Angel investor Jason Caracanis is urging traders to purchase Bitcoin instantly, fairly than following Michael Saylor’s company technique. He warns that MicroStrategy’s aggressive Bitcoin accumulation may inflate dangers, distort the corporate’s precise valuation and develop the status of the Bitcoin market.
Calacanis believes that direct possession offers extra management to traders and avoids the volatility of a single firm’s giant cryptocurrency holdings.
Calacanis raises doubts about MicroStrategy’s strategy
Jason Calacanis, an early supporter of Uber and a outstanding Silicon Valley voice, urged traders to keep away from micro-tactics. Calacanis argued that traders ought to maintain Bitcoin instantly, fairly than counting on public firms’ Bitcoin exposures to keep away from pointless company dangers.
Caracanis has repeatedly been skeptical of Michael Saylor’s aggressive accumulation of Bitcoin. He believes that strategic shares ought to commerce at a reduction on internet asset worth, because the enterprise mannequin depends closely on Bitcoin value actions. This dependency creates volatility that won’t mirror the precise worth of the underlying enterprise operations of the corporate, traders say.
My greatest monetary recommendation is that you just simply want to purchase Bitcoin and keep as distant as doable from $MSTR.
..: However do not give monetary recommendation from podcasters/angels…pic.twitter.com/poafdqxvyy
– @jason (@jason) September 12, 2025
Market notion considerations
Buyers additionally argue that Saylor’s well-known Bitcoin buy, which is well known by some crypto fanatics, may have a unfavorable influence on the picture of Bitcoin. Calacanis warns that concentrating lots of the cryptocurrencies inside a single firm can distort market dynamics, create a centralized affect narrative, and undermine the decentralisation spirit of Bitcoin.
MicroStrategy has invested billions of {dollars} in Bitcoin since 2020, establishing its place as the most important public cryptocurrency proprietor. The technique has attracted consideration from each Wall Avenue and retail traders, however the firm can also be uncovered to Sharp Market fluctuations. Critics like Calacanis have argued that the corporate’s inventory value now displays extra volatility than Bitcoin’s core software program enterprise, making its shareholders susceptible.
Calacanis emphasizes that traders looking for publicity to digital belongings ought to fully bypass company intermediaries. “In the event you want Bitcoin, purchase Bitcoin,” he mentioned. He mentioned direct possession permits traders to handle their very own dangers with out counting on administrative choices or company governance.
Posts do not buy dat inventory, purchase bitcoin: Investor warning first appeared in beincrypto.
