Strategy's CEO Phong Le just laid out their $BTC exit conditions—and they're pretty extreme. The company would only liquidate holdings if their stock tanks below net asset value AND all funding routes dry up simultaneously. Le framed it as pure financial calculus, not ideology. That's a high bar for selling, signaling serious conviction in their treasury strategy despite market volatility.

BTC8.24%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

16 Likes

Reward
16
6
Repost
Share

Comment

0/400

WhaleStalker

· 15h ago

This condition is really harsh, it's like saying they basically don't intend to sell.

View OriginalReply0

AllInAlice

· 11-30 16:00

Ngl, this condition is really ridiculous. Do we have to get two black swans to get dumped at the same time before selling? It sounds nice to say it's conviction, but I think it's just a gambler's mentality.

View OriginalReply0

ForkThisDAO

· 11-30 16:00

This condition is ridiculous; you can only sell with double insurance? To put it bluntly, it just means you don't want to sell.

View OriginalReply0

OnchainDetective

· 11-30 15:57

According to on-chain data tracking, this exit condition is quite interesting... Selling only when two extreme conditions are met? It’s obvious this guy is making a long-term bet. But I need to dig deeper—Is the flow of funds really that clear, or is it just talk? After analysis, what is usually hidden behind this "never sell" stance... I will continue to observe the movement of the Wallet Address.

View OriginalReply0

TopBuyerForever