Headline: Saylor vs. Schiff rekindles as MicroStrategy’s $54B Bitcoin bet shows signs of strain — setback or cyclical pause? MicroStrategy’s big Bitcoin wager is back in the spotlight as prices slip and critics circle. The long-running public feud between gold proponent Peter Schiff and Bitcoin bull Michael Saylor flared up again this week after MicroStrategy’s BTC position showed limited near-term gains. Schiff slammed MicroStrategy’s strategy — calling into question the firm’s roughly $54 billion Bitcoin allocation and saying it has produced “little real progress.” With BTC trading near MicroStrategy’s reported average purchase price of about $76,000, Schiff highlighted what he framed as a disappointing performance: “I’m sure the losses over the next five years will be much greater!” He also repeated a past prediction that “regardless of what happens to Bitcoin, I believe $MSTR will eventually go bankrupt.” Saylor’s camp sees things very differently. Saylor has long argued that corporate Bitcoin accumulation is a long-term hedge against inflation and currency debasement — not a trade to be judged by short-term swings. Supporters on X pushed back on Schiff’s timing critique, arguing that MicroStrategy’s buys span multiple cycles and that assessing the company mid “macro drawdown” is cherry-picking. One user noted Schiff’s criticism “ignores timing and liquidity,” and that the current weakness reflects a tighter dollar-liquidity environment forcing risk reductions across asset classes rather than a failure of Bitcoin’s fundamentals. Market snapshot quoted in the debate: - Bitcoin: down about 2.56% in 24 hours to roughly $76,119. - MicroStrategy (MSTR) stock: trading near $133.26, down around 6.40%. - MicroStrategy’s reported holdings: more than 713,500 BTC. - Company metrics cited: an average BTC purchase price of ~ $76,000 and a reported unrealized loss figure — comments referred to an unrealized loss of roughly 3% and, separately, an unrealized loss exceeding $900 million. What’s at stake The disagreement highlights two competing investment narratives. One views MicroStrategy’s large BTC position as a purposeful, multi-cycle store-of-value allocation that may underperform in short-term macro drawdowns but could pay off over years. The other views the strategy as risky and capital-inefficient for shareholders, especially when the company’s share price narrows the gap to its Bitcoin acquisition cost. Whether MicroStrategy is facing a temporary setback or the start of deeper trouble remains unsettled. For now, the company still ranks as the largest corporate holder of Bitcoin, but narrowing margins between market prices and purchase averages are intensifying scrutiny. Disclaimer: This article is informational and not investment advice. Cryptocurrency trading carries high risk; do your own research before making financial decisions. © 2026 AMBCrypto Read more AI-generated news on: undefined/news

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