Crypto Compass by BitcoinWalletSG #145

Strategy Signals It May Sell Bitcoin Only As a Last Resort? Read it in our weekly newsletter now!

BitcoinWallet SG
December 02, 2025

Hello Fam,

This week the market stayed cautious as several headlines reminded investors to manage risk carefully. Strategy signaled that it would sell Bitcoin only as a last resort, Upbit reported a US$36 million Solana hot wallet breach, and the Federal Reserve confirmed the end of quantitative tightening on December 1. Together these events reflect a market that is still balancing pressure from security incidents and corporate stress while also preparing for a potential liquidity boost from the Fed.

Strategy Signals It May Sell Bitcoin Only As a Last Resort

Strategy’s CEO said the firm would consider selling a portion of its Bitcoin only if its mNAV falls below 1 and the company cannot raise fresh capital. Strategy relies heavily on issuing equity at a premium to net asset value to fund ongoing BTC purchases, so the risk appears only if that premium disappears.

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Upbit Reports a US$36M Solana Wallet Breach

Upbit reported that about US$36 million was drained from one of its Solana hot wallets after unauthorized withdrawals were detected. The exchange quickly halted Solana deposits and withdrawals and moved remaining assets to cold storage. Upbit’s parent company said it will cover the full loss so users will not be affected, and investigations into the source of the breach are ongoing.

Fed Ends QT and Market Watches for a Liquidity Boost

The Federal Reserve confirmed it will end quantitative tightening on December 1, keeping its balance sheet steady after two years of reductions. This shift signals that liquidity will stop tightening and may slowly return to the system. Analysts note that similar pauses in QT previously supported risk assets, and the market is watching to see if this move helps stabilize crypto after a volatile quarter.

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