#TrumpDisclosesOver100MBTCETH

Michael Saylor Believes Liquidity Will Return to Crypto After AI Euphoria Fades

Michael Saylor provided a clear clarification regarding his company's Bitcoin sale that had sparked panic in the crypto market. Speaking on the New Era Finance Podcast, aired on Tuesday (30/6), Saylor refuted the assumption that Strategy had abandoned its Bitcoin accumulation strategy. He explained that the sale transaction was very small, namely only 32 Bitcoin, or equivalent to 0.02% of the company's total assets, compared to the accumulation of 175,000 Bitcoin throughout 2026.
Saylor explained that the move was a rational decision for a company operating as a treasury company. The sale was made to fulfill dividend obligations to credit investors and maintain the company's equity.
"We have to protect our credit investors and equity. Sometimes we need to sell one Bitcoin to buy 20 other Bitcoins; this is a tax-efficient and economically rational step," said Saylor. He emphasized that maintaining credit market trust is vital so that the company retains strong Bitcoin purchasing power.
In addition to discussing internal transactions, Saylor highlighted the AI black hole phenomenon as the reason why Bitcoin still lags behind stock indices like the S&P 500. According to him, global liquidity is currently being massively absorbed into the artificial intelligence sector, causing about $10-20 billion to exit the crypto ecosystem. However, he remains optimistic that this capital will return to Bitcoin after the AI euphoria fades.
As a closing remark, Saylor emphasized that he has not sold a single Sats from his personal Bitcoin holdings that are not company assets.