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Bitcoin News Update: Strategy’s Market Value Falls Under $62B in Bitcoin Assets, Sparking Speculation of a Sell-Off

Bitcoin News Update: Strategy’s Market Value Falls Under $62B in Bitcoin Assets, Sparking Speculation of a Sell-Off

Bitget-RWA2025/11/15 10:20
By:Bitget-RWA

- Michael Saylor of Strategy Inc. denied Bitcoin sell-off rumors, reaffirming aggressive accumulation amid price declines below $95,000. - On-chain data showing BTC transfers sparked speculation, but Arkham clarified these were routine wallet rotations, not sales. - Company's $62.3B Bitcoin holdings remain untouched despite market cap ($59B) dipping below asset value, raising sustainability concerns. - Saylor emphasized financial stability, noting no forced sales even with 80% Bitcoin price drops, and advo

Michael Saylor, who serves as Executive Chairman of

Inc. (MSTR), has suggesting the company is offloading its assets, reiterating his dedication to a robust accumulation plan despite the cryptocurrency’s latest downturn. During a CNBC interview on Friday, Saylor commented, "We continue to acquire Bitcoin and will disclose our next purchases on Monday morning," also mentioning that the company has . His comments followed Bitcoin’s drop below $95,000— —which led to speculation after on-chain data revealed activity from wallets managed by Strategy.

These rumors intensified after the crypto analytics firm

Analytics from Coinbase Custody to a different custodian, which some interpreted as evidence of a sale. Arkham, however, clarified that these were standard wallet management procedures and not indicative of any asset liquidation. Saylor, echoing this clarification, , stating, "There is no truth to this rumor," and stressing that the company’s Bitcoin reserves—now worth $62.3 billion—remain untouched.

Bitcoin News Update: Strategy’s Market Value Falls Under $62B in Bitcoin Assets, Sparking Speculation of a Sell-Off image 0
Strategy’s approach has ($59 billion) recently fell below the value of its Bitcoin assets, causing its market-to-net-asset value (mNAV) to drop under 1—a figure often viewed as a sign of undervaluation. Even with the stock falling 32% in the last month, Saylor remains have established a "solid foundation for future growth." He also pointed to the company’s financial resilience, explaining that even if Bitcoin’s price were to plummet by 80%, Strategy would not be forced to sell, as its debt does not mature until 2028.

Industry experts have commented on the company’s tactics. Lance Vitanza from TD Cowen observed that while Strategy is not legally required to sell its Bitcoin, the firm’s $735 million annual dividend commitment could become problematic if market conditions deteriorate. At the same time, on-chain analyst TedPillows dismissed the $1 billion sell-off allegations, attributing the transactions to internal wallet reorganizations.

The broader market environment adds further uncertainty. Bitcoin’s slide has occurred alongside a wider decline in crypto-related assets, with spot Bitcoin ETFs seeing $867 million in outflows last week. Nevertheless, Saylor remains focused on the long term, advocating for a four-year investment perspective to ride out volatility and outperform traditional assets such as gold and the S&P 500.

As of Friday, Strategy holds 641,692 BTC, purchased at an average price of $74,079 per Bitcoin. The company also recently revealed plans to raise $715 million through Euro-denominated preferred shares in Luxembourg, aiming to further expand its Bitcoin portfolio. Saylor’s steadfast approach has made Strategy a leading example of institutional Bitcoin adoption, even as critics question the long-term viability of its leveraged strategy.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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