MicroStrategy Collapse? Bitcoin Signals a Major Breakdown Ahead | The State of Bitcoin Markets

Bitcoin just cracked its monthly structure, liquidity evaporated, and MicroStrategy is getting punished harder than BTC itself. Luca, Borja and Alex expose why institutions panic-sell into weakness and why treasury stocks are splitting into winners (MetaPlanet, Capital B) and losers (MSTR) — even with Saylor dropping a fresh $1.4B reserve. This is a raw look at what the market is really pricing in.

We also break down the political fires fueling this risk-off move: U.S. naval conflicts, Venezuela tensions, Middle East pressure, and how global instability is dragging Bitcoin into a high-volatility zone going into December. This is the episode you watch to understand the REAL state of Bitcoin markets.

• Deep-dive on MicroStrategy, treasury stock spreads, liquidity gaps
• Institutional behavior, quantum fears, global macro instability

00:00 – Bitcoin Opens December With a Hard Breakdown 📉
02:10 – Fibonacci Levels Signal Trend Reversal Risk 📊
04:02 – Monthly Chart Flashes Major Volatility Warning ⚠️
05:55 – Key Support Levels That Decide Bitcoin’s Fate 🧱
07:20 – Institutional Liquidity Evaporating Fast 💧
08:45 – Year-to-Date Analysis: Where BTC Actually Stands 🗓️
10:12 – Market Irrationality and Liquidity Gaps Explained 🌀
12:00 – Weekend vs Weekday Price Behavior: Hidden Signals 🕵️‍♂️
13:40 – Liquidations Heating Up: Who Gets Wiped First? 🔥
15:22 – Open Interest Crashes $50B in Weeks 💥
17:05 – Treasury Stock Drawdowns vs Bitcoin: Surprising Winners 📈
19:20 – Why MetaPlanet and Capital B Outperformed Bitcoin 🧠
22:00 – MicroStrategy’s Brutal Month in Bitcoin Terms 💀
24:10 – Saylor’s $1.4B Strategic Reserve — What It Really Means 🏦
26:30 – Dividend Coverage Strategy and Treasury Engineering 🧮
29:30 – Can Smaller Bitcoin Companies Replicate MSTR? 🏗️
32:45 – Why Markets Punished MicroStrategy Despite Good News 🤔
36:12 – MetaPlanet’s Japan Expansion and $136M Preferred Raise 🇯🇵
41:00 – Geopolitical Shockwaves: U.S.–Venezuela Tensions 🌎
49:20 – The Middle East, the Pope, and Global Instability 🕊️

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