Michael Saylor, co-founder of Strategy, commented on the widespread rumors regarding a potential sale of Bitcoin by the organization. The speculation arose from reports by Arkham experts about significant movements of digital assets in the company’s accounts, coinciding with a drop in its stock prices.
This is reported by Finway
Strategy Confirms Bitcoin Portfolio Expansion
Information about a possible liquidation of part of Strategy’s Bitcoin portfolio emerged on November 14, 2025, following the publication of analysts’ findings from Arkham regarding asset movements. This sparked a wave of discussions in the community, with some participants even claiming that the company had supposedly sold part of its crypto assets. At the same time, Saylor categorically dismissed such claims, emphasizing that Strategy, on the contrary, continues to actively replenish its Bitcoin reserves.
“We are buying and buying a lot. The next portfolio replenishment report will be published on Monday morning [November 17, 2025]. I think people will be pleasantly surprised by what they see. In fact, we continue to increase our investments [in Bitcoin]…[…] We are always buying. Bitcoin is always the best investment.”
Position on Portfolio Transparency and Market Situation
Some market users have urged Saylor to implement an audit system based on the concept of Proof of Reserves to enhance transparency. However, he has previously stated that such an approach could create additional cybersecurity risks for the company.
In his comments to CNBC, Saylor also noted that volatility is a common feature of the cryptocurrency market. He emphasized that over the past five years, both the price of Bitcoin and the value of Strategy’s stock have shown positive dynamics, remaining in the “green zone.”
At the same time, the premium on Strategy’s securities has decreased due to a drop in the Market Net Asset Value (mNAV). This may create certain difficulties for the company in attracting additional funding in the future.