Strategy CEO: We will only sell Bitcoin if mNAV falls below 1 and we are unable to raise funds.
TL;DR
Strategy CEO Phong Le says Bitcoin sales are a last resort if mNAV drops below 1 and funding can't be raised, not a policy shift. The company's new dashboard shows strong debt and cash flow even with low Bitcoin prices.
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According to ChainCatcher, citing Cointelegraph, Strategy CEO Phong Le recently stated publicly that the company will only consider selling Bitcoin if its mNAV falls below 1 and it cannot obtain new funds through financing—calling it a "last resort."
Phong Le emphasized that this is not a long-term policy shift or a proactive sell-off plan, but rather a "financial decision" to be made only in the event of extreme market and deteriorating capital conditions. Strategy released a new "BTC Credit" dashboard this month in response to recent market concerns about its debt and liquidity. The company stated that even with a prolonged period of low Bitcoin prices, its debt structure and cash flow coverage remain robust.