Bitcoin may drop to $30,000, but still won’t affect Strategy’s BTC plans.
That’s from Jiang Zhuoer, CEO of BTC.TOP, one of China’s largest bitcoin mining pools, who shared on X that Strategy is unlikely to sell much of its bitcoin, pushing back on a week of speculation that the company was offloading coins to meet its obligations.
The talk was built after an on-chain analyst estimated that about 45,000 bitcoin, worth about $3 billion, left a Fidelity depot between May 28 and June 1, and suggested that Strategy had sold the coins gradually at an average close to $66,000.
That wallet also holds Fidelity’s bitcoin and ethereum exchange-traded funds, so tying the outflow to Strategy is an inference rather than a confirmed sale. Jiang, writing on Sunday (in Mandarin), called the speculation exaggerated.
Regarding 【图1】的FUD，
我景以微手机不是以带净卖出BTC，
电影见【图2~图4】的群介绍，
At the same time, we discussed the problem of 微电视的这京、利息支件、天天电视： ） pic.twitter.com/5jQlrLT33N— 江卓尔_莱比特约池 (@Jiangzhuoer2) June 7, 2026
His case rests on Strategy’s balance sheet. The company’s debt is only about 5% of its assets, he said, and would rise to just 10% even if bitcoin fell to $30,000 from about $62,900 now. He sees no reason for the company to break the never-sell-bitcoin image that underpins its market history.
Jiang also defended the logic behind STRC, the preferred stock that Strategy is selling to raise cash, which pays an 11.5% annual dividend in monthly installments.
Selling its oldest and cheapest bitcoin lets Strategy book an accounting profit that can fund those payments, he argued, while money raised from new STRC sales buys fresh bitcoin.
As long as purchases exceed sales, Strategy remains a net buyer. The bigger point, he said, is that STRC holders’ biggest fear was that Strategy would refuse to sell bitcoin and default on dividends, so signaling that it’s willing to sell effectively allays that concern.
Others in the discussion were less convinced, arguing that a long bear market would swell Strategy’s interest bill and force more bitcoin sales, regardless of management’s intentions.
Bitcoin traded near $63,400 on Monday, according to CoinDesk data, down nearly 10% in the past week, after Strategy reported its first bitcoin sale since 2022.
