Fed Rate Cut Odds Drop Below 50% for December – Markets Brace for Impact

The Federal Reserve just sent shockwaves through financial markets as probability models now show less than a 50% chance of a December rate cut. Traders who bet on central bank generosity might need another margarita with those holiday losses.

Powell & Co. continue their high-wire act—tightrope walking between inflation data and recession risks while Wall Street analysts scramble to update their PowerPoint decks. The 'higher for longer' crew pops champagne as rate-sensitive assets tremble.

Remember when the Fed used to give clear forward guidance? Neither do we. One thing's certain: the market's addiction to cheap money withdrawals just hit another painful snag.

• Michael Saylor’s Strategy has not sold any Bitcoin in 2025, despite widespread rumors of a $1 billion liquidation.
• Total Bitcoin holdings now stand near 641,692 BTC, valued at around $65 billion, showing ongoing accumulation.
• Michael Saylor reaffirms long-term confidence in Bitcoin, advising investors to maintain a four-year time horizon.

Michael Saylor’s Strategy remains in the headlines due to the Bitcoin price, as it dropped below $95,000, reaching its lowest point in over a month. This led to speculations being rife over the sale of over $1 billion worth of BTC by Michael Saylor’s company to reduce the loss. But on analyzing the facts, it is seen that this is nothing but misinformation.

Speculation began as popular crypto influencers and on-chain tracking tools brought attention to wallet activity related to “Strategy.” Some large bitcoin transactions were logged, ranging from tens to hundreds of millions of dollars.

These activities triggered speculations of MicroStrategy or Saylor liquidating some of their Bitcoin holdings. However, on-chain data by itself is not enough to prove any sales, and the facts, as corroborated by verified reports, are quite different.

Strategy Continues Accumulating Bitcoin

MicroStrategy hasn’t sold Bitcoin yet in 2025. In fact, the company has been actively accumulating BTC, as it bought 487 coins on Nov 10 and 397 coins the previous week.

In mid-November 2025, MicroStrategy’s total Bitcoin holdings are close to 641,692 BTC, worth over $65 billion. This is clear evidence of the company’s plan to accumulate Bitcoin, and they are not looking to sell any.

The blockchain data reveals large BTC transactions associated with MicroStrategy, but all are internal wallet transfers and/or custody change-outs. Arkham Intelligence verified that there are no sales reflected in any of the on-chain data.

DID SAYLOR SELL $4 BILLION TODAY?

No. Strategy has been moving billions of dollars of BTC in the past 2 weeks as part of what appears to be a change in custodians for some of their Bitcoin.

Our research team wrote a deep-dive on Strategy’s recent movements and activity, to help… https://t.co/1pvycnF3ZX

This is a very significant point, as it draws attention to a misconception. Many large Bitcoin transactions are assumed to be liquidations, yet they are merely part of corporate wallet management.

Michael Saylor Reaffirms Long-Term Confidence

Michael Saylor has publicly denied the rumors, emphasizing that MicroStrategy remains committed to Bitcoin. In a recent CNBC interview, he stated:

There is no truth to this rumor.

“I think the volatility is part of the territory. If you’re going to be investing in Bitcoin, you have to have a four-year time horizon and you have to be able to handle the volatility in this market.”

Saylor’s views reflect his decades-long “never sell” philosophy, emphasizing his faith in Bitcoin’s growth.

Despite the price decline in Bitcoin, MicroStrategy is still accumulating and not selling. It is important to note that large blockchain transactions are often misunderstood as liquidations and that MicroStrategy’s commitment to BTC is still very strong.