Saylor's Strategy Hints at New Bitcoin Buys Despite Delisting Concerns
Analysis
Price Impact
HighMichael saylor's strategy (formerly microstrategy) has reiterated its plan to buy more bitcoin during market dips, leveraging the current slump. this signals strong institutional conviction and potential significant capital inflow into btc, which could offset the immediate bearish market sentiment. however, potential outflows from strategy's stock due to msci delisting concerns could indirectly impact investor sentiment towards btc, though saylor frames strategy's unique position.
Trustworthiness
HighMichael saylor and strategy have a proven track record of accumulating bitcoin during downturns, reinforcing their long-term conviction. jpmorgan's analysis on msci is a credible financial assessment, and the stated bitcoin price movements are factual market data.
Price Direction
NeutralWhile bitcoin is currently experiencing a significant short-term decline, hitting a seven-month low and wiping out year-to-date gains, saylor's reiterated strategy to 'buy more' during such dips provides a fundamental long-term bullish underpinning. this creates conflicting signals, leading to a neutral immediate outlook where bearish price action is met with strong underlying accumulation intent.
Time Effect
LongStrategy's accumulation playbook is a long-term strategy, aiming to increase btc holdings over extended periods, especially during market weaknesses. while the msci decision has a short-term deadline (january 15, 2026), saylor's response frames the company's long-term bitcoin-backed finance model.
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Cover image via U.Today Read U.TODAY on Google News How will Bitcoin price affect Strategy's stock performance Michael Saylorâs take on Strategy and BTC Advertisement Amid the ongoing crypto slump, Michael Saylor Strategy (formerly MicroStrategy) is hinting plans to increase its Bitcoin holdings. In a post on X, the company reminded investors of its 2022 playbook. In the depths of the 2022 crypto winter, our average cost basis was $30K while $BTC traded nearly 50% below it at $16K. What did we do? We bought more. — Strategy (@Strategy) November 21, 2025 The message suggests Strategy may once again use market weakness to expand its BTC position. Advertisement How will Bitcoin price affect Strategy's stock performance Earlier this week, JPMorgan estimated that Strategy could face up to $2.8 billion in outflows if MSCI removes it from its equity indices. A broader wave of reclassifications by other index providers could add another $8.8 billion in redemptions. HOT Stories Crypto Market Prediction: Worst Bitcoin (BTC) Candle in History? Will XRP Reach $1 Hard Reset? Ethereum Hiding Enormous Bullish Potential 'Rich Dad Poor Dad' Author Sells His BTC Holdings After Predicting $250K per Coin Bitcoin on the Verge of 30% Collapse Against Gold, Shiba Inu (SHIB) Burn Rate Jumps 23,864%, XRP Price Drops Below $2 Despite ETF Launch — Crypto News Digest Hayes: Bitcoin Bottom Is Near, But There's a Catch You Might Also Like Fri, 11/21/2025 - 14:03 Saylor Finally Breaks Silence Amid Devastating Bitcoin Price Crash By Alex Dovbnya Strategy is currently part of major benchmarks including the Nasdaq-100, MSCI USA, and MSCI World. Analysts note that about $9 billion of the firm’s $50 billion market cap is tied to passive funds tracking these indices. MSCI is expected to make its decision on January 15, 2026. Michael Saylor’s take on Strategy and BTC Responding to mounting concerns, CEO Michael Saylor emphasized that Strategy should not be viewed as a fund or holding company. He described it as a publicly traded operating company with a $500 million software business and a “unique treasury strategy that uses Bitcoin as productive capital.” Saylor noted the completion of five public offerings this year totaling $7.7 billion in digital credit securities. According to Saylor, Strategy “creates, structures, issues, and operates,” positioning itself as a Bitcoin-backed structured finance company capable of innovating across capital markets and software. Response to MSCI Index Matter Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital. This year alone, we’ve completed… — Michael Saylor (@saylor) November 21, 2025 Bitcoin extended its decline on Friday, hitting a seven-month low near the $80,000 mark, which is widely considered an important support level that can potentially trigger further decline. Bitcoin has now wiped out all year-to-date gains, falling 12% in 2025, while Ethereum is down almost 19%. #MicroStrategy News #Bitcoin #Michael Saylor #JP Morgan News