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Strategy CEO Phong Le said offloading bitcoin near $60,000 before repurchasing around $80,000 was the correct decision, framing it as a function of the company's cost of capital rather than a directional price call. The bigger signal for markets is that the largest corporate holder now behaves as a two-way participant, which weakens the perpetual-bid narrative that supported BTC's structural demand story and adds latent supply overhang whenever mNAV and financing spreads deteriorate. Watch Strategy's next disclosed treasury actions, its preferred and convertible funding costs, and whether MSTR's premium to net asset value stabilizes; renewed discount-driven selling would tighten the correlation between MSTR equity weakness and spot BTC drawdowns.
As a Crypto signal, watch whether it changes price action, volatility, or flows around MSTR, BTC.
Original Source: The Block
This page is market information analysis, not investment advice.
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