In a significant shift from his long-standing ‘never sell’ mantra, Strategy chairman Michael Saylor is contemplating the sale of Bitcoin as early as 2026. In a recent interview with Natalie Brunell, Saylor articulated that it is "not unlikely" for the company to offload some of its substantial Bitcoin holdings by the year's end, marking a pivotal moment in his investment philosophy.
During the conversation, which aired on YouTube on May 23, 2026, Saylor emphasized the firm’s commitment to maximizing its Bitcoin per share value by the year 2033. This ambitious plan appears to be prompting a reevaluation of current strategies as the company adjusts its approach in light of market conditions.
“If we do sell Bitcoin, it will be approached in a very thoughtful and programmatic manner,” Saylor remarked, elaborating on the potential for a strategic mix of equity and credit as they manage their cash holdings. He highlighted the importance of using multivariate models to inform these decisions, reinforcing that the overarching goal is to “maximize and optimize” performance over the next seven years.
As it stands, Strategy's stock (MSTR) closed at $159.89, reflecting a downward trend of 10.86% over the past month. This decline comes amid a dip in Bitcoin's value, which is currently trading at approximately $75,958, below the average purchase cost the company incurred when it began accumulating Bitcoin in 2020—approximately $75,700 per coin.
The prospect of a sale raises questions within the cryptocurrency community, traditionally buoyed by Saylor's buy announcements. The market's reaction to potential sales remains uncertain, especially given that this would mark the company’s first foray into offloading Bitcoin.
Just days prior, during an earnings call, Saylor hinted at the potential necessity for selling Bitcoin to safeguard its long-term viability. “We own about $65 billion worth of Bitcoin. If the market thought we would never sell it, credit agencies could view it negatively,” Saylor warned in his conversation with Scott Melker on The Wolf of All Streets podcast, reflecting his strategic foresight.
The evolving narrative around Strategy’s Bitcoin holdings could set new precedents in the cryptocurrency landscape as investors await the company’s next moves in a continuously fluctuating market.
Source: Cointelegraph
Source: CoinTelegraph Bitcoin