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Michael Saylor’s caller station has stirred caller bargain speculation astir Strategy’s Bitcoin holdings. He shared a portfolio illustration and wrote, “What if we commencement adding greenish dots?” — a enactment that galore investors work arsenic a nudge toward caller purchases. According to the chart, Strategy’s Bitcoin stash is valued astatine adjacent to $60 billion, reflecting a full of 649,870 Bitcoins acquired crossed 87 chiseled buys.
Saylor’s Comment Spurs Market Talk
The company’s tracker shows each past acquisition arsenic an orangish dot. The thought of greenish dots implies caller markers — caller buys — could look if Strategy chooses to adhd much Bitcoin. That awesome comes astatine a clip erstwhile volatility has returned to crypto markets, making immoderate hint of organization accumulation a headline-worthy event.
CEO Lays Out When Sales Might Happen
According to Strategy’s CEO Phong Le, selling would beryllium a past resort. Le told listeners connected a podcast that the steadfast volition lone merchantability its Bitcoin successful utmost conditions — chiefly if marketplace values driblet beneath nett plus worth (NAV) and caller superior cannot beryllium raised.
What if we commencement adding greenish dots? pic.twitter.com/a19bD33KzD
— Michael Saylor (@saylor) November 30, 2025
Reports bespeak the institution expects to conscionable yearly preferred-share dividend obligations of astir $750 cardinal to $800 cardinal by raising superior erstwhile its banal trades supra NAV. Le said this attack lets the steadfast support gathering its holdings portion gathering payouts.
Debt And Dividend Plans Remain Front And Center
Based connected institution materials, the steadfast says it tin support dividends adjacent successful stress. Strategy precocious rolled retired a BTC Credit dashboard aimed astatine giving investors clearer visibility into however the institution tin work its liabilities implicit the agelong term.
Company figures amusement the mean acquisition terms sits adjacent $74,000. The dashboard suggests that, according to the firm’s math, dividend payments could beryllium sustained for decades adjacent if Bitcoin traded astir the firm’s mean cost.
Market Slide Tests Confidence
After touching highs supra $126,000 successful October, Bitcoin fell sharply and dropped beneath $86,000 successful aboriginal Asian trading connected December 1, sliding arsenic overmuch arsenic 6% successful a azygous session.
BREAKING: Bitcoin falls -$4,000 successful 2 hours arsenic wide liquidations return.
$400 cardinal worthy of levered longs person been liquidated implicit the past 60 minutes. pic.twitter.com/qKB7MYJapu
— The Kobeissi Letter (@KobeissiLetter) December 1, 2025
Other tokens moved little excessively — Ethereum slipped much than 7% to astir $2,800 during the aforesaid period. Analysts nexus the sell-off to a broader “risk-off” mood, with jitters astir ostentation and cardinal slope argumentation weighing connected risky assets.
Strategy’s Positioning Amid The Pullback
Strategy said it had faced unit earlier erstwhile Bitcoin traded adjacent $90,000, a agelong that concisely enactment its Nasdaq-100 rank astatine risk. Even so, institution leaders proceed to accent a semipermanent attack to holding Bitcoin.
The caller nationalist hint from Saylor and Le’s comments connected selling policies unneurotic awesome that Strategy is keeping the doorway unfastened to bargain connected dips, portion besides mounting wide lines astir erstwhile selling would beryllium considered.
The coming weeks volition trial whether those greenish dots look connected the company’s tracker and whether marketplace conditions springiness ample holders the accidental to adhd to their positions.
Featured representation from Unsplash, illustration from TradingView
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