ChainCatcher 消息，Strategy CEO Phong Le 确认公司仅在特定条件下出售比特币。此前执行主席 Michael Saylor 暗示可能卖出比特币以支付股息，导致 MSTR 股价下跌 4%。Le 表示，出售决策主要与 Series A 永续优先股 Stretch（STRC，股息率 11.5%）相关。公司会在出售比特币比发行股票支付股息更有利于股东时才执行，具体触发条件为股价低于账面价值或 mNAV 低于约 1.22。第二个条件涉及税务管理，包括实现递延收益或捕获税务亏损。Le 强调公司杠杆率约 10%-15%，放大率约 35%，财务状况可控。
Strategy 目前持有 818,334 枚 BTC，均价约 75,537 美元，为全球最大上市公司比特币持有者。Le 指出比特币日交易量超 600 亿美元，公司年度股息仅约 15 亿美元，流动性不构成问题，并表示"我相信数学而非意识形态"。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.