Strategy's recent earnings call has revealed a significant shift in the company's approach to managing its treasury obligations. The company, known for its strong stance on not selling bitcoin, is now considering selective sales of its holdings to support dividend payments.
According to CEO Phong Le, Strategy intends to remain a net bitcoin accumulator while using strategic sales when necessary. This approach marks a departure from the company's previous position and has sent shockwaves through the market, with prediction markets reacting quickly to the new information.
The company currently holds 818,334 bitcoin, approximately 3.9% of the total supply, and its holdings remain among the largest corporate reserves globally. The shift in strategy is likely to have a significant impact on investor expectations and could influence broader sentiment around corporate bitcoin treasury models.