The market discusses the possible first sale of bitcoins by Strategy company

On-chain analysts recorded a transfer of 411.5 BTC (approximately $30 million) to Coinbase Prime wallets from addresses linked to Strategy, owned by Michael Saylor. However, the company itself has not confirmed ownership of these addresses and has not made any official statements about selling bitcoins.

For nearly a month, Saylor has mentioned in various interviews the possibility of selling part of his bitcoins before the end of the year to fund dividend payments. He noted that Strategy intends to "immunize the market" against such sales.

After the information about the transfer appeared, predictions on the Polymarket platform sharply increased regarding whether Strategy will sell bitcoins in 2026.

In comparison, mining company MARA Holdings, the second-largest public holder of bitcoin, has sold over $1.5 billion worth of bitcoins since the beginning of the year without prior announcements.

Saylor has claimed for many years that selling bitcoin is "unacceptable." In February 2025, he wrote on X that it’s better to "sell a kidney if necessary, but keep the bitcoin."

As of the latest data on May 25, the company owned 843,738 BTC, which had cost $63.9 billion since 2020 at an average purchase price of $75,700 per bitcoin.