Bearish Saylor Sentiment Signals Potential Bitcoin Bottom: Report

Bitcoin (BTC) merchants are rising louder of their criticism of Michael Saylor and Strategy because the flagship cryptocurrency struggles to regain momentum in late December 2025, with social media stuffed with fears round leverage, debt, and compelled promoting.

However, on-chain analytics agency Santiment says that the wave of pessimism could also be flashing a contrarian sign. According to it, excessive negativity towards high-profile Bitcoin holders has typically appeared close to native market lows, suggesting promoting stress could also be near exhaustion fairly than simply starting.

Rising Hostility Toward Saylor as Bitcoin Stalls

In a Christmas Eve put up, Santiment noted that discussions round Strategy and Saylor spiked sharply in mid-November as Bitcoin did not regain upside traction. The agency acknowledged {that a} key set off for the backlash was the steep fall in Strategy’s inventory value, which dropped from round $456 in July to roughly $160 in December, a decline of about 65%.

Santiment wrote that the drop “has include fairly a little bit of hostility, distraught, and naturally memes,” reflecting rising frustration amongst retail merchants. Much of the priority facilities on Strategy’s aggressive borrowing to purchase Bitcoin, a plan that labored nicely throughout robust markets however seems dangerous throughout downturns.

On X and Reddit, the subject has typically been simplified into fears of over-leverage and liquidation, though a lot of the firm’s debt doesn’t face each day margin calls.

Santiment additionally identified that one other supply of tension is Strategy’s identification shift beneath Saylor, with many merchants viewing it much less as a software program agency and extra as a Bitcoin proxy. The market intelligence platform famous that social posts incessantly leap to worst-case eventualities, together with pressured BTC gross sales or shareholder dilution, even when such outcomes aren’t computerized.

Additionally, lower than three weeks in the past, Polymarket information confirmed 61% of merchants betting that Strategy may very well be faraway from the MSCI index by March 31 subsequent 12 months, including to the gloomy temper.

Why Extreme Pessimism May Hint at a Market Floor

It is the hostility that Santiment contends could also be a sign.

“Heavy bearishness towards Strategy and Michael Saylor is arguably a stealth backside sign as a result of it reveals feelings have reached an excessive degree of FUD,” the agency remarked.

It added that when concern turns into one-sided, it signifies that many weaker palms have already bought, leaving fewer sellers behind.

This view comes as different information factors present Strategy shifting right into a extra defensive stance. A CryptoQuant report from earlier within the month mentioned the corporate has slowed Bitcoin purchases via 2025 and constructed a greenback money buffer to cowl dividends and curiosity for at the least a 12 months.

While Strategy nonetheless holds greater than 670,000 BTC, current disclosures verify it now permits for Bitcoin gross sales or derivatives use as a part of danger administration.

Santiment added that when sentiment towards figures like Saylor is deeply unfavorable, even modestly optimistic developments can shift narratives rapidly. And though concern alone doesn’t assure a rebound, historical past means that when social chatter turns relentlessly hostile, draw back danger might already be priced in.

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