Rumors are spreading that Strategy has started selling $BTC


. Strategy recently transferred 411.48 BTC, worth approximately $30.3M, to Coinbase Prime, sparking market speculation that the company might be preparing to sell some Bitcoin.
There has been no official announcement from Strategy; this $BTC figure could be custody, OTC, collateral assets, or a restructuring of wallets.
If true, it’s not too concerning because 411 $BTC is a very small amount compared to Strategy’s massive Bitcoin holdings.
The issue is not "Saylor selling a few hundred BTC" but "Saylor breaking his vow never to sell $BTC."
Strategy currently has about $15B preferred shares outstanding, which entails dividend obligations of ~$1.5B/year. This is a very high capital cost, especially for a company whose core strategy is holding $BTC - assets with volatility far above the average.
In Q1/2026, Strategy raised an additional $2B in cash, partly helping to reduce short-term liquidity concerns. But Strategy chose to use $1.5B to handle the maturing 2029 convertible bonds.
This has created a contradiction within the business model: shareholders want to maximize BTC per share, while preferred shareholders want dividend streams to be guaranteed.
If the downtrend is not over, or worse, if $BTC drops back to around ~$40K, Strategy will be forced to make a choice: prioritize holding $BTC and skip dividends (and face legal risks), or sell off $BTC.
BTC-0.12%
MSTR4.39%
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