Michael Saylor Denies Bitcoin Sale Rumors as MicroStrategy Doubles Down on BTC Accumulation in November 2025
- Why Did Bitcoin’s Drop Below $94,000 Trigger Panic?
- How Did MicroStrategy Capitalize on the Dip?
- What’s MicroStrategy’s Risk Exposure After This Buying Spree?
- How Did Arkham Intelligence Debunk the Sale Rumors?
- What’s Next for MicroStrategy’s Bitcoin Strategy?
- FAQs: MicroStrategy’s Bitcoin Moves Explained
Bitcoin’s sharp drop below $94,000 sparked rumors that MicroStrategy was offloading its massive BTC holdings—until CEO Michael Saylor shut them down. Instead, the company bought another 487 BTC during the dip, reinforcing its long-term bullish stance. Arkham Intelligence confirmed the rumors stemmed from routine custodian transfers, not sales. With 641,692 BTC ($62B) now on its balance sheet, MicroStrategy remains a titan in crypto accumulation, undeterred by market volatility.
Why Did Bitcoin’s Drop Below $94,000 Trigger Panic?
Last Friday’s crypto market plunge sent Bitcoin tumbling under $94,000 for the first time in six months, rattling traders. The dip fueled speculation that MicroStrategy—known for its aggressive BTC acquisitions—might be selling. Social media buzzed with claims that Arkham Intelligence had detected large BTC outflows from the company’s wallets. But as panic spread, Saylor stepped in: “MicroStrategy hasn’t sold a single satoshi. We bought more this week.” Turns out, those “outflows” were just custodian reshuffles—43,415 BTC moved to new addresses for operational reasons. Classic case of “sell the rumor, buy the fact.”
How Did MicroStrategy Capitalize on the Dip?
While traders fretted, Saylor’s team seized the opportunity. Between November 3–9, MicroStrategy added 487 BTC to its stash for $49.9 million (average price: $102,557 per BTC). The purchase was funded through preferred stock, avoiding shareholder dilution. “Volatility is Bitcoin’s middle name,” Saylor told CNBC. “If you’re in this for the long haul, you welcome dips.” The company now holds 641,692 BTC worth ~$62 billion—nearly 3% of Bitcoin’s circulating supply. Talk about conviction.
What’s MicroStrategy’s Risk Exposure After This Buying Spree?
Analyst Willy WOO crunched the numbers: MicroStrategy’s liquidation price sits at $91,502/BTC, well below current levels. Even an 80% crash wouldn’t force a sale, per Saylor. But there’s a catch—by 2028, debt cycles could pressure the company if BTC doesn’t appreciate sufficiently. For now, though, it’s smooth sailing. The firm’s dollar-cost averaging strategy (with a side of corporate drama) continues unabated. As Woo puts it: “They’re playing chess while everyone else checks CoinMarketCap.”
How Did Arkham Intelligence Debunk the Sale Rumors?
Arkham’s team quickly clarified that the 43,415 BTC transfer was merely a custodian rotation—standard practice for large holders. “No market sales detected,” their report stated. This isn’t MicroStrategy’s first rodeo; they’ve shuffled custodians multiple times since 2020. Yet every MOVE sparks fresh conspiracy theories. Lesson learned: In crypto, wallets changing addresses is like celebrities changing outfits—it doesn’t always mean they’re broke.
What’s Next for MicroStrategy’s Bitcoin Strategy?
Saylor’s playbook hasn’t changed: accumulate, hold, repeat. With bitcoin ETFs now mainstream, some wondered if MicroStrategy would pivot. Nope. “We’re the original spot ETF,” Saylor quipped. The company’s latest SEC filing hints at more BTC purchases via stock offerings—a move that’s drawn both cheers and eye-rolls. Critics call it risky; fans call it visionary. Either way, it’s made MicroStrategy a case study in corporate crypto adoption. Just don’t expect them to sell before $1 million/BTC. Maybe not even then.
FAQs: MicroStrategy’s Bitcoin Moves Explained
Did MicroStrategy really sell Bitcoin in November 2025?
No. The rumored “sales” were routine custodian transfers. Arkham Intelligence confirmed zero market sell orders.
How much Bitcoin does MicroStrategy own now?
As of November 16, 2025: 641,692 BTC (~$62B). They added 487 BTC during the recent dip.
What’s MicroStrategy’s Bitcoin liquidation price?
~$91,502/BTC, according to analyst Willy Woo. Current prices ($94K+) pose no immediate risk.
Why does MicroStrategy keep buying Bitcoin?
CEO Michael Saylor views BTC as the ultimate corporate treasury asset—a hedge against inflation and tech disruption.
