According to @santimentfeed, Bitrue launched $POWER perpetual futures with up to 20x leverage starting Dec 8, while new listings and incentives such as $STABLE’s mainnet and spot trading on Bitget and BitMart are driving user engagement and liquidity across fresh trading pairs (source: @santimentfeed). Binance became the first global exchange to secure a full suite of ADGM FSRA licenses, enabling a potential shift of global operations to Abu Dhabi and boosting institutional trust, coinciding with Solana Breakpoint and Abu Dhabi Finance Week (source: @santimentfeed). Markets are focused on JOLTS, an FOMC decision with an 88% probability of a 25 bps cut, Powell’s press conference, and 2026 dot projections, with BTC watching a potential breakout near $94K but elevated post-FOMC volatility; initial jobless claims and PPI add further uncertainty (source: @santimentfeed). Tether minted 1 billion USDT on Tron, while ADGM officially recognized USDT for regulated multi-chain use across TON, Polkadot, Near, and Tron, reinforcing stablecoin liquidity and institutional adoption (source: @santimentfeed). Hyperliquid’s HYPE token continues to show strong revenue traction despite resistance, and traders are monitoring token unlocks and macro catalysts for potential volatility and entries (source: @santimentfeed). A reported purchase of 10,624 BTC for $962.7 million at an average of $90,615 raised total holdings to 660,624 BTC valued above $60 billion, funded mainly via MSTR common stock ATM and partly via preferreds, improving preferred credit quality and signaling continued long-term BTC conviction (source: @santimentfeed).

According to @Andre_Dragosch, MicroStrategy’s latest weekly BTC purchase was the largest since July 2025, indicating this week’s buy size exceeded all intervening weeks through early December 2025, source: @Andre_Dragosch on X, Dec 8, 2025. For traders, this confirms a week-over-week acceleration in corporate BTC accumulation pace at MSTR, a data point that can inform assessments of near-term spot demand concentration, source: @Andre_Dragosch on X, Dec 8, 2025.

According to Michael Saylor (@saylor), Strategy acquired 10,624 BTC for approximately $962.7 million at an average price of $90,615 per bitcoin. According to the Strategy press release dated 12/8/2025, the firm now holds 660,624 BTC acquired for about $49.35 billion with an aggregate cost basis of $74,696 per BTC as of 12/7/2025. According to calculations based on the Strategy press release, the latest buy price of $90,615 is roughly 21.3% above the firm’s aggregate cost basis of $74,696. According to calculations based on the figures in the Strategy press release, the 10,624 BTC tranche increased holdings by about 1.6% relative to the reported 660,624 BTC total. According to Michael Saylor (@saylor), Strategy reports a BTC Yield of 24.7% year-to-date in 2025. According to Michael Saylor (@saylor), referenced tickers include MSTR, STRC, STRK, STRF, STRD, and STRE.

According to the source, Cantor Fitzgerald significantly lowered its price target for MicroStrategy (MSTR) while reiterating an Overweight rating on the Bitcoin-treasury-focused company. Source: Cantor Fitzgerald research update communicated publicly on Dec 5, 2025. MSTR’s share performance is materially influenced by BTC price volatility, as disclosed in the company’s SEC filings, which is relevant for traders using MSTR as a Bitcoin proxy. Source: MicroStrategy SEC filings (Risk Factors).

According to @saylor, Michael Saylor posted an "Orange Tie in Dubai" photo on X on Dec 5, 2025, indicating he is in Dubai. Source: Michael Saylor on X, Dec 5, 2025. The post contains no mention of Bitcoin purchases, price views, or MicroStrategy (MSTR) corporate actions, and does not reference any filing or press release, offering no tradable disclosure by itself. Source: Michael Saylor on X, Dec 5, 2025. Saylor serves as Executive Chairman of MicroStrategy, which reports holding Bitcoin as part of its corporate treasury strategy, so his social posts are closely watched by BTC and MSTR traders even when non-material. Source: MicroStrategy investor relations.

According to the source, Cantor Fitzgerald reduced its price target on MicroStrategy (MSTR) by 59% while maintaining a long-term bullish stance on the Bitcoin-exposed company, as disclosed in a new research note. Source: Cantor Fitzgerald research note. The move is trading-relevant for crypto-equity correlation plays because MicroStrategy’s equity performance is closely tied to BTC through its treasury strategy of holding Bitcoin. Source: MicroStrategy investor relations.

According to @AltcoinDaily, a new segment highlights three Bitcoin dividend stocks—STRC, BTCI, and MSTR—presented as the best Bitcoin stocks to buy for 2026 and beyond. source: https://twitter.com/AltcoinDaily/status/1997014489611534339 According to @AltcoinDaily, the post claims these positions pay $2,000 per month in dividends to the host. source: https://twitter.com/AltcoinDaily/status/1997014489611534339 According to @AltcoinDaily, Brian Harrington joins the discussion, with further details available in the linked video. source: https://twitter.com/AltcoinDaily/status/1997014489611534339 source: https://youtu.be/u8iMD9MYOl8

According to the source, a Dec 2, 2025 social media post claims Michael Saylor’s MicroStrategy may be forced to sell Bitcoin (BTC) only in the event of a literally three-year sustained down cycle (source: provided social media post dated 2025-12-02). The post does not include supporting documentation or links to official filings, so traders should seek confirmation via MicroStrategy’s SEC disclosures or company statements before repositioning in BTC or MSTR (source: provided social media post dated 2025-12-02).

According to @santimentfeed, crypto markets rebounded after yesterday’s crowd FUD, led by SUI up 21%, ADA up 14%, DOT up 14%, and LINK up 13% (source: @santimentfeed). According to @santimentfeed, MicroStrategy’s stock (MSTR) is up 16% since the peak of social media FUD 24 hours ago (source: @santimentfeed). According to @santimentfeed, the move underscores that contrarian positioning outperformed over the past day (source: @santimentfeed).

According to the source, investment bank Benchmark reaffirmed its bullish thesis on MicroStrategy and set a $705 price target for MSTR. Source: Benchmark research note, Dec 2, 2025. Benchmark stated that Bitcoin (BTC) would need to drop below $12,700 and remain there for MicroStrategy to face material trouble, establishing a clear stress threshold. Source: Benchmark research note, Dec 2, 2025. This update frames MSTR risk management directly against BTC price levels, providing explicit parameters for trading and positioning. Source: Benchmark research note, Dec 2, 2025.

According to @BullTheoryio, Michael Saylor's MSTR-linked strategy is down 56% over the past 56 days (source: @BullTheoryio, X, Dec 1, 2025). According to @BullTheoryio, the strategy holds $55B in Bitcoin (BTC) while MicroStrategy's market cap stands at $47B, implying an approximate $8B gap and roughly a 15% discount versus the reported BTC holdings based on those figures (source: @BullTheoryio, X, Dec 1, 2025). According to @BullTheoryio, the post also highlights market fears that MSTR could be forced to sell Bitcoin, keeping forced-selling risk in focus for traders monitoring the BTC proxy trade in equities (source: @BullTheoryio, X, Dec 1, 2025).

According to The Kobeissi Letter, MicroStrategy holds $55.2 billion in Bitcoin, carries $8.2 billion in debt, and announced a $1.4 billion cash reserve today. According to The Kobeissi Letter, these figures imply a net Bitcoin value of $48.4 billion (Bitcoin holdings minus debt plus cash) versus a $45 billion MSTR market cap, indicating roughly a 7% discount. According to The Kobeissi Letter, this suggests MSTR is priced below its reported net BTC exposure, a valuation gap traders can monitor for potential discount widening or narrowing relative to BTC price action.

According to @KobeissiLetter, MicroStrategy (MSTR) fell 12% today and 57% since October 6, cutting its market cap to $45 billion (source: @KobeissiLetter). According to @KobeissiLetter, the post states this market cap is $10 billion below the current market value of the company’s Bitcoin (BTC) holdings, indicating an atypical discount versus its BTC treasury exposure (source: @KobeissiLetter). According to @KobeissiLetter, for crypto-focused traders this spread highlights potential relative-value opportunities between MSTR and spot BTC, as the equity proxy may revert toward the implied value of its BTC exposure when dislocations widen (source: @KobeissiLetter).

According to @ki_young_ju, selling Bitcoin (BTC) below 1x mNAV may offer short-term gains for MicroStrategy (MSTR) shareholders but would ultimately hurt Bitcoin and then MSTR, risking a death spiral; this flags downside risk to both BTC and MSTR if sub-1x mNAV sales occur. source: Ki Young Ju on X, Dec 1, 2025 https://twitter.com/ki_young_ju/status/1995506049269608827 For traders, the warning emphasizes monitoring any BTC disposals below 1x mNAV as a potential negative feedback loop between BTC price and MSTR equity, aligning risk management with this threshold. source: Ki Young Ju on X, Dec 1, 2025 https://twitter.com/ki_young_ju/status/1995506049269608827

According to The Kobeissi Letter, MicroStrategy (MSTR) fell over 7% today to its lowest level since October 2024 and is down 55% since October 6, marking one of its steepest declines on record (source: The Kobeissi Letter). Because MicroStrategy holds significant Bitcoin as part of its corporate strategy, traders commonly use MSTR as a high-beta proxy for BTC in crypto exposure and hedging strategies (source: MicroStrategy Investor Relations, Bitcoin strategy disclosures). The fresh multi-month low in MSTR provides a key reference level for BTC-linked equity strategies and highlights elevated sensitivity of crypto-proxy stocks to market stress (source: The Kobeissi Letter and MicroStrategy Investor Relations).

According to @Andre_Dragosch, MSTR is attempting an early-morning bounce in today's trading; source: X post by @Andre_Dragosch on Dec 1, 2025. The post also references an X link by Michael Saylor; source: the URL included in @Andre_Dragosch's X post on Dec 1, 2025.

According to Michael Saylor, MicroStrategy (MSTR) announced the creation of a 1.44 billion USD reserve and reported its Bitcoin reserve increased to 650,000 BTC, source: Michael Saylor on X, Dec 1, 2025. This disclosure is a corporate treasury update directly linking MSTR’s balance sheet to BTC exposure, source: Michael Saylor on X, Dec 1, 2025.

According to @saylor, Strategy acquired 130 BTC for approximately $11.7 million at an average price of $89,960 per bitcoin, and reports total holdings of 650,000 BTC purchased for about $48.38 billion at a $74,436 average cost basis, source: @saylor. Based on these disclosed figures, the new buy equals roughly 0.02% of reported holdings and implies an estimated portfolio value of about $58.47 billion if marked at the latest buy price, indicating roughly $10.09 billion above cost on that mark, calculations from data disclosed by @saylor. The post also included tickers $BTC, $MSTR, $STRC, $STRK, $STRF, $STRD, and $STRE, source: @saylor.

According to @CoinMarketCap, CEO Phong Le said the company would only consider selling Bitcoin as a last resort if its stock trades below net asset value and all access to capital disappears, characterizing it as a mathematical decision rather than a policy shift, source: @CoinMarketCap. According to @CoinMarketCap, this indicates no current change to the firm’s Bitcoin strategy and defines explicit sell triggers tied to share price versus NAV and liquidity availability, source: @CoinMarketCap. According to @CoinMarketCap, traders can track the stated conditions — MSTR share price relative to NAV and the company’s funding access — as signposts for any potential BTC sale under these extreme scenarios, source: @CoinMarketCap.

According to @AltcoinDaily on X (Nov 30, 2025), Michael Saylor teased a cryptic green dot signal, and @AltcoinDaily notes that an orange dot has previously indicated his firm buying BTC (source: @AltcoinDaily on X, Nov 30, 2025). According to @AltcoinDaily, the meaning of the green dot was not disclosed in the post, providing no timing or size details and leaving traders awaiting clarification for any actionable BTC or related equity moves (source: @AltcoinDaily on X, Nov 30, 2025).