Strategy BREAKS Its Only Rule 🚨 🚨

Описание: Strategy Inc just crossed a line nobody thought was possible.
For the first time in five years, the company openly acknowledged conditions where it could be forced to sell Bitcoin — and one of those conditions has already been triggered.

In this video, I break down the real story behind the collapse in MSTR’s mNAV, the institutional exodus, the $750–$800 million annual dividend obligation, and the two triggers that would make selling Bitcoin “mathematically justified.” This isn’t speculation — this is straight from CEO Phong Le.

Here’s what’s happening:

• mNAV has fallen to 0.95
• Strategy’s market cap is now $10B below its Bitcoin
• Institutions dumped $5.38B in Q3
• MSTR stock is down 57% since October
• Debt is expensive
• Capital markets are closing
• And the 0.9× mNAV threshold now decides whether Strategy becomes a forced seller holding nearly 3% of all Bitcoin

For years, Strategy was the cleanest institutional way to gain Bitcoin exposure. That premium is gone. ETFs changed the landscape. Leverage is riskier. Liquidity obligations are fixed.

Today, MSTR might be more dangerous than Bitcoin itself — but without the upside.

If Strategy survives this downturn, it won’t be because the structure is safe. It will be because they got lucky.

In this video, I walk you through every key detail so you understand what’s really at stake, what the numbers actually show, and why this moment could reshape Bitcoin’s institutional narrative.

If you find this valuable, consider subscribing.
We break the future before it breaks the news.

Lofi Reworks 🌧️ familiar melodies to relax, focus & unwind (24/7)
   • Lofi Reworks 🌧️ familiar melodies to relax...  

Join the XAO DAO Now @ Xhttps://xaodao.io

Once your a member of the XAO DAO fill out the application for the Unofficial XAO DAO Community Forum on Discord at https://bit.ly/4pybb2f

Jungle Inc new EDM Song: “Spinning Off the Planet”
Listen: https://bit.ly/4oM1JIu

Ledger Hardware Wallets: https://shop.ledger.com/?r=b3373e664325

I cover daily XRP news, Ripple developments, ETFs, market cycles, regulation, tokenization, and the broader crypto ecosystem including Ethereum, Cardano, Polkadot, Sui, and other L1 platforms. Since 2018, I’ve produced educational content focused on blockchain infrastructure, DeFi, Web3 utility, and digital asset investing.

Disclaimer:
This video contains news commentary and educational analysis only. I am not a financial advisor. Cryptocurrency markets are volatile. Always perform your own research and consult with a licensed professional before making financial decisions.

Contact: [email protected]

Some links may be affiliate links that provide a commission at no extra cost to you.