CryptoQuant CEO Ki Young Ju has addressed market speculation regarding MicroStrategy's (MSTR) financial position, highlighting that the company appears oversold relative to its Bitcoin holdings and historical premiums. His comments, made on social media, aim to counter recent fears of potential forced Bitcoin sales by MicroStrategy, emphasizing the company's stable financial structure due to its shareholder dynamics.
Ki Young Ju's analysis suggests that MicroStrategy's current valuation does not accurately reflect its substantial Bitcoin reserves. This perspective was shared as part of broader discussions on social media, intended to alleviate concerns circulating within the market.
MicroStrategy Leadership Reaffirms Bitcoin Commitment Amid Market Uncertainty
Ki Young Ju's statements specifically addressed concerns about MicroStrategy's perceived oversold position. He underscored MicroStrategy's stable financial structure and indicated that Bitcoin sales are highly improbable, barring unforeseen circumstances. These insights were communicated through social media discussions in an effort to dispel market fears.
The MicroStrategy Board, under the leadership of Michael Saylor, has actively rejected assumptions of forced Bitcoin sales. They have emphasized a strong commitment to upholding shareholder preferences in all financial maneuvers, clarifying that liquidation scenarios are not aligned with MicroStrategy's mission as a Bitcoin-centric treasury firm.
"Strategy (MSTR) appears to be oversold relative to its amount of Bitcoin held and historical premium levels." — Ki Young Ju, CEO, CryptoQuant
Bitcoin Dominance and MicroStrategy's Holdings
MicroStrategy currently holds approximately 649,870 BTC. The company has maintained these holdings without engaging in sales activities, demonstrating a consistent commitment to its Bitcoin treasury strategy despite fluctuating market dynamics.
As of November 26, 2025, Bitcoin's price stands at $86,944.91, with a market capitalization of $1.73 trillion. Bitcoin's dominance in the market is reported at 57.92%, with a circulating supply nearing its maximum ceiling of 21 million. The 24-hour trading volume for Bitcoin reached $59 billion, marking a decrease of 13.43%.
Within the past 24 hours, Bitcoin's price has seen a 0.60% decrease, and over a 30-day period, it has declined by 24.64%. These figures reflect the current volatility in the cryptocurrency market.
Insights from the Coincu research team suggest that despite current financial pressures and market volatility, Bitcoin's standing as a corporate treasury asset remains influential. The team anticipates that any future regulatory or liquidity-related changes could further shape the strategies for Bitcoin's utilization by corporations.