Strategy: Should we keep selling coins? Bitcoin believer Samson Mow has an idea: a “$1.5 billion OTC trade” with BSTR for a win-win outcome

Well-known Bitcoin believer and JAN3 CEO Samson Mow today (26th) proposed a bold institutional-level trading idea on platform X.
He suggested that MicroStrategy (often referred to as Strategy), founded by Michael Saylor, conduct a $1.5 billion Bitcoin over-the-counter (OTC) trade with entity BSTR.
This move would not only allow Strategy to quickly replenish its USD reserves but also enable BSTR to leapfrog and become the second-largest Bitcoin holding company globally.
(Background: Stablecoin apxUSD severely de-pegged, breaking below $0.75! MicroStrategy's STRC plunges 20%, triggering an RWA collateral crisis)
(Background supplement: MicroStrategy's preferred stock STRC drops to $88, annual dividend yield 11.5% — worth bottom-fishing?)
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• The Perfect $1.5 Billion Trade: 25k BTC for Cash
• BSTR to Jump to #2 Globally, Both Sides Get What They Need
• Breaking the "Never Sell Bitcoin" Iron Law? Community Reactions Divided
  As Bitcoin faces a sharp correction and market liquidity is tested, large-scale institutional fund flows have become a focal point of community attention.
  Prominent Bitcoin advocate Samson Mow (@Excellion) recently proposed a highly topical "win-win" trading idea on platform X, suggesting that two Bitcoin giants directly trade via OTC to meet each other's needs.

Hear me out: Strategy executes an OTC trade with BSTR. BSTR’s $1.5B is added to Strategy’s USD Reserve, bringing it to $2.9B. BSTR adds 25k BTC to its 30,021 BTC and jumps to #2 on the rankings with 55,021 BTC.

Everyone is happy.

— Samson Mow (@Excellion) June 26, 2026

The Perfect $1.5 Billion Trade: 25k BTC for Cash

Samson Mow clearly outlined the blueprint for this hypothetical trade in his post: "Hear me out: Strategy executes an OTC trade with BSTR. BSTR’s $1.5B is added to Strategy’s USD Reserve, bringing it to $2.9B. BSTR adds 25,000 BTC to its 30,021 BTC and jumps to #2 on the rankings with 55,021 BTC."
If calculated at $1.5 billion for 25,000 Bitcoins, the average transaction price per BTC would be around $60,000, which aligns with recent market conditions.
He later added in the comments section a simple explanation of the logic behind this trade: "Strategy wants to replenish its USD reserves. BSTR wants to buy Bitcoin. It's simple."

BSTR to Jump to #2 Globally, Both Sides Get What They Need

This proposal is called a win-win because it perfectly addresses the pain points of both parties.
For Strategy (formerly MicroStrategy), its issued preferred stock STRC has recently faced significant market volatility and de-pegging pressure. The company urgently needs a large amount of USD cash to strengthen its $2.9 billion balance sheet reserve and stabilize market confidence.
On the other hand, for BSTR, which is extremely eager to hoard Bitcoin, buying directly from Strategy via OTC not only avoids slippage and price increases on the open market but also boosts its holdings from the original 30,021 BTC to 55,021 BTC in one go.
Samson Mow pointed out that this would catapult BSTR directly to the #2 position in the global corporate Bitcoin holdings ranking.

Breaking the "Never Sell Bitcoin" Iron Law? Community Reactions Divided

The post quickly garnered over 846k views after being published and sparked heated debate within the community.
Supporters believe that large peer-to-peer settlements via OTC cause zero selling pressure on the secondary market (retail spot market), making it an extremely smart financial maneuver that aligns with Bitcoin's P2P spirit.
However, this proposal also challenges MicroStrategy founder Michael Saylor's long-standing corporate core belief of "Never sell your Bitcoin."
Detractors question that even if this move can boost cash flow, as long as Strategy starts selling Bitcoin through any channel, it could cause irreversible damage to market confidence.