Strategy deepens Bitcoin holdings to 818,334 BTC, hints at tactical sales amid market sensitivity

Strategy has increased its Bitcoin treasury to 818,334 BTC, nearly 3.9% of circulating supply, solidifying its position as a top corporate holder. Despite a strong 9.4% BTC yield and $11.68 billion raised through capital markets, CEO Michael Saylor signaled potential tactical Bitcoin sales to pay dividends, marking a shift from relentless accumulation. This move has heightened market focus on Strategy's growing influence over Bitcoin liquidity and volatility, as its large holdings tie the company's stability closely to Bitcoin market conditions. Investors should watch for how these sales and market dynamics affect Strategy's long-term treasury model and stock performance.