المنشور

🚨 Strategy sold 1,638 $BTC. The company built its reputation on a long-term Bitcoin strategy, yet it has now sold Bitcoin as part of its capital management—using the proceeds to repurchase $STRC shares. This isn't just about 1,638 BTC. It's a reminder that corporate treasury management and personal conviction are two different things. Public companies have financing obligations, capital allocation decisions, and shareholder considerations that can require actions independent of their long-term thesis. With mNAV around 1.04, the market is watching closely to see how Strategy balances its Bitcoin strategy with capital management going forward. Sometimes the story isn't about abandoning the thesis—it's about managing the balance sheet. $BTC $ETH $BICO #30YrYieldTopOrStart #USJapanYenIntervention #EarningsWeekAhead