Simply Bitcoin BREAKING: Is MSTR being FORCED To Sell Bitcoin?! | EP 1388
Dec 1, 2025
Walker America, host of The Bitcoin Podcast, joins to explore the potential of MicroStrategy being forced to sell Bitcoin. He shares bullish insights on Bitcoin adoption and macro trends, discussing the implications of MicroStrategy's cash reserves and dividend strategies. The conversation shifts to market reactions amidst speculation of a bear market, with debates on Federal Reserve policies and liquidity's impact on Bitcoin. Walker argues for the importance of infrastructure and the relationship between energy and Bitcoin, emphasizing the future potential of the cryptocurrency.
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MicroStrategy Prepares For A Downturn
- MicroStrategy signals it may sell Bitcoin if MNAV falls below 1, prioritizing BTC yield as a KPI.
- The company added $1.44B cash to smooth volatility and preserve optionality for dividends and capital markets access.
Treasury Companies Are Leveraged Bets
- Bitcoin treasury companies are being judged as leveraged, low-cash-flow plays and face market skepticism.
- Leverage magnifies gains in bulls and pain in bears, exposing treasury models during downturns.
Digital Credit Vehicle Strategy
- MicroStrategy frames itself as a "digital credit vehicle" tapping derivatives, commodity, and equity markets.
- Management believes switching markets and USD reserves can sustain dividends while continuing to accumulate Bitcoin.