Why this report matters Bitcoin is slipping back into levels few expected to see this year, and the buyers who once supported every dip have suddenly vanished. A series of quiet but critical shifts in flows, positioning, and long-term holder behavior is now reshaping the entire market structure, as we pointed out already back in June (here). Some of the largest crypto-linked stocks have erased years of speculative premium in just weeks, precisely as we expected (here, here, here). Even ETF flows, once the industry’s most reliable pillar, have started to fracture in ways that deserve far more attention. Bloomberg recently covered our analysis (here). Traders are still eager to buy the dip, especially when a few conveniently timed bullish headlines hit the tape, but is now really the moment to step in? Let’s take a closer look. Bitcoin (LHS) vs. MicroStrategy (RHS)
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Wednesday, November 12, 2025
MicroStrategy Shareholders Lost Everything. Can They Lose Even More?
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