Did the US Really “Manufacture” the Bitcoin Crash? What to Know About the MSTR Buyout Rumor
Over the course of final week, and even earlier than that, the Bitcoin value recorded a regarding sample. The US buying and selling periods drove Bitcoin losses, whereas Asian markets constantly purchased the dip, indicating sharp regional divergence.
New stories allege that the authorities could have orchestrated the sell-off seen throughout the US periods as a part of its broader funding technique.
US Buyout Rumors Hit MicroStrategy as Bitcoin Crashes to $85,000
Bitcoin’s current value decline revealed a pointy cut up in buying and selling, with US periods driving sell-offs whereas Asian merchants steadily purchase the dip. BeInCrypto reported that American sessions have become the weakest interval for Bitcoin costs.
According to Max Keiser, a Bitcoin pioneer, the US authorities could also be eyeing MicroStrategy ($MSTR) and Coinbase ($COIN), probably capitalizing on Bitcoin’s steep sell-off in November.
While no proof confirms the claims, the hypothesis has unfold. Some counsel that this curiosity drove the authorities to orchestrate the current Bitcoin sell-off to the sub-$90,000 vary.
Allegedly, US authorities officers needed MicroStrategy’s market worth to internet asset worth (mNAV) close to 1.0 and due to this fact manufactured a crash on Bitcoin to compress the premium.
“The US is considering a multi-billion-dollar funding in MSTR, they usually wanted the mNAV to be 1 earlier than it made sense for them to make investments, so that they manufactured a crash on bitcoin,” wrote Teddy, a preferred consumer on X (Twitter).
Mike Alfred names officers comparable to President Donald Trump, Treasury Secretary Scott Bessent, and allies, citing a multi-step plan to bolster Bitcoin, MSTR, and stablecoins whereas concurrently defunding JP Morgan, the Fed, and the US banking cabal to shield US residents.
Again, there are not any official statements or regulatory filings backing these claims. No representatives from the US Treasury, White House, or regulatory businesses have addressed or confirmed the rumors.
“The administration views it as a defining battle,” Alfred noted.
MicroStrategy’s Index Risk Matters More Than the Noise
Several components have factually influenced current value volatility. Strategy Inc. faces the potential affect of MSCI’s proposed index exclusion for firms with greater than 50% of their property in Bitcoin or comparable cryptocurrencies. If adopted, this coverage might set off as a lot as $8.8 billion in passive fund outflows from the inventory.
At the identical time, shifting outlooks on Fed rate cuts and volatility in bond markets have pressured riskier investments, main to elevated market declines.
Michael Saylor, CEO of MicroStrategy, rejects attempts to reclassify his company as a fund or trust, emphasizing its ongoing software program and lively treasury operations.
With MSCI’s January 2026 choice approaching, the firm continues to face actual enterprise hurdles unrelated to on-line conspiracy theories.
Speculation on X ties Bitcoin’s crash to imagined authorities accumulation plans, together with:
- Claims that the authorities will “step in and purchase MicroStrategy,” creating a brand new “failsafe.”
- Theories that crashing Bitcoin permits the US to attain a hypothetical 1 million BTC reserve goal.
- Assertions that MicroStrategy might be a long-running “honeypot” main to eventual asset seizure.
Blockchain information signifies that the US authorities holds greater than 326,000 BTC from prior forfeitures, fueling continued hypothesis.
MicroStrategy, whose steadiness sheet is dominated by Bitcoin, dropped greater than 60% from its highs, pushing its mNAV to ranges beneath 1 as of November 23.
Even with out proof of a authorities bid, the rumors spotlight a number of key realities:
- MicroStrategy’s valuation stays tightly correlated with Bitcoin volatility.
- Index-eligibility opinions might materially affect liquidity for $MSTR.
- Social media-driven narratives can affect sentiment throughout high-volatility durations.
While these stay hypothesis from a few of the business’s loudest voices, the timing of those posts, amidst one in every of Bitcoin’s sharpest weekly declines of 2025, could also be exacerbating the unfold.
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