Compass Investments

The $85,000 drop in bitcoin has sparked unsubstantiated claims that the sell-off was inspired by the United States.

Rumors link the collapse to MicroStrategy’s mNAV reduction before the MSCI audit.

o evidence is available to support the buyback theory, as fluctuations are driven by macroeconomic and index risks.

Over the past week and even earlier, the bitcoin exchange rate dynamics have raised concerns. During the U.S. trading, the price of BTC was declining, while the Asian markets were steadily buying it up, which demonstrates a significant divergence between the regions.

The new data hints that the drop in value seen during U.S. trading hours may have been organized by the government as part of its overall investment strategy.

The recent bitcoin plunge revealed a sharp trading gap, with U.S. sessions contributing to the reset, while Asian traders actively absorbed the drawdowns. According to BeInCrypto, trading periods in the United States turned out to be the least favorable for bitcoin quotes.

According to Max Kaiser, one of bitcoin’s early supporters, U.S. government agencies may be keeping a close eye on MicroStrategy ($MSTR) and Coinbase ($COIN), possibly capitalizing on bitcoin’s sharp drop in November.

Despite the lack of supporting material, speculation is multiplying. There are speculations that this interest prompted authorities to initiate the recent drop in bitcoin below the $90000 mark. {

it is alleged that US officials wanted MicroStrategy’s market capitalization to net worth (mNAV) to be closer to 1.0, and therefore triggered the bitcoin collapse to squeeze that premium.

“The US is looking at a multi-billion dollar investment in MSTR and they needed the mNAV to be 1 before it made sense for their investment, so they triggered bitcoin to fall, wrote Teddy, a prominent X (Twitter) user. Mike Alfred names officials such as former President Donald Trump, Treasury Secretary Scott Bessent and others, pointing to a multi-layered plan to support bitcoin, MSTR and stablecoins while cutting funding to JP Morgan, the Fed and the U.S. banking cabal to protect American citizens.

Again, no official statements or regulations confirming these theses have been presented. Neither representatives of the U.S. Treasury, the White House, nor regulators have discussed or confirmed these rumors.

“The administration sees this as a decisive battle, Alfred summarized.