Strategy CEO Phong Le has outlined the limited conditions under which the company would consider selling any portion of its Bitcoin holdings.
The company currently owns 818,334 BTC and continues to maintain a Bitcoin-focused treasury strategy. According to Le, Bitcoin sales would only be considered if Strategy’s stock price falls below its modified net asset value and all other financing alternatives, including debt issuance and equity fundraising, have already been exhausted.
The company’s long-standing reputation for “never selling” Bitcoin has technically shifted, but executives insist that any potential sales would remain an absolute last resort.
Le emphasized that Strategy evaluates every capital allocation decision using a “Bitcoin per share” metric designed to maximize shareholder exposure to Bitcoin over time.
The company continues to view Bitcoin as its core reserve asset and believes maintaining long-term exposure remains essential for shareholder value creation despite volatility and changing market conditions in the broader crypto sector.
Source: X.com
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