Bitcoin News Today: Alleged Strategy BTC Sell-Off Threatens Bitcoin Bull Run

Experts have raised concerns over the potential impact of a reported plan by a major corporate Bitcoin holder to sell its entire BTC position, which could jeopardize the ongoing bull market. According to a thesis shared by market analyst OxArtikal on social media, Michael Saylor’s Strategy (formerly MicroStrategy)—the largest corporate Bitcoin holder—is allegedly preparing to offload all of its 628,000 BTC holdings by 2025. This represents over 3% of Bitcoin’s total supply and could create a ripple effect larger than past market shocks, such as the FTX collapse, which held only 20,000 BTC [1].

The expert points to recent on-chain activity as a red flag: in late June, 7,382 BTC—worth approximately $800 million—was quietly transferred from Strategy’s wallets to three new addresses with no prior transaction history. These funds were subsequently moved to Coinbase Prime, a sell-side custodian, with no public explanation provided during the company’s Q2 earnings call [1].

This move has led analysts to speculate that Strategy may be laying the groundwork for a large-scale sale. The implications could be severe. OxArtikal argues that even a partial sell-off could trigger a mass exodus from the market, leading to a psychological panic that could drive Bitcoin’s price below $70,000 within days [1]. Such a drop would not only undermine the recent retail-driven recovery but could also deter new investors who view Bitcoin as a long-term store of value.

Historical patterns add weight to these concerns. In 2022, Strategy moved 34,000 BTC to secure a loan, shortly before a major market crash. The recent movements suggest a similar playbook may be in motion, raising fears of a repeat scenario. If Strategy were to exit the Bitcoin market entirely, the analyst warns, it could result in more than a correction—it could signal the end of Bitcoin’s reputation as “digital gold,” wiping out years of trust and institutional adoption [1].

While no official confirmation has been issued by the company, the lack of transparency and the involvement of a sell-side custodian have fueled market unease. The potential for a large-scale Bitcoin liquidation, even if speculative, is enough to trigger volatility and a shift in investor sentiment. Institutional investors are already showing signs of caution, with increased demand for downside protection in Bitcoin options trading [2].

The Bitcoin market, relatively small compared to traditional asset classes, is particularly vulnerable to large institutional actions. A significant sell-off by a top holder could create a domino effect, amplifying losses and triggering broader market instability. This underscores the delicate balance between bullish momentum and the fragility of confidence in crypto markets [1].

As the market watches for further developments from Strategy, the expert’s thesis has already influenced investor discourse, prompting a more cautious outlook. Whether or not the alleged sale proceeds, the mere possibility has already cast a shadow over the Bitcoin bull run, highlighting the outsized influence that a single corporate holder can have on the entire market.

Source: [1] "Is The Bitcoin Bull Run In Jeopardy? Expert Reveals Strategy’s Alleged Plan To Sell All BTC Holdings", NewsBTC, July 18, 2025. https://www.newsbtc.com/bitcoin-news/is-the-bitcoin-bull-run-in-jeopardy-expert-reveals-strategys-alleged-plan-to-sell-all-btc-holdings/

[2] "BTC price to $110K next?", PandaForecast.com, July 30, 2025. https://pandaforecast.com/company-news/?ticker=msft