VIKTOR(@thedefivillain):The message is quite clear: They will sell BTC instead of MSTR shares to fund the dividends if the mNAV is low enough Reminder that this would correspond to $1.8bn worth of sell pressure a year if they fund *all divs* with BTC instead of MSTR or even USD Reserve. Also a reminder that it would be a nothingburger if he sold $200M worth of MSTR shares (he has done that like 30 times already), and it's frankly irrational to consider that it should be *dramatically different* when he sells that amount in BTC.

2026.07.06 12:17

The message is quite clear: They will sell BTC instead of MSTR shares to fund the dividends if the mNAV is low enough Reminder that this would correspond to $1.8bn worth of sell pressure a year if they fund *all divs* with BTC instead of MSTR or even USD Reserve. Also a reminder that it would be a nothingburger if he sold $200M worth of MSTR shares (he has done that like 30 times already), and it's frankly irrational to consider that it should be *dramatically different* when he sells that amount in BTC.

VIKTOR@thedefivillain

2026.07.06 12:05

MSTR sold just enough BTC to pay for all the dividend of the past month+quarter Perfect, let's see the reaction on this