Phyrex
Phyrex|7月 06, 2026 13:08
Honestly, I’ve always felt that the first time Michael sold 32 Bitcoins was all in preparation for this moment. It’s just that back then, no one expected the market reaction to be so intense. Now, after three weeks of back-and-forth, including last week when no bitcoin:native was purchased, it’s all about sending a message to the market that MSTR is planning to sell Bitcoin. So, in my opinion, this round of selling isn’t fundamentally about raising cash to pay STRC dividends—after all, the current cash reserves are sufficient. Instead, it’s about signaling to the market, 'I’m really starting to sell.' On top of that, it’s unclear whether Michael’s previous statement about not doing 'net selling' still holds true. If it does, then this week Michael is very likely to buy more than 3,588 Bitcoins and continue raising funds through ATM common stock offerings. Let’s wait and see next Monday.
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