According to foreign media, the Bitcoin Advocate Samson Mow proposed that Strategy could sell 25,000 bitcoins off BSTR in exchange for approximately $1.5 billion to replenish the company ' s dollar reserves. This statement comes at a time when Bitcoin prices are weak, and the market is again concerned about Strategy ' s currency-bearing costs, cash levels and the burden of priority shares.

Proposal points to cash reserve

According to Mow, on a US$ 60,000 per item, 25,000 bitcoin equivalents are on a scale of approximately US$1.5 billion. In his view, the transaction could satisfy the needs of both parties: Strategy needs to replenish the dollar reserve, while BSTR wants to expand the bitcoin hold.

The calculations he gave showed that if the transaction was completed, the dollar reserves of Strategy could rise to $2.9 billion and the bitcoin holding stock of BSTR would rise from 30021 to 55021. According to the article, such large-value transactions, when done by off-site means, usually reduce the direct impact of the open market.

It's getting hot in the market.

It was reported that bitcoin had recently fallen to $58,000, while Strategy currently held 847363 bitcoins at an average purchase price of approximately $75680. Based on this caliber, in the last fall, the holding price was below average cost.

At the same time, Strategy faces a higher priority share red burden. Citing data, the report states that the annual priority share commitment for companies has risen from $300 million at the beginning of 2026 to $1.2 billion, while cash reserves have declined by 38 per cent this year.

  • Proposed sale: 25,000 BTC
  • Estimated at $60,000: approximately $1.5 billion
  • Strategy Current hold: 847363 BTC

Saylor failed to respond to specific programmes

Michael Saylor did not respond directly to this off-site offer. On X, he said that fluctuations would test any capital structure and Strategy would remain focused on bitcoin, prudent capital allocation, credit quality and long-term value creation.

The report also mentioned that long-time critics Peter Schiff once again questioned Strategy's financing model. It is also alleged that Strategy had previously sold 32 bitcoins, the first to be sold in four years, and that the funds in question were allegedly used to support the preferential share-sharing obligations. Since then, the company has purchased 520 bitcoins and diverted most of the $335.5 million in equity financing to cash instead of continuing to buy.