MicroStrategyâs Bitcoin buying spree has sparked comparisons to Do Kwonâs infamous 2022 run with Terra/LUNA. Saylorâs vision of acquiring a massive BTC stash has some wondering: could this end in another âdeath spiralâ? đâ ïž
For context, Kwon aimed to buy 1 million BTC to back his UST stablecoin, but it all collapsed, leaving investors with a 99.9% loss. Saylorâs goal? To make MicroStrategy a âBitcoin investment bank,â backed by his ever-growing BTC holdings. đ
đ So far, Saylorâs strategy has boosted MicroStrategyâs stock 459% YTD. But with $35B in BTC on the books, critics worry about the risks of turning Bitcoin into a perpetual motion machine.
Is Saylor building the future of Bitcoin finance or setting up for a Kwon-like crash? Time (and the market) will tell. đ€