Tag: Strategy
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Why “Never Sell Bitcoin” Keeps Breaking
Ask why “never sell bitcoin” fails and you will usually get an answer about conviction — that the holder got scared, or was never serious. That answer fits almost none of the actual cases. The companies that broke the promise…
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Strategy’s Bitcoin Sales Expose a Deeper DAT Problem
I’ve been watching the digital asset treasury model for a while now, and this week’s news feels like the moment the cracks became visible to everyone, not just close observers.
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Strategy Sold Bitcoin. Trump’s Words Erased It
I noticed something odd today: a $216 million bitcoin sale from one of its most loyal corporate holders barely mattered by the end of the day, because eleven words from a politician moved the price more than the sale did.
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Strategy’s Bitcoin Sale Clause: The End of “Never Sell” or a Smarter Kind of Conviction?
There’s a version of this story that sounds like a betrayal. And there’s another version that sounds like maturity.