Bitwise Exec: Saylor Won't Sell Bitcoins
Analysis
Price Impact
MedA bitwise executive confirms that michael saylor and microstrategy (mstr) are highly unlikely to sell their substantial bitcoin holdings, despite concerns around msci index exclusion. this removes a significant potential bearish catalyst tied to a major corporate holder.
Trustworthiness
HighThe source is a reputable executive from bitwise, a major crypto asset manager, providing detailed financial and strategic reasoning based on mstr's financials and saylor's historical conviction.
Price Direction
BullishThe confirmation that michael saylor and microstrategy have no immediate financial pressure or intention to sell their massive bitcoin reserves (approx. 650,000 btc) removes a major potential sell-side risk. this reinforces the long-term holding conviction of a key player and alleviates fud, which is fundamentally bullish for btc's price stability and accumulation narrative.
Time Effect
LongThe financial analysis highlights that mstr's debt obligations are not due until 2027, and saylor's consistent 'never sell' strategy indicates a long-term holding perspective, regardless of short-term stock fluctuations or index decisions.
Original Article:
Article Content:
Cover image via U.Today Read U.TODAY on Google News Matt Hougan believes that Michael Saylor and MicroStrategy (MSTR) will not be selling their Bitcoin holdings. Advertisement Some worry that if MSTR is removed from MSCI indexes, its stock might plunge below net asset value (NAV). This would force a Bitcoin sale. Hougan explains that there is no mechanism that would compel MSTR to sell Bitcoin just because the stock price falls. MSCI is conducting a consultation on whether to exclude "digital asset treasury companies" (firms where cryptocurrencies (like Bitcoin) make up more than 50% of total assets) from its Global Investable Market Indexes. Strategy, with Bitcoin comprising a whopping 99% of its enterprise value, fits this profile exactly. HOT Stories Ethereum Offline? 23% Network Disruption Causes Outage, Vitalik Buterin Reacts Morning Crypto Report: Ripple CEO Reveals When $180,000 for Bitcoin, XRP at $2.20 Not Bull Trap: Bollinger Bands, Shiba Inu (SHIB) Ready to Delete Zero Crypto Market Prediction: XRP's Mythical 1,100% Activity, Bitcoin's Upside Setup Strengthens, Shiba Inu's (SHIB) Razor-Sharp Reversal Window Ripple CTO Shares Hilarious Email from Jed McCaleb Impersonator The consultation period ends this year, and MSCI plans to announce a final decision by January 15. Any changes would likely take effect in February. Advertisement Strategy's executive chairman Michael Saylor confirmed earlier this year that the company is actively engaging with MSCI to argue for continued inclusion It is worth noting that MSTR has $1.4 billion in cash, enough to cover about 18 months of $800 million annual interest payments. The first debt conversion is not due until February 2027, and it’s only around $1 billion, while MSTR holds $60 billion in Bitcoin. There’s no immediate financial pressure to liquidate crypto, according to Hougan. Saylor controls 42% of voting shares and has historically shown strong conviction in holding Bitcoin long-term. Even during past stock price dips, he did not sell, showing that internal pressure to liquidate is unlikely. "Last resort" MicroStrategy (now doing business as Strategy) is the world's largest corporate Bitcoin holder, with approximately 650,000 BTC as of early December 2025. The company, led by Bitcoin advocate Michael Saylor, has long promoted a "never sell" strategy, but recent market events have sparked concerns about potential sales. Btion to briefly fall below the value of its Bitcoin holdings, pushing a key metric called the mNAV below 1x (reported as low as 0.95x in some cases). Strategy CEO Phong Le stated that selling Bitcoin could be a "last resort" if the mNAV drops below 1x , and the company cannot raise new capital through equity or debt markets. #Bitcoin News #Michael Saylor #Bitwise