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Ansem breaks down the Saylor situation "He sold 32 Bitcoin. For $2.5 million... but how much did it actually cost him?" "He lost $8 billion on a $2 million sale." "Saylor was like 'We're gonna sell Bitcoin just a little bit to ease people's concerns'... and people were like,... show more

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Michael Saylor spent 2025 telling people to sell a kidney before selling Bitcoin. Then he literally dumped $323 million of it since May. He just went on Diary of a CEO and exposed himself as a hypocrite in his own words: His company holds 842,138 Bitcoin. That is roughly 4% of every coin that will ever exist, which makes it the largest corporate holder on Earth. In February 2025 he posted "Sell a kidney if you must, but keep the Bitcoin." Weeks earlier he had written that selling weakens the network. But here is what his own filings show since May: - 32 Bitcoin sold between May 26 and May 31 for $2.5 million - 3,588 Bitcoin sold between June 29 and July 5 for $216 million, the largest disposal in company history - 1,638 Bitcoin sold between July 27 and August 2 for $104.73 million That last batch went out at an average of $63,957 a coin. His average purchase price is around $75,400. He sold at a LOSS. New Bitcoin purchases are currently paused. So why is the loudest Bitcoin bull alive selling coins for less than he paid? The answer is a bill he built himself, and he walked through the whole thing on that podcast without once connecting it to the selling. He went to ChatGPT and asked it to design a security nobody had ever built, a preferred stock where he could change the dividend rate every month. He says the lawyers and bankers told him it had never been done before. He brought it to market as a $2.5 billion IPO, then sold another $8 billion off a shelf registration. His own framing of that: Selling $15 billion of credit "kind of equates to the company making about $15 billion." Selling credit is borrowing. Every dollar came attached to a dividend he now has to pay in cash, forever, whether Bitcoin goes up or not. Strategy owes over $1.7 billion a year across five preferred instruments and its debt. The software business does not come close to covering that. So the Bitcoin covers it. The break-even is 3.2%. So if Bitcoin appreciates 3.2% a year, they can pay those dividends indefinitely by selling Bitcoin to do it. He called the sale a one-time demonstration to break a short seller narrative and said selling is not the primary strategy. His own CEO Phong Le told the Q2 earnings call that Strategy will sell whenever management finds it advantageous, and that investors should expect more going forward. Now look at who ends up holding the bag: That preferred stock is majority owned by retail investors, and it dropped to $89 against a $100 par value in June. Retail Bitcoin holders get told to hold through anything while retail preferred holders get paid a yield funded by selling that same Bitcoin at a loss. He opened that same episode explaining that Bitcoin lets you own something nobody more powerful can take away from you. In 2024 he paid $40 million to settle what the DC Attorney General called the LARGEST income tax fraud recovery in the city's history. The complaint said he claimed residency in Florida while his own security logs placed him in Washington for 1,397 days against 449 in Florida. He settled without admitting wrongdoing and still disputes living there. In 2000 he settled SEC accounting fraud charges after his company reported profits during years it was actually losing money. He disgorged $8.28 million and admitted nothing. Strategy lost $12.54 billion in the first quarter and another $8.22 billion in the second. And this week he sat there and told a 25 year old with a few hundred dollars to buy Bitcoin and hold it for a decade. But he is not doing that himself. His company just SOLD $105 million of it. What do you think of Saylor?

Michael Saylor spent 2025 telling people to sell a kidney before selling Bitcoin. Then he literally dumped $323 million of it since May. He just went on Diary of a CEO and exposed himself as a hypocrite in his own words: His company holds 842,138 Bitcoin. That is roughly 4% of every coin that will ever exist, which makes it the largest corporate holder on Earth. In February 2025 he posted "Sell a kidney if you must, but keep the Bitcoin." Weeks earlier he had written that selling weakens the network. But here is what his own filings show since May: - 32 Bitcoin sold between May 26 and May 31 for $2.5 million - 3,588 Bitcoin sold between June 29 and July 5 for $216 million, the largest disposal in company history - 1,638 Bitcoin sold between July 27 and August 2 for $104.73 million That last batch went out at an average of $63,957 a coin. His average purchase price is around $75,400. He sold at a LOSS. New Bitcoin purchases are currently paused. So why is the loudest Bitcoin bull alive selling coins for less than he paid? The answer is a bill he built himself, and he walked through the whole thing on that podcast without once connecting it to the selling. He went to ChatGPT and asked it to design a security nobody had ever built, a preferred stock where he could change the dividend rate every month. He says the lawyers and bankers told him it had never been done before. He brought it to market as a $2.5 billion IPO, then sold another $8 billion off a shelf registration. His own framing of that: Selling $15 billion of credit "kind of equates to the company making about $15 billion." Selling credit is borrowing. Every dollar came attached to a dividend he now has to pay in cash, forever, whether Bitcoin goes up or not. Strategy owes over $1.7 billion a year across five preferred instruments and its debt. The software business does not come close to covering that. So the Bitcoin covers it. The break-even is 3.2%. So if Bitcoin appreciates 3.2% a year, they can pay those dividends indefinitely by selling Bitcoin to do it. He called the sale a one-time demonstration to break a short seller narrative and said selling is not the primary strategy. His own CEO Phong Le told the Q2 earnings call that Strategy will sell whenever management finds it advantageous, and that investors should expect more going forward. Now look at who ends up holding the bag: That preferred stock is majority owned by retail investors, and it dropped to $89 against a $100 par value in June. Retail Bitcoin holders get told to hold through anything while retail preferred holders get paid a yield funded by selling that same Bitcoin at a loss. He opened that same episode explaining that Bitcoin lets you own something nobody more powerful can take away from you. In 2024 he paid $40 million to settle what the DC Attorney General called the LARGEST income tax fraud recovery in the city's history. The complaint said he claimed residency in Florida while his own security logs placed him in Washington for 1,397 days against 449 in Florida. He settled without admitting wrongdoing and still disputes living there. In 2000 he settled SEC accounting fraud charges after his company reported profits during years it was actually losing money. He disgorged $8.28 million and admitted nothing. Strategy lost $12.54 billion in the first quarter and another $8.22 billion in the second. And this week he sat there and told a 25 year old with a few hundred dollars to buy Bitcoin and hold it for a decade. But he is not doing that himself. His company just SOLD $105 million of it. What do you think of Saylor?

Ricardo

20,908 views • 1 month ago

"Blaming this crash on 32 coins is like blaming a hurricane on a guy who spits in the ocean" "Bitcoin did not drop 6% because Saylor sold 32 coins. We have a 10% drop in 48 hours, 12% on the week, $200 billion in crypto market cap gone. A lot of people saying the February 60K bottom is back in place" "32 coins is a couple million bucks. Bitcoin daily spot volume is 20 to $50 billion a day. Saylor sold 32 Bitcoin over five days. We're talking about 0.005% of one day's volume" "Clearly Saylor's sell did not have a massive impact here. Maybe there's a bigger narrative there, but the sale itself that everybody's talking about should largely be irrelevant"

"Blaming this crash on 32 coins is like blaming a hurricane on a guy who spits in the ocean" "Bitcoin did not drop 6% because Saylor sold 32 coins. We have a 10% drop in 48 hours, 12% on the week, $200 billion in crypto market cap gone. A lot of people saying the February 60K bottom is back in place" "32 coins is a couple million bucks. Bitcoin daily spot volume is 20 to $50 billion a day. Saylor sold 32 Bitcoin over five days. We're talking about 0.005% of one day's volume" "Clearly Saylor's sell did not have a massive impact here. Maybe there's a bigger narrative there, but the sale itself that everybody's talking about should largely be irrelevant"

The Wolf Of All Streets

95,281 views • 3 months ago

Pio reveals the real reason why Saylor sold 32 Bitcoin "People ask why he sold the 32 Bitcoin, and it's two reasons. They want S&P inclusion, and they want a better rating from the agencies that rate these preferred equities. Right now their rating is junk, the agencies are literally writing the Bitcoin to zero, not recognizing it as an asset." "This sounds insane but go try it. If you have 5 million dollars of real Bitcoin on chain and you walk into a bank for a mortgage loan and offer it as collateral, they go, so that's zero. I'm not kidding. But if you hold IBIT, the Bitcoin ETF, that's totally fine, because it's just an equity." "The S&P gatekeepers specifically said that because Saylor had demonstrated he'd never sell any Bitcoin, they couldn't view it as a viable part of his balance sheet. So he needs to show he can pay the dividend with Bitcoin if he has to. Once stretch gets a AAA rating, do you know how much capital a thing paying 11% is going to attract?"

Pio reveals the real reason why Saylor sold 32 Bitcoin "People ask why he sold the 32 Bitcoin, and it's two reasons. They want S&P inclusion, and they want a better rating from the agencies that rate these preferred equities. Right now their rating is junk, the agencies are literally writing the Bitcoin to zero, not recognizing it as an asset." "This sounds insane but go try it. If you have 5 million dollars of real Bitcoin on chain and you walk into a bank for a mortgage loan and offer it as collateral, they go, so that's zero. I'm not kidding. But if you hold IBIT, the Bitcoin ETF, that's totally fine, because it's just an equity." "The S&P gatekeepers specifically said that because Saylor had demonstrated he'd never sell any Bitcoin, they couldn't view it as a viable part of his balance sheet. So he needs to show he can pay the dividend with Bitcoin if he has to. Once stretch gets a AAA rating, do you know how much capital a thing paying 11% is going to attract?"

Kai

66,812 views • 3 months ago

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

530,624 views • 2 months ago

Should Strategy proactively sell Bitcoin now to protect shareholders later? Kaleo makes the case for selling, and gets pushback Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the price didn't move way too much, we are being proactive. If they were able to sell that $1.25 billion of Bitcoin, that's bullish" "You're advocating for destroying shareholder value now to protect shareholder value in the future. Why would we be worried about Strategy being a forced seller if we're not worried about voluntarily selling now? That point I just don't get" Kaleo: "Where else is that 10 to 12 billion dollars coming from? They right now have talked about they are willing to sell the Bitcoin. If they sell some at a higher price, it eases a lot more of the concerns than if we get to 30k and we're in the same situation and they haven't sold any" "I can't get anyone to give me an answer on how much Bitcoin he can sell and why. You have no idea what would happen if he did that. What if he does it and Bitcoin goes to 30 and people are like we're done, he's out? You've destroyed more shareholder value than if Bitcoin just goes to 30, stays there 18 months, and he's forced to sell a couple billion. The most likely scenario is at some point in the next 12 months Bitcoin goes up enough that this isn't a problem"

Should Strategy proactively sell Bitcoin now to protect shareholders later? Kaleo makes the case for selling, and gets pushback Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the price didn't move way too much, we are being proactive. If they were able to sell that $1.25 billion of Bitcoin, that's bullish" "You're advocating for destroying shareholder value now to protect shareholder value in the future. Why would we be worried about Strategy being a forced seller if we're not worried about voluntarily selling now? That point I just don't get" Kaleo: "Where else is that 10 to 12 billion dollars coming from? They right now have talked about they are willing to sell the Bitcoin. If they sell some at a higher price, it eases a lot more of the concerns than if we get to 30k and we're in the same situation and they haven't sold any" "I can't get anyone to give me an answer on how much Bitcoin he can sell and why. You have no idea what would happen if he did that. What if he does it and Bitcoin goes to 30 and people are like we're done, he's out? You've destroyed more shareholder value than if Bitcoin just goes to 30, stays there 18 months, and he's forced to sell a couple billion. The most likely scenario is at some point in the next 12 months Bitcoin goes up enough that this isn't a problem"

The Wolf Of All Streets

46,399 views • 2 months ago

Michael Saylor Explains Why He May Sell Bitcoin Strategy founder Michael Saylor Michael Saylor said in a May 9 interview with Bonnie Blockchain that if the company needs to sell a small amount of Bitcoin, it would be to realize capital gains and pay STRC credit dividends. He compared the model to real estate development: raising capital through credit instruments, buying an asset, and later monetizing it through a sale or refinancing after it appreciates. Responding to Peter Schiff's "Ponzi scheme" criticism, Saylor said the more accurate principle is to "never be a net seller of Bitcoin." At this stage, even if Strategy sells 1 Bitcoin, it would buy 10 to 20 at the same time.

Michael Saylor Explains Why He May Sell Bitcoin Strategy founder Michael Saylor Michael Saylor said in a May 9 interview with Bonnie Blockchain that if the company needs to sell a small amount of Bitcoin, it would be to realize capital gains and pay STRC credit dividends. He compared the model to real estate development: raising capital through credit instruments, buying an asset, and later monetizing it through a sale or refinancing after it appreciates. Responding to Peter Schiff's "Ponzi scheme" criticism, Saylor said the more accurate principle is to "never be a net seller of Bitcoin." At this stage, even if Strategy sells 1 Bitcoin, it would buy 10 to 20 at the same time.

Wu Blockchain

12,701 views • 3 months ago

THE BITCOIN DISCOUNT SAYLOR WARNED YOU ABOUT IS HERE This one’s from a while back, but it aged perfectly. $BTC price dips like this are exactly what he was talking about. He said you can wait until it’s “easy and risk-free”… and pay $10 million per #Bitcoin. Or buy when it’s messy -- at a 99% discount. This is the phase most people miss. 🤯

THE BITCOIN DISCOUNT SAYLOR WARNED YOU ABOUT IS HERE This one’s from a while back, but it aged perfectly. $BTC price dips like this are exactly what he was talking about. He said you can wait until it’s “easy and risk-free”… and pay $10 million per #Bitcoin. Or buy when it’s messy -- at a 99% discount. This is the phase most people miss. 🤯

CryptosRus

214,630 views • 10 months ago

The lads react to Saylor's $8.5 billion unrealized loss and the vicious cycle nobody wants to see: "The 32 Bitcoin sale isn't gonna move a trillion-dollar asset. But it signals to the market that he's open to selling. He needs to fund the dividends. Stretch is at 95% of par and selling off." "Stretch doesn't like it. Bitcoin doesn't like it. This is a potentially cascading, vicious cycle." "And look, I don't want to own an asset Saylor owns 3% of. I don't want to own an asset Tom Lee owns 5% of. That's just not what I signed up for."

The lads react to Saylor's $8.5 billion unrealized loss and the vicious cycle nobody wants to see: "The 32 Bitcoin sale isn't gonna move a trillion-dollar asset. But it signals to the market that he's open to selling. He needs to fund the dividends. Stretch is at 95% of par and selling off." "Stretch doesn't like it. Bitcoin doesn't like it. This is a potentially cascading, vicious cycle." "And look, I don't want to own an asset Saylor owns 3% of. I don't want to own an asset Tom Lee owns 5% of. That's just not what I signed up for."

The Rollup

23,138 views • 3 months ago

Michael Saylor talked about not selling Bitcoin for years now he just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve and $MSTR sits on one of the biggest unrealized losses in history at $13 billion is $MSTR going bankrupt?

Michael Saylor talked about not selling Bitcoin for years now he just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve and $MSTR sits on one of the biggest unrealized losses in history at $13 billion is $MSTR going bankrupt?

Ashley

58,483 views • 2 months ago

"I bought STRC around $92 and Bitcoin at $60,000 because it seemed like the most obvious counter trade in history" "Saylor sold 32 Bitcoin at $77K, the market was so spooked it dumped below 60,000. He not only inoculated the market to the idea of him selling, but was able to scoop up $101 million worth of Bitcoin much cheaper at $65K" "STRC was trading down to $91 and at the open today it skyrocketed over 3%. People are realizing maybe they panicked too much, and STRC will likely trade back to par at 100" "You can buy something designed to go back to par at 100 for $91, $92, $93, and unless you believe it's going to zero, you're probably going to get that 7, 8, 9% boost and then the 11.5% dividend on top. Not telling you what to do, telling you what I did"

"I bought STRC around $92 and Bitcoin at $60,000 because it seemed like the most obvious counter trade in history" "Saylor sold 32 Bitcoin at $77K, the market was so spooked it dumped below 60,000. He not only inoculated the market to the idea of him selling, but was able to scoop up $101 million worth of Bitcoin much cheaper at $65K" "STRC was trading down to $91 and at the open today it skyrocketed over 3%. People are realizing maybe they panicked too much, and STRC will likely trade back to par at 100" "You can buy something designed to go back to par at 100 for $91, $92, $93, and unless you believe it's going to zero, you're probably going to get that 7, 8, 9% boost and then the 11.5% dividend on top. Not telling you what to do, telling you what I did"

The Wolf Of All Streets

102,511 views • 3 months ago

🚨 BREAKING: MICHAEL SAYLOR JUST SENT A SIGNAL TO BITCOIN HOLDERS — THINK LONG TERM, NOT SHORT TERM. HE SAYS: IF BITCOIN SUDDENLY RAN TO $10 MILLION, WOULD YOU REGRET HOW LITTLE YOU HELD? THE MESSAGE IS CLEAR: PLAN AHEAD BEFORE PRICE MAKES THE DECISION FOR YOU. 👀

🚨 BREAKING: MICHAEL SAYLOR JUST SENT A SIGNAL TO BITCOIN HOLDERS — THINK LONG TERM, NOT SHORT TERM. HE SAYS: IF BITCOIN SUDDENLY RAN TO $10 MILLION, WOULD YOU REGRET HOW LITTLE YOU HELD? THE MESSAGE IS CLEAR: PLAN AHEAD BEFORE PRICE MAKES THE DECISION FOR YOU. 👀

Mr. Bitcoin Whale

86,742 views • 7 months ago

I took Michael Saylor’s advice seriously: “Sell your kidney if you have to, but keep the Bitcoin.” So I sold my kidney and went all-in with leverage. But now MicroStrategy just sold 32 BTC to pay dividends. Me: ??? Saylor: Strategic selling, bro. Me: Cool… I strategically lost a kidney.

I took Michael Saylor’s advice seriously: “Sell your kidney if you have to, but keep the Bitcoin.” So I sold my kidney and went all-in with leverage. But now MicroStrategy just sold 32 BTC to pay dividends. Me: ??? Saylor: Strategic selling, bro. Me: Cool… I strategically lost a kidney.

Shawn

53,211 views • 3 months ago

"He's changed the language to he'll never be a net seller. But how do you define that? Because if it's over the last five years, you can sell 800,000 Bitcoin and still be a net buyer" Glenn Cameron on Saylor's shift in language around selling Bitcoin "He made it crystal clear for many years that they would never sell Bitcoin. I've got a list of many, many quotes. He used to say things like sell your kidney to prevent selling your Bitcoin" "Of late he's changed the language to he'll never be a net seller. So he'll be a net buyer. It's a bit Orwellian when you change these things"

"He's changed the language to he'll never be a net seller. But how do you define that? Because if it's over the last five years, you can sell 800,000 Bitcoin and still be a net buyer" Glenn Cameron on Saylor's shift in language around selling Bitcoin "He made it crystal clear for many years that they would never sell Bitcoin. I've got a list of many, many quotes. He used to say things like sell your kidney to prevent selling your Bitcoin" "Of late he's changed the language to he'll never be a net seller. So he'll be a net buyer. It's a bit Orwellian when you change these things"

Laura Shin

13,411 views • 3 months ago

🚨 MICHAEL SAYLOR IS ABOUT TO SELL BITCOIN 🚨 And it's much worse for the market than you think. Let me explain Saylor built the most aggressive Bitcoin accumulation machine in corporate history The model was simple: 1. Raise capital 2. Buy BTC 3. Reinvest returns 4. Repeat Every dip was a buy. Every week a new purchase. 5 years straight BUT Then Q1 2026 happened BTC dropped from 87k to 68k in three months. Strategy posted a $12.54B loss But even that's not the real problem Here's the real problem To fund the machine, Saylor issued STRC - preferred stock paying investors 11.5% annual dividend $8.5 billion raised - all of it went into BTC The catch - dividends don't stop when Bitcoin drops Strategy now owes investors $1.2 billion every single year. Regardless of price So yesterday Saylor admitted it publicly The man who screamed "never sell your Bitcoin" on every podcast - may now sell Bitcoin In isolation, selling to cover dividends isn't catastrophic But the narrative just broke And once the narrative breaks, the damage is structural Here's how it plays out Every time BTC drops and stays low - Strategy sells more BTC to cover the $1.2B obligation Every sale pushes price down Lower price means more BTC needed to cover the same obligation Which means more and more selling Strategy holds 818,000 BTC - 3.9% of all Bitcoin that will ever exist At current prices, covering annual dividends alone requires selling roughly 15,500 BTC per year That's not a number the market quietly absorbs For 5 years Saylor was the floor under every dip Now he's potentially the ceiling June 8 - shareholder vote on dividends. Watch that date BTC doesn't like forced sellers. It never has NOTIFS ON!

🚨 MICHAEL SAYLOR IS ABOUT TO SELL BITCOIN 🚨 And it's much worse for the market than you think. Let me explain Saylor built the most aggressive Bitcoin accumulation machine in corporate history The model was simple: 1. Raise capital 2. Buy BTC 3. Reinvest returns 4. Repeat Every dip was a buy. Every week a new purchase. 5 years straight BUT Then Q1 2026 happened BTC dropped from 87k to 68k in three months. Strategy posted a $12.54B loss But even that's not the real problem Here's the real problem To fund the machine, Saylor issued STRC - preferred stock paying investors 11.5% annual dividend $8.5 billion raised - all of it went into BTC The catch - dividends don't stop when Bitcoin drops Strategy now owes investors $1.2 billion every single year. Regardless of price So yesterday Saylor admitted it publicly The man who screamed "never sell your Bitcoin" on every podcast - may now sell Bitcoin In isolation, selling to cover dividends isn't catastrophic But the narrative just broke And once the narrative breaks, the damage is structural Here's how it plays out Every time BTC drops and stays low - Strategy sells more BTC to cover the $1.2B obligation Every sale pushes price down Lower price means more BTC needed to cover the same obligation Which means more and more selling Strategy holds 818,000 BTC - 3.9% of all Bitcoin that will ever exist At current prices, covering annual dividends alone requires selling roughly 15,500 BTC per year That's not a number the market quietly absorbs For 5 years Saylor was the floor under every dip Now he's potentially the ceiling June 8 - shareholder vote on dividends. Watch that date BTC doesn't like forced sellers. It never has NOTIFS ON!

NoName

57,733 views • 4 months ago

Michael Saylor: AI-Designed Financing Tools Helped Us Sell $15 Billion Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that he had "used AI to make $15 billion." He then explained that by early 2025, Strategy held about $30 billion in Bitcoin, but had nearly exhausted its capacity to issue convertible bonds and could no longer scale that approach. The company then used AI to design STRK, a convertible preferred stock backed by Bitcoin. After a $2.5 billion IPO, Strategy sold another $8 billion through a shelf registration, plus $4 billion through another instrument, bringing total credit instrument sales to about $15 billion.

Michael Saylor: AI-Designed Financing Tools Helped Us Sell $15 Billion Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that he had "used AI to make $15 billion." He then explained that by early 2025, Strategy held about $30 billion in Bitcoin, but had nearly exhausted its capacity to issue convertible bonds and could no longer scale that approach. The company then used AI to design STRK, a convertible preferred stock backed by Bitcoin. After a $2.5 billion IPO, Strategy sold another $8 billion through a shelf registration, plus $4 billion through another instrument, bringing total credit instrument sales to about $15 billion.

Wu Blockchain

26,965 views • 1 month ago

🚨 BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $62K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

🚨 BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $62K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

Simba

65,952 views • 3 months ago

🚨 BREAKING: MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $72K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

🚨 BREAKING: MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $72K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

Aralez 🐕

320,926 views • 3 months ago

Rasmr says he missed solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump because he was jestering for mid females "I missed Ansem Coin. Why did I miss Ansem Coin? I was touching grass. I was at a bar with TG. We were jestering for mid females, can you believe it? Me and TG were jestering for mid females. They didn't know that I was Rasmr. They didn't know that he was TG." "And while we're jestering, Ansem starts cooking. I get a text from Frank saying, 'Holy shit, Ansem just ripped from 200k to 30 million.' By the time I got home, it was at 60 million. It's just proof that you should never talk to women. It's actually such a waste of time."

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Rasmr says he missed solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump because he was jestering for mid females "I missed Ansem Coin. Why did I miss Ansem Coin? I was touching grass. I was at a bar with TG. We were jestering for mid females, can you believe it? Me and TG were jestering for mid females. They didn't know that I was Rasmr. They didn't know that he was TG." "And while we're jestering, Ansem starts cooking. I get a text from Frank saying, 'Holy shit, Ansem just ripped from 200k to 30 million.' By the time I got home, it was at 60 million. It's just proof that you should never talk to women. It's actually such a waste of time."

Mikli

31,023 views • 2 months ago

It’s funny watching people get shocked over some of Saylor’s AI posts. But Michael Saylor himself explained exactly WHY he does it. Most people will never voluntarily sit down and study: monetary theory, inflation, capital preservation, Bitcoin economics... 1 - First you need attention 2 - Then emotion 3 - Then curiosity Only after that will people listen to the deeper message. As Saylor said: “Sometimes you have to be colorful, witty, entertaining… or a little bit edgy.” The memes are the hook. The real message comes after.

It’s funny watching people get shocked over some of Saylor’s AI posts. But Michael Saylor himself explained exactly WHY he does it. Most people will never voluntarily sit down and study: monetary theory, inflation, capital preservation, Bitcoin economics... 1 - First you need attention 2 - Then emotion 3 - Then curiosity Only after that will people listen to the deeper message. As Saylor said: “Sometimes you have to be colorful, witty, entertaining… or a little bit edgy.” The memes are the hook. The real message comes after.

Alex 👽

178,070 views • 4 months ago

"The narratives are comical. He sold 32 Bitcoin and the level of comedy that followed got nuts inside our space" Andrew Parish on why the Saylor panic was pure comedy "I don't know if it's boredom inside retail crypto Twitter and they have nothing else to talk about. The conflation associated with what we can assume out to levels and levels and levels from a 32 Bitcoin sale got frankly crazy" "I look at Saylor as somebody who has figured out a way to do what he does at such an incredible scale. Until somebody comes along and does it or does it better, let's stop questioning the guy. He has so many levers to pull and continues to pull them" "I don't care how many times Peter Schiff screams at Saylor as a reply guy. It's irrelevant. It doesn't matter"

"The narratives are comical. He sold 32 Bitcoin and the level of comedy that followed got nuts inside our space" Andrew Parish on why the Saylor panic was pure comedy "I don't know if it's boredom inside retail crypto Twitter and they have nothing else to talk about. The conflation associated with what we can assume out to levels and levels and levels from a 32 Bitcoin sale got frankly crazy" "I look at Saylor as somebody who has figured out a way to do what he does at such an incredible scale. Until somebody comes along and does it or does it better, let's stop questioning the guy. He has so many levers to pull and continues to pull them" "I don't care how many times Peter Schiff screams at Saylor as a reply guy. It's irrelevant. It doesn't matter"

The Wolf Of All Streets

13,336 views • 3 months ago