According to Market Analyst Samson Mow, Strategy Selling Bitcoin Isn’t a Bad Thing—Here’s Why

Samson Mow made noteworthy statements regarding Strategy’s remarks that it could sell Bitcoin if necessary.

Mow argued that it was “not a bad thing” for a Bitcoin treasury company to sell $BTC when circumstances required it, saying the main goal should be to protect shareholders and provide flexibility to the company.

According to Mow, the “never sell Bitcoin” approach restricts companies’ room for maneuver. Describing public markets as a “battlefield,” Mow stated that a company sticking to only one strategy can create an advantage for short-positioning investors and arbitrageurs. He argued that Strategy’s ability to utilize different tools such as selling, hedging, or issuing new shares when necessary makes the company more resilient to market attacks.

Mow also recalled that his previously designed Bitcoin bond model included planned $BTC sales. He explained that after a five-year lock-in period, the issuer would sell $BTC, providing investors with a return on capital. Mow stated that Strategy’s STRC structure follows a similar logic, adding that both models reduce Bitcoin volatility while offering investors upside potential.

In his statements, Mow also drew attention to Michael Saylor’s previous posts, recalling that Saylor had said in April that “dividends could be met without issuing new MSTR shares as long as Bitcoin’s annual growth remains above approximately 2.05%.” According to Mow, this statement indicated that $BTC could be sold to fund dividend payments if necessary.

Mow stated that the saying “Don’t sell your Bitcoin” is a general guideline for individual investors, but it doesn’t mean “never sell until you die.” He explained that $BTC can be used for essential life needs, and argued that Bitcoin treasury companies should have the option to sell when necessary.

*This is not investment advice.