吴说区块链|6月 11, 2026 09:31
Zheng Di Didier: If Strategy insists on a neutral coin content, it may be forced to regularly sell small amounts of coins
Web3 investor and Dots community manager Zheng Di, @ futurist2077, stated in an interview with Wu Shuo on June 4th that what the market is truly concerned about is not the small amount of BTC sold by Strategy at a time, but the expectation of sustained coin sales that may arise from the "neutral coin content per share" policy.
Zheng Di believes that if mNAV remains below the neutral threshold for a long time, Strategy may find it difficult to pay STRC preferred stock dividends by selling new shares, and the pressure may shift from the stock side to the Bitcoin side. The company may need to sell small amounts of coins every month or even every half month. He said that Michael Saylor is more like conducting a financial experiment, where the market is testing where external funds are willing to provide support.
Follow Wu Shuo's YouTube channel for more professional interviews, podcasts, and short videos on the Crypto industry
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