Strategy posted a $12.6B Q4 loss, but their $BTC thesis is still intact.
Their own stress test is wild:
➡️ Bitcoin must drop to $8,000 and stay there for 5–6 years before it becomes a serious threat to servicing convertible debt.
Saylor also dismissed quantum computing narratives as long-term FUD, estimating real risk is still a decade away.
Even after shares fell 17%, Strategy stays locked in:
Long-term $BTC HODL mode.
📌 What’s $BTC doing next — consolidation or expansion?