Crypto markets are bleedingâand Strategy is back in the spotlight.
After Bitcoin slipped below the companyâs average acquisition price, speculation is growing over whether the worldâs largest corporate BTC holder could ever be forced to sell.
đ Bitcoin Dips, Questions Rise
Strategy, the firm that pioneered the bitcoin treasury playbook, is facing renewed scrutiny after a sharp weekend sell-off wiped billions from the crypto market. On some exchanges, BTC briefly fell below $76,000, dipping under the average price paid by the company led by longtime bitcoin advocate Michael Saylor.
At the time of writing, Bitcoin had rebounded above $78,000, but the damage was doneâsocial media erupted with one question: Could Strategy finally sell?
đ§ What Has Saylor Said?
Saylor has repeatedly insisted that Strategy would never sell its bitcoin. However, company executives have previously acknowledged that selling BTC could be considered under extreme financial pressure.
In a November interview, Strategy CEO Phong Le stated that a sale might occur if:
The company struggles to raise capital through equity or debt, and
Strategyâs market value falls below the value of its bitcoin holdings
So far, those conditions remain far from reality.
đŚ Liquidity Over Liquidation
To avoid ever selling BTC, Strategy has focused on strengthening its balance sheet. Last year, the company boosted its âgreen dotâ liquidity reserves to over $2 billion, ensuring it can meet obligations without touching its bitcoin stash.
đ Analysts note that the real risk isnât the sale itselfâbut the psychological impact such a move could have on institutional confidence in bitcoin as a long-term safe-haven asset.
đŽ What Markets Are Betting
Despite the noise, prediction markets remain calm. Odds suggest just a 5% chance that Strategy sells any bitcoin before March 2026.
As of now, Strategy remains the largest corporate bitcoin holder in the world, controlling an estimated 712,647 BTC, with its most recent disclosed purchase made on January 26.
⨠For now, Strategyâs diamond hands remain unbrokenâbut in a volatile market, every dip tests conviction.
