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 @ki_young_ju on X on Dec 1, 2025, selling Bitcoin below 1x mNAV could benefit MicroStrategy (MSTR) shareholders but would hurt Bitcoin, indicating negative price impact risk for BTC. According to @ki_young_ju on X on Dec 1, 2025, the 1x mNAV level is the key threshold traders should watch when assessing potential MSTR-related BTC supply overhang. According to @ki_young_ju on X on Dec 1, 2025, sub-mNAV sales are unfavorable for Bitcoin’s market health even if they support MSTR equity, suggesting caution around BTC exposure if this condition emerges.

According to @NFT5lut, Bitcoin is experiencing strong selling pressure, indicating weak sentiment for BTC and cautious positioning among traders, source: @NFT5lut. According to @NFT5lut, whether investors and institutions reinvest will depend on how favorable potential upcoming Federal Reserve interest rate cuts are, making Fed policy guidance a key catalyst for BTC direction, source: @NFT5lut. According to @NFT5lut, there is hope the US Federal Reserve will deliver news supportive to crypto investors and retailers, highlighting the market’s sensitivity to dovish signals, source: @NFT5lut. Based on @NFT5lut’s view, traders may focus on FOMC communications and rate-cut expectations as primary triggers for BTC inflows or continued outflows, source: @NFT5lut.

According to @lookonchain, wallet 0x3E38 sold 700.2 WBTC over the last two days for $59.95M, locking in a realized loss of $21.68M as reported on X (source: @lookonchain on X; Arkham Intel address 0x3E3868F5e6Fd1B2C2B91b234436b46c0a5B1140C). According to @lookonchain, the same wallet had accumulated 700.2 WBTC between May 12 and July 24 for $81.64M at a $116,593 average and was forced to sell as BTC declined (source: @lookonchain on X; Arkham Intel address 0x3E3868F5e6Fd1B2C2B91b234436b46c0a5B1140C).

According to Ash Crypto (@Ashcryptoreal), Mt. Gox has delayed BTC repayments to next year, which the source indicates would reduce near-term selling pressure and be bullish for Bitcoin price action. Source: Ash Crypto on X, Oct 27, 2025.

According to Crypto Rover, BTC experienced significant selling pressure on June 12, 2025, as highlighted by abrupt price drops and high trade volume (source: @rovercrc). On-chain data from Glassnode confirms that a large portion of recent Bitcoin sales originated from short-term holders and institutional wallets, indicating possible profit-taking and risk management strategies. This shift in the Bitcoin market suggests increased volatility for traders, with potential impacts on BTC support levels and short-term trading opportunities (source: Glassnode, CryptoQuant). Traders should closely monitor on-chain flows and order book depth for potential entry and exit signals.

According to Crypto Rover, on-chain data shows a significant decrease in Bitcoin deposits by whales onto exchanges, indicating a notable reduction in selling pressure. This trend suggests that large holders are less inclined to sell at current price levels, which historically precedes upward price movements. Traders are closely monitoring these whale activities as they often provide early signals for potential volatility and bullish momentum in the Bitcoin and broader cryptocurrency markets. Source: Crypto Rover, Twitter, May 17, 2025.