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🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING! This is NOT a rumor anymore. Strategy has officially sold 3,588 BTC worth around $216 MILLION. The sale reduced its total holdings to 843,775 BTC. And the timing is insane. The last major sale happened in 2022. Strategy sold 704 BTC. Bitcoin...

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Wimar.X

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137,475 Aufrufe • vor 1 Monat •via X (Twitter)

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🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor may sold $1.25 billion worth of Bitcoin. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+ Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may have sold around $1.25B of Bitcoin in 2026. This is NOT confirmed. But the same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.
0:23

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor may sold $1.25 billion worth of Bitcoin. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+ Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may have sold around $1.25B of Bitcoin in 2026. This is NOT confirmed. But the same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

192,292 Aufrufe • vor 1 Monat

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.
1:24

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

170,379 Aufrufe • vor 1 Monat

Michael Saylor: We Sold Bitcoin to Prove It Wouldn't Crash the Market Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that the market believed Strategy could not sell Bitcoin because doing so might cause BTC to crash, leaving the company trapped in a "doom loop" of repeatedly selling equity to pay dividends. To break that narrative, Strategy sold Bitcoin when BTC was trading at around $59,000 to $60,000, and the price instead moved higher. Saylor said the company's break-even point is about 3.2%, meaning that if Bitcoin appreciates by that amount, Strategy can sell part of its BTC to pay dividends without continuing to sell equity.
2:23

Michael Saylor: We Sold Bitcoin to Prove It Wouldn't Crash the Market Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that the market believed Strategy could not sell Bitcoin because doing so might cause BTC to crash, leaving the company trapped in a "doom loop" of repeatedly selling equity to pay dividends. To break that narrative, Strategy sold Bitcoin when BTC was trading at around $59,000 to $60,000, and the price instead moved higher. Saylor said the company's break-even point is about 3.2%, meaning that if Bitcoin appreciates by that amount, Strategy can sell part of its BTC to pay dividends without continuing to sell equity.

Wu Blockchain

22,843 Aufrufe • vor 18 Tagen

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!
0:30

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

bee🐝

111,647 Aufrufe • vor 3 Monaten

THIS IS SHOCKING FOR BITCOIN: In June, Strategy sold just 32 BTC. Tiny, but symbolic. The first sale since 2022. Bitcoin CRASHED more than 20%. Now the board has authorized selling up to 1.25 billion dollars of Bitcoin from time to time. This is some FUD material for the bears.
0:34

THIS IS SHOCKING FOR BITCOIN: In June, Strategy sold just 32 BTC. Tiny, but symbolic. The first sale since 2022. Bitcoin CRASHED more than 20%. Now the board has authorized selling up to 1.25 billion dollars of Bitcoin from time to time. This is some FUD material for the bears.

Crypto Rover

135,101 Aufrufe • vor 1 Monat

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Remember when Michael Saylor told everyone to SELL THEIR KIDNEY before selling Bitcoin? Now read this again: He just sold 3,588 BTC for $216 MILLION. One month ago, Strategy sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.
0:48

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Remember when Michael Saylor told everyone to SELL THEIR KIDNEY before selling Bitcoin? Now read this again: He just sold 3,588 BTC for $216 MILLION. One month ago, Strategy sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

92,326 Aufrufe • vor 1 Monat

When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end. We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.
20:52

When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end. We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.

Michael Saylor

1,692,714 Aufrufe • vor 2 Monaten

🚨 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!
0:28

🚨 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 Aufrufe • vor 3 Monaten

🚨 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
0:35

🚨 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 Aufrufe • vor 2 Monaten

🚨 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
0:30

🚨 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 🐕

320,789 Aufrufe • vor 2 Monaten

🚨 SOMETHING VERY STRANGE IS HAPPENING Remember when Michael Saylor told you to sell your kidney instead of selling your Bitcoin? He just sold 3,588 BTC for $216 million. Do you understand what it means? A month ago, they sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:34

🚨 SOMETHING VERY STRANGE IS HAPPENING Remember when Michael Saylor told you to sell your kidney instead of selling your Bitcoin? He just sold 3,588 BTC for $216 million. Do you understand what it means? A month ago, they sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

299,502 Aufrufe • vor 1 Monat

Watch the market care… Strategy just sold another 1,638 BTC for $105 million. Third sale of 2026. $19,000 loss per coin against their cost basis. Bitcoin is up 2% today anyway. Six months ago every Strategy sale sent Bitcoin lower. The market treated Saylor's moves as the primary demand signal. Now he is selling and nobody cares. That tells you the bid underneath Bitcoin is no longer dependent on one company's capital raises and that is a healthier market structure than we had at the start of the year. The deeper story is that Strategy has not bought a single Bitcoin in over five weeks. The company built its identity around perpetual accumulation. It is now sending proceeds to preferred dividends and STRC buybacks instead. The playbook shifted from offense to defense. The market cares. $BTC
0:25

Watch the market care… Strategy just sold another 1,638 BTC for $105 million. Third sale of 2026. $19,000 loss per coin against their cost basis. Bitcoin is up 2% today anyway. Six months ago every Strategy sale sent Bitcoin lower. The market treated Saylor's moves as the primary demand signal. Now he is selling and nobody cares. That tells you the bid underneath Bitcoin is no longer dependent on one company's capital raises and that is a healthier market structure than we had at the start of the year. The deeper story is that Strategy has not bought a single Bitcoin in over five weeks. The company built its identity around perpetual accumulation. It is now sending proceeds to preferred dividends and STRC buybacks instead. The playbook shifted from offense to defense. The market cares. $BTC

Chento

17,973 Aufrufe • vor 23 Tagen

After selling Bitcoin to build $4.75 billion in cash reserves, Strategy CEO Phong Le says the company learned a key lesson: institutional and short-term investors value cash more than Bitcoin liquidity. “And that was a lesson learned,” Le said, adding Strategy now has 2.7 years of dividend coverage.
0:50

After selling Bitcoin to build $4.75 billion in cash reserves, Strategy CEO Phong Le says the company learned a key lesson: institutional and short-term investors value cash more than Bitcoin liquidity. “And that was a lesson learned,” Le said, adding Strategy now has 2.7 years of dividend coverage.

CoinDesk

105,492 Aufrufe • vor 16 Tagen

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry
7:00

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

Phong Le

422,301 Aufrufe • vor 24 Tagen

$MSTR “My investment thesis is you buy technology companies that have a dominant place in their industry that are going to eat everything, and then you just wait.” - Michael Saylor If you embraced Saylor’s bet in 2020, sat through the volatility, and ignored the general advice along the way, you’ve achieved an annualized return most investors would dream of. Strategy despite two 70–80% drawdowns, has still compounded at 41% annually since adopting the Bitcoin Standard, outperforming Bitcoin itself over the same period. That bet started with 21,454 BTC acquired for $250 million. Today, it stands at 843,775 BTC, representing 4% of the entire Bitcoin network. If you believe Bitcoin remains the dominant monetary network, Strategy now owns roughly 20× more Bitcoin than the world’s second largest corporate holder. And while Bitcoin has spent much of this year under pressure, Strategy has still accumulated roughly 4× the entire treasury of the world’s second largest corporate holder, through its upgraded capital acquisition engine in $STRC I understand why Michael doesn’t spend much time asking for advice. Whether you agree with every decision or not, he’s spent six years executing one thesis with remarkable consistency. Mission Strategy. $BTC $MSTR $STRC
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$MSTR “My investment thesis is you buy technology companies that have a dominant place in their industry that are going to eat everything, and then you just wait.” - Michael Saylor If you embraced Saylor’s bet in 2020, sat through the volatility, and ignored the general advice along the way, you’ve achieved an annualized return most investors would dream of. Strategy despite two 70–80% drawdowns, has still compounded at 41% annually since adopting the Bitcoin Standard, outperforming Bitcoin itself over the same period. That bet started with 21,454 BTC acquired for $250 million. Today, it stands at 843,775 BTC, representing 4% of the entire Bitcoin network. If you believe Bitcoin remains the dominant monetary network, Strategy now owns roughly 20× more Bitcoin than the world’s second largest corporate holder. And while Bitcoin has spent much of this year under pressure, Strategy has still accumulated roughly 4× the entire treasury of the world’s second largest corporate holder, through its upgraded capital acquisition engine in $STRC I understand why Michael doesn’t spend much time asking for advice. Whether you agree with every decision or not, he’s spent six years executing one thesis with remarkable consistency. Mission Strategy. $BTC $MSTR $STRC

Zaid 🟧

28,537 Aufrufe • vor 1 Monat

Strategy CEO: Bitcoin Accumulation to Resume This Year According to FOX Business, Strategy CEO Phong Le Phong Le stated that the company plans to resume accumulating Bitcoin later this year, despite recent sales of portions of its holdings that drew market scrutiny. Le noted that Strategy has purchased around 175,000 Bitcoin since the beginning of the year while selling roughly 7,000 BTC, making its buying volume about 25 times greater than its sales. He emphasized that proceeds from recent sales were used to support preferred stock dividends, share repurchases, and US dollar reserves, and the company will return to buying more Bitcoin throughout the course of the year.
1:12

Strategy CEO: Bitcoin Accumulation to Resume This Year According to FOX Business, Strategy CEO Phong Le Phong Le stated that the company plans to resume accumulating Bitcoin later this year, despite recent sales of portions of its holdings that drew market scrutiny. Le noted that Strategy has purchased around 175,000 Bitcoin since the beginning of the year while selling roughly 7,000 BTC, making its buying volume about 25 times greater than its sales. He emphasized that proceeds from recent sales were used to support preferred stock dividends, share repurchases, and US dollar reserves, and the company will return to buying more Bitcoin throughout the course of the year.

Wu Blockchain

37,617 Aufrufe • vor 14 Tagen

Literally my whole timeline is about Michael Saylor selling 32 BTC, which leaves them with JUST 843,706. What I do find interesting is the reasoning behind selling 32 BTC. And let me tell you what I think the reason is: $MSTR is so focused on $STRC lately, and a lot of the noise comes from people thinking they won't pay their holders the dividend. Saylor posted his "Working Better" post and the next few posts were about $STRC. First about maintaining the dividend rate at 11.50%. The second post "Our goal is to make $STRC the best credit instrument in the world." Strategy isn't panic selling Bitcoin because they're about to go down. They're selling to reassure STRC holders that Strategy WILL pay you the dividend. Panic over 0.004% of holdings is peak noise. They're paying STRC holders what they promised so the capital machine keeps fueling more Bitcoin.
2:28

Literally my whole timeline is about Michael Saylor selling 32 BTC, which leaves them with JUST 843,706. What I do find interesting is the reasoning behind selling 32 BTC. And let me tell you what I think the reason is: $MSTR is so focused on $STRC lately, and a lot of the noise comes from people thinking they won't pay their holders the dividend. Saylor posted his "Working Better" post and the next few posts were about $STRC. First about maintaining the dividend rate at 11.50%. The second post "Our goal is to make $STRC the best credit instrument in the world." Strategy isn't panic selling Bitcoin because they're about to go down. They're selling to reassure STRC holders that Strategy WILL pay you the dividend. Panic over 0.004% of holdings is peak noise. They're paying STRC holders what they promised so the capital machine keeps fueling more Bitcoin.

Marc ₿

143,210 Aufrufe • vor 2 Monaten

Phong Le, CEO of Strategy, explains that they would eventually sell Bitcoin instead of $MSTR to fund the dividends on the preferred shares if the mNAV trades below 1x and raising additional capital is difficult because it would be better for the BTC yield.
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Phong Le, CEO of Strategy, explains that they would eventually sell Bitcoin instead of $MSTR to fund the dividends on the preferred shares if the mNAV trades below 1x and raising additional capital is difficult because it would be better for the BTC yield.

Tristan – Blocktrainer.de 🧡⚡️

170,389 Aufrufe • vor 9 Monaten

🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:
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🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:

Adam Livingston

17,546 Aufrufe • vor 3 Tagen

RUMOUR 🚨 Michael Saylor’s Strategy may have just sold 491 BTC on July 1st. The transaction hasn’t been confirmed yet, but if true, this would be one of the first signs of Strategy reducing its Bitcoin position after years of “never sell” narratives. What’s even more concerning is that Bitcoin barely moved after the transaction.
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RUMOUR 🚨 Michael Saylor’s Strategy may have just sold 491 BTC on July 1st. The transaction hasn’t been confirmed yet, but if true, this would be one of the first signs of Strategy reducing its Bitcoin position after years of “never sell” narratives. What’s even more concerning is that Bitcoin barely moved after the transaction.

Crypto Rover

325,839 Aufrufe • vor 1 Monat