Bitcoin can go as low as $30,000 but still won’t impact Strategy’s BTC plans.
This comes from Jiang Zhuoer, chief executive of BTC.TOP, one of China’s largest bitcoin mining pools, who shared on
The discourse built after an on-chain analyst estimated that about 45,000 bitcoins, worth about $3 billion, left a Fidelity custodial wallet between May 28 and June 1, and suggested that Strategy sold the coins gradually at an average near $66,000.
This wallet also contains Fidelity’s Bitcoin and Ether exchange-traded funds, so tying outflows to the strategy is an inference rather than a confirmed sale. Jiang, writing on Sunday (in Mandarin), called the speculation exaggerated.
关于【图1】的FUD，
It is a BTC cryptocurrency.
原因见【图2~图4】的群讨论，
资金等问题 ： ） pic.twitter.com/5jQlrLT33N– 江卓尔_莱比特矿池 (@Jiangzhuoer2) June 7, 2026
His case is based on Strategy’s balance sheet. The company’s debt is only about 5% of its assets, he said, and would rise to just 10% even if bitcoin fell to $30,000 from about $62,900 currently. He sees no reason for the company to break the never-sold bitcoin image that underpins its market history.
Jiang also defended the logic behind STRC, the preferred shares the strategy sells to raise cash, which pay an 11.5% annual dividend in monthly installments.
Selling its oldest and cheapest bitcoin allows Strategy to make an accounting profit that can fund those payments, he argued, while the money raised from new STRC sales buys new bitcoin.
As long as purchases exceed sales, Strategy remains a net buyer. The more important point, he said, is that STRC holders’ main fear was that Strategy would refuse to sell bitcoin and fail to pay the dividend, so signaling that it is willing to sell actually removes that worry.
Others in the discussion were less convinced, arguing that a prolonged bear market would inflate Strategy’s interest bill and force larger bitcoin sales, regardless of management’s intentions.
Bitcoin traded near $63,400 on Monday, according to CoinDesk data, down nearly 10% over the past week after Strategy announced its first Bitcoin sale since 2022.
