Inside Strategy’s Bitcoin Plan — And What Could Trigger a Future Sale

December 3, 2025

, By Cointelegraph

Inside Strategy’s Bitcoin Plan — And What Could Trigger a Future Sale

Blockchain

Share via:

Key takeaways

Strategy is the largest corporate Bitcoin holder, with roughly 650,000 BTC on its balance sheet.
The company’s model hinges on raising capital and converting it into BTC while keeping its market-cap-to-Bitcoin value (mNAV) above 1.
CEO Phong Le has described any Bitcoin sale as a “last resort” option that would be considered only if mNAV drops below 1 and access to new capital meaningfully deteriorates.
Even if Strategy chooses to sell a portion of its holdings, Bitcoin trades in a market with tens of billions in daily volume, and any…

Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

Previous News

Android 16 adds AI notification summaries, new customization options, and more

Next News

Cyber Monday is technically over, but you can still save big on fast storage — I found 8 unmissable SSD deals still available now

Cointelegraph

Inside Strategy’s Bitcoin Plan — And What Could Trigger a Future Sale

December 3, 2025

, Published By Cointelegraph

Blockchain

Key takeaways

Strategy is the largest corporate Bitcoin holder, with roughly 650,000 BTC on its balance sheet.
The company’s model hinges on raising capital and converting it into BTC while keeping its market-cap-to-Bitcoin value (mNAV) above 1.
CEO Phong Le has described any Bitcoin sale as a “last resort” option that would be considered only if mNAV drops below 1 and access to new capital meaningfully deteriorates.
Even if Strategy chooses to sell a portion of its holdings, Bitcoin trades in a market with tens of billions in daily volume, and any…

Source link