MicroStrategy's problem:


Funding exhaustion → Liquidity crisis → Must sell BTC to repay debt/pay interest → Dual slaughter of stock price/crypto price
MSTR holds about 4% of Bitcoin supply
Market's problem:
Crypto circle follows US stocks → drops but does not rise with them
Today when I shorted AAVE,
I also said I am bearish on the broader market recently,
MicroStrategy's stock price shows obvious weak rebound
STRC underwater
Many people in the live stream asked me what I think about Bitcoin
I have already explained the issues above
So going long in the near-term market is definitely risky
If you can come up with a way to solve the dual slaughter of crypto and stocks, I think the market still has hope.
MicroStrategy selling coins to save stock price is just a matter of time, right? #0成本拿2股SK海力士 $BTC
BTC-0.86%
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Durable Goods Orders MoM - May 2026
<-4%
Yes
-4%– -2%
No
$18.69K Vol+6 more
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