Ran Neuner
Ran Neuner|Jun 26, 2026 08:14
🚨EVERYONE IS MISSING THE REAL MICROSTRATEGY RISK! I see a lot of flawed opinions about the MSTR risks. People talking about how Saylor may be forced to sell Bitcoin to pay the dividend. This is a risk. But if it did happen it would be controlled selling and they could even postpone the dividends. THE REAL RISK IS FORCED SELLING AND THAT'S WHAT I'VE BEEN WARNING ABOUT! One single entity now owns 4% of the Bitcoin supply on paper. In reality they own about 6% of the real supply if you take into account Satoshi/Lost coins. If at any point that single point of failure gets taken down by regulators for any reason - THEY COLD BE FORCED TO SELL LARGE AMOUNTS QUICKLY. Yesterday we saw one such lawsuit where Strategy may be challenged for misrepresentation got a lawsuit. Whereas I don't believe this one will stick, it does highlight the REAL risk. One lawsuit, one successful regulator challenge and you may have a FORCED seller that holds 6% of the supply. Ive taken this up with Saylor and he just brushed it off! This is the biggest risk to Bitcoin in the short term IMO!(Ran Neuner)
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