Saylor Calls Bitcoin 'Digital Capital' as Strategy Inc. Stock Seen Sliding
Michael Saylor used a Cantor Crypto appearance to restate his thesis of Bitcoin as a form of digital capital, emphasizing structural, long-term demand drivers rather than short-term price moves. His remarks reinforce a familiar narrative among institutional believers that positions BTC as an allocable asset for balance sheets and long-duration portfolios.
At the same time, market analysts are flagging downside risk for Strategy Inc., warning the stock could slide toward $100. That warning matters because volatility in high-profile crypto-linked equities can amplify sentiment and liquidity shifts across the sector; investors with concentrated exposure may need to reassess risk and correlation between spot BTC and related stocks. The juxtaposition of bullish strategic rhetoric and near-term equity pressure underscores an uneven market backdrop heading into the week.