Sylvain Saurel’s Newsletter

Sylvain Saurel’s Newsletter

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Sylvain Saurel’s Newsletter
Sylvain Saurel’s Newsletter
Bitcoin Stalls in the $80K Zone. Is MicroStrategy in Danger?

Bitcoin Stalls in the $80K Zone. Is MicroStrategy in Danger?

By extension, is the next Black Swan of the Bitcoin world growing up before our very eyes?

Sylvain Saurel's avatar
Sylvain Saurel
Apr 12, 2025
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Sylvain Saurel’s Newsletter
Sylvain Saurel’s Newsletter
Bitcoin Stalls in the $80K Zone. Is MicroStrategy in Danger?
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After plummeting below $80K as a result of the panic sown on markets the world over by Donald Trump's aggressive tariff policy, Bitcoin has just seen its weak money price recover slightly above $80K. This is a cause for hope, as Donald Trump begins to realize that he will have to negotiate with China, and will not be able to impose his will on the Middle Kingdom in this way.

Even so, MicroStrategy, which has pursued an aggressive policy of accumulating BTC via debt in recent months, seems increasingly to be emerging as a threat to Bitcoin.

The reason is simple: MicroStrategy, since renamed Strategy, has accumulated a huge amount of Bitcoin between $90K and $100K. The questions I asked myself at the time about the danger posed by Michael J. Saylor's all-in strategy are becoming more and more pressing:


Could the Virtuous Circle of "Bitcoin Treasury Company" That Michael J. Saylor Is Selling to Investors Turn Into a Destructive Vicious Circle?

Warning: Do not read this article if you are a blind Michael J. Saylor fan.


These questions are getting louder, as Strategy has warned the SEC that some of its Bitcoin could be sold in the event of an even steeper decline in the coming weeks:

It's a classic story, but it's clear that the threat to Strategy is getting closer. The question that keeps coming up, and to which I'm going to give you as much information as I can to form your own opinion, is a simple one:

Could an even more pronounced and prolonged decline in the price of Bitcoin in weak money put MicroStrategy in trouble ... and thus also strongly impact Bitcoin?


Donald Trump’s Trade War Will Accelerate Bitcoin’s Path to Global Reserve Currency Status.

All roads lead to Bitcoin as the big winner in the currency wars.


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