Crypto Traders Say Strategy May Start Selling Bitcoin Soon — Should They Be Worried?

Bitcoin-exposed investors grew cautious after Strategy CEO Phong Le stated the company might sell some of its massive Bitcoin holdings if its shares trade below the value of its underlying assets and access to new capital is constrained. Le clarified this would be a last resort to protect "Bitcoin yield per share" and maintain financial discipline, not a strategic pivot. Traders reacted with speculation and worry about potential selling at market lows, though others argued the CEO was simply acknowledging standard corporate risk management constraints. Strategy has recently reassured shareholders, noting that even if Bitcoin dropped significantly, its holdings would still cover convertible debt multiple times over, and the company recently acquired more BTC and established a large reserve for preferred dividends.

(Source：CCN)