Stakeholder Sentiment - The aggressive "Bitcoin Treasury" model employed by Strategy may cause anxiety among stakeholders, particularly bondholders of the firm's $8 billion in convertible notes, given Saylor's unwavering bullish stance [6] - The stock price of MSTR, which is closely tied to Bitcoin's performance, has also suffered, currently trading at $137, down from a high of $542 [7]

Market Overview - The crypto market has experienced significant volatility, with Bitcoin trading at approximately $68,000, remaining below the $70,000 mark [1][2] - Ethereum has also dropped below $2,000 during early European trading [2] Sell-off Factors - The sell-off in the crypto market year-to-date is attributed to three main factors: 1. Spot Bitcoin ETFs have sold a net $5 billion over the past three months, with holders underwater at a cost basis around $90,000 [3] 2. Bitcoin's largest corporate holder reported over $17 billion in unrealized losses, leading to a breakdown in the Treasury trade strategy [4] 3. Bitcoin is behaving like a liquidity asset rather than a hedge, being one of the first assets sold off during risk-off events [5] Market Sentiment - The post-election euphoria in the crypto market is fading, with firms reducing risk and trimming crypto investments first [6] - Bernstein noted that the sell-off is primarily driven by souring sentiment rather than fundamental changes [6] Market Dynamics - The industry has not recovered from a significant liquidation event on October 10, where $19 billion was liquidated in 24 hours, with 70% occurring in just 40 minutes [7] - Market makers have not returned, leading to shallow liquidity, which exacerbates price movements [9] Price Support Levels - A price floor for Bitcoin is estimated at $60,000, which is the cost of production for miners; below this level, miners may go out of business, increasing selling pressure [11] - The percentage of Bitcoin in profit drops below that of Bitcoin at a loss at the $60,000 mark, contributing to the observed price floor [12] Institutional Involvement - Retail investors have largely exited the market, while institutional money remains divided, with many digital asset treasury companies underwater on their positions [8] - The sentiment among institutional investors is heavily influenced by the performance of major holders, which could lead to further selling if confidence erodes [15] Mining and Network Implications - Many miners are selling Bitcoin immediately to service debts, which complicates the network's stability if prices fall below $60,000 [17] - A concentration of mining operations could occur if many miners exit the market, threatening the decentralized nature of Bitcoin [19]