AB Kuai.Dong
AB Kuai.Dong|Dec 05, 2025 11:07
Although MicroStrategy's Bitcoin strategy has shifted, the short-term panic selling of BTC has ended, and the company has transitioned to a defensive mode (prioritizing debt repayment and interest delivery for investors). But after checking the data from prediction market Polymarket, there’s still an 18% and 35% chance predicting that the company will sell BTC by next summer and the end of the year, respectively. The key turning point is that 71% of predictions believe that by March 31 next year, mainstream index provider MSCI will remove MicroStrategy from two of its stock indices. This is probably why the boss is feeling a bit anxious. Even though he says it doesn’t matter and the community is still enthusiastically supportive, quite a few investors are genuinely worried.
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