Strategy (formerly MicroStrategy) is facing growing pressure to sell part of its Bitcoin holdings, potentially breaking Chairman Michael Saylor’s “never sell your Bitcoin” mantra, in a development analysts say could become a pivotal signal for Bitcoin price prediction heading into 2026.
Bitcoin’s sharp decline from October’s high near $126,000 to below $84,000 has compressed the value of Strategy’s holdings and pressured its MSTR stock, creating an unprecedented scenario that could force Strategy’s first meaningful Bitcoin sale since 2020.
Strategy CEO Phong Le outlined that selling Bitcoin would only occur under extremely specific conditions that must align simultaneously.
The first trigger is if the company’s mNAV falls below 1.0, meaning its market capitalization drops to or below the value of the Bitcoin it holds.
The second condition is that capital access dries up entirely if investors refuse to purchase Strategy’s equity or preferred stock at viable terms.
The prospect of Strategy offloading even a fraction of its Bitcoin holdings has created significant anxiety across the crypto market.
Gnomo Labs Founder Gabo believes the first reaction zone for Bitcoin sits around $86,000-$88,000, but the critical support level lies at $79,000-$82,000, where long-term holders and institutions typically step in.
Pierre Rochard, CEO of The Bitcoin Bond Company, offered a contrasting view.
He told Cryptonews that Strategy would only face true financial jeopardy under a combination of government budget surpluses, declining national debt, and high real interest rates.
He added: “Without those factors in place, there is structural support for Strategy as fiat money printing drives Bitcoin adoption.”
Rochard also downplayed the potential impact, noting: “The Bitcoin market has sustained more mass panics over the past 16 years than any other asset, as it climbed in value from $0 to more than $1 trillion.”
Bitcoin is currently testing the $93,000 resistance zone, a structurally necessary level that coincides with a descending trendline and a supply block.
MACD has flipped bullish with a strong cross above the signal line, suggesting buyers maintain control.
A decisive close above $93,000 would open the path toward $98,700, with larger Fibonacci targets at $103,000, $107,000, and eventually $110,000 if momentum accelerates.
However, rejection at this level could trigger a brief retrace toward $90,000 before another breakout attempt.
While the market remains undecided on Bitcoin’s direction due to uncertainties surrounding Strategy’s position and broader macro factors, investors are increasingly exploring alternative opportunities like Maxi Doge ($MAXI)
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