strategy - KD63 Chronicle

Bitcoin’s 2025 gains no more as Peter Schiff slams Strategy’s ‘fraud’ model

The post Bitcoin’s 2025 gains no more as Peter Schiff slams Strategy’s ‘fraud’ model appeared com. Key Takeaways Why does he believe Strategy’s model is a ‘fraud’? According to Schiff, it lacks sufficient operating earnings to cover its leveraged bet on BTC. Which line will hold BTC’s plunge? Per QCP Capital, the next support levels on the charts worth tracking are $92k and $80k. Bitcoin’s [BTC] 2025 gains of 28% have been erased after the weekend’s extended correction to $95k. Unsurprisingly, with the underperformance, BTC, alongside its high-beta Strategy (Nasdaq: MSTR), has become a punching bag for Peter Schiff A long-time critic and pro-gold investor. In an X post (formerly Twitter), Schiff called Strategy’s business model, read BTC arbitrage, a ‘fraud’ that will eventually go bankrupt. Strategy has no operating earnings to cover the debt it has taken on by betting on BTC. Strategy’s debt profile Since 2020, Strategy has accumulated a total of 641, 692 BTC, worth $61 billion at press time market prices. The holdings currently have an unrealized profit of $13 billion. On the debt side, Strategy owes $8. 2 billion with the first maturity expected in H2 2028. Approximately half of the total debt is expected to be cleared by 2028/2029. Besides, the argument that Strategy has no operating cash flow is flawed, according to Jeff Dorman, CIO of digital investment firm Arca. Dorman rebuffed even the rumors that Strategy would be forced to sell BTC if the debt maturity were hit, citing Saylor’s ownership control. He added, “There are no covenants in the debt that force a sale. Interest expense is low and manageable don’t forget the core tech business still has positive cash flow.” Schiff also took.

byadminNovember 17, 2025

general

Is Bitcoin Falling Because Of Strategy Sell-Offs? On-Chain Data Fuels Debate

The post Is Bitcoin Falling Because Of Strategy Sell-Offs? On-Chacom. Bitcoin’s latest downturn has caused considerable speculation about whether Strategy’s (formerly known as MicroStrategy) massive holdings are playing a role in the market’s weakness. The concerns escalated sharply when wallet-monitoring platforms flagged large Bitcoin transfers linked to the company, sparking widespread claims that a major sell-off had begun. The conversation gained even more traction when a widely circulated report alleged that Strategy had slashed its Bitcoin holdings by tens of thousands of tokens. Michael Saylor moved quickly to address the rumor, but the back-and-forth between on-chain interpretations and official statements raises questions of what is really happening behind the scenes. How Wallet Movements Turned Into Full-Blown Sell-Off Rumors The controversy started when Walter Bloomberg shared a post citing Arkham Intelligence and claiming Strategy had reduced its Bitcoin stash from 484, 000 BTC to roughly 437, 000 BTC. The alleged drop of about 47, 000 BTC immediately led to questions as to whether the company had quietly begun liquidating. Saylor responded directly beneath the post, stating, “There is no truth to this rumor,” dismissing the claim outright. There is no truth to this rumor. Michael Saylor (@saylor) November 14, 2025 As the situation spread across social platforms, Arkham Intelligence later clarified what actually happened. In a post on X, the firm explained that Strategy had moved 43, 415 BTC since midnight UTC, worth over $4. 2 billion, but also noted that the activity consisted of routine custodian rotations. According to Arkham, the transfers were due to movement from Coinbase Custody to a new custodian, along with internal rebalancing and wallet refresh processes. None of the movements indicated sales and that Strategy frequently performs these custodial transitions. Anyone tracking these wallet clusters over the past two weeks would have seen similar flows, eventually followed by relabeling once new addresses were established. Saylor’s Public Reassurance And Continued.

byadminNovember 15, 2025