🚹 BREAKING: MicroStrategy Could Be 15% Away From Selling Bitcoin


Strategy Inc. (formerly MicroStrategy) just revealed a major shift in its Bitcoin strategy—and it has the entire market watching closely.


The company has built a $1.44B cash reserve as its stock premium collapses, slowing down its ability to issue new shares to buy $BTC

BTC
BTC
66,608.5
+5.75%



For the first time ever, the company has openly outlined conditions under which it would sell Bitcoin:


đŸ”» If MSTR stock falls below 1× mNAV

đŸ”» AND the company can’t raise debt or equity


That would make a BTC sale a last resort—but Strategy is now only 15% away from hitting that threshold.


Meanwhile:

‱ Its Bitcoin buying has slowed dramatically

‱ Premium-driven accumulation has stalled

‱ The firm dropped its $150K BTC forecast for 2025

‱ New guidance shows net income could swing from –$5.5B to +$6.3B


CryptoQuant’s CEO warns this could trigger a “death spiral” if selling starts:

A falling BTC price drags MSTR down → NAV discount grows → pressure to sell → more BTC downside.


Strategy says the new USD reserve is meant to “navigate volatility,” not signal capitulation—but markets now have a clear trigger to watch.


A 15% drop in MSTR shares could change everything.

#BTCRebound90kNext? #BTC #stratgies #bitcoin