😱🚨🚨 Saylor may have to start selling Bitcoin soon…

Last week, Saylor said the company repurchased about $1.5B of debt

They funded it from two sources:

➡️STRC share sales
➡️USD cash reserves meant for dividend payments

If earlier the company had a 18–24 month buffer (as is considered standard for safety), now it’s down to roughly ~6 months of coverage.

That naturally raises the question: they may need to rebuild liquidity.

So how could they do that?

Issuing new MSTR equity is basically hard right now because mNAV is too low, so dilution isn’t attractive/feasible at these levels

That leaves: more inflows from STRC issuance, or, in a stress scenario, selling Bitcoin

That’s why there’s now speculation on Twitter (including from large holders) asking whether the company might eventually sell BTC.

At this point:

▫️there is no confirmed Bitcoin sale
▫️markets are just pricing the
▫️risk that BTC could become a liquidity source if conditions tighten further

And yes - Saylor recently implied that Bitcoin sales are not strictly “impossible” anymore, which is a shift from the earlier absolute “never sell BTC” narrative.

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