Strategy has completed its second BTC sale in just over a month, announced the firm’s co-founder and former CEO, Michael Saylor.
The company has disposed of 3,588 BTC for $216 million to fund dividends on its Digital Credit securities. Its total holdings have dropped to 843,775 BTC, while its USD reserve remains at $2.55 billion.
Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj
— Michael Saylor (@saylor) July 6, 2026
Recall that the NASDAQ-listed BTC accumulator announced in late May that it had sold a minor portion of its crypto fortune (32 units) to support preferred stock distributions.
Although the actual sale was quite negligible, the magnitude was felt for weeks. Bitcoin’s price nosedived in the week after the move became public, and kept plunging during June to under $58,000 at the end of it.
Strategy’s STRC plummeted from its par price of $100 to under $75 at one point, prompting numerous analysts to warn that the worst is yet to come. Some even speculated that the firm would have to sell over 50,000 BTC in the following couple of years.
Meanwhile, CryptoQuant urged the firm to halt its BTC purchases and focus on rebuilding its USD reserve, which appears to be unfolding now.
In contrast to today’s sale, the company announced a major restructuring last week. Instead of making continuous bitcoin-only buys, it launched the Digital Credit Capital Framework to enhance liquidity and long-term BTC exposure.
It increased its USD reserves to the aforementioned $2.55 billion, covering 17.4 months of dividend payments. However, it warned that it could sell up to $1.25 billion in BTC to expand that dividend payment period to over 25 months.
Before the latest and third-ever BTC sale, Saylor republished a recent post of his regarding the state of bitcoin and its future development. He believes the cryptocurrency and the blockchain behind it will evolve by “changing less at the protocol layer
小靓分析：
🦊 小靓解读
Saylor 在短短一个多月内第二次卖出 BTC，这次抛售 3,588 枚换得 2.16 亿美元用于支付数字信用证券股息。虽然持仓仍高达 84.3 万枚，但连续减持信号值得关注——这不再是“只买不卖”的经典叙事。
📊 市场影响
短期情绪面承压，尤其是卖点靠近 6 万美元心理关口，可能引发散户跟风抛压。但考虑到抛售规模仅占其总仓位的 0.4%，且目的明确（股息支付而非看空），对 BTC 中期趋势影响有限。
💡 操作建议
若 BTC 跌破 58,000 美元支撑位，可关注 55,000-56,000 美元区间的插针反转机会；建议设置 3% 止损，避免被 Saylor 后续可能的减持消息二次冲击。
风险提示：
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