MicroStrategy May Sell Bitcoin to Cover $1.5B Dividends After $12.5B Loss

STRCSTRC

Strategy holds over 818,000 BTC at an average cost of $75,500 and disclosed a record $12.54 billion Q1 net loss driven by Bitcoin’s 24% price drop. Michael Saylor signaled the firm may sell some Bitcoin to fund roughly $1.5 billion in annual preferred dividends and show pragmatic treasury management.

1. Record Q1 Loss

Strategy posted a $12.54 billion net loss in Q1 2026 largely tied to Bitcoin’s nearly 24% price decline, generating a $14.46 billion unrealized accounting hit and sending shares down over 4% in after-hours trading.

2. Bitcoin Holdings and Cost Basis

The firm holds over 818,000 BTC at an average cost of $75,500 per coin and remains in net unrealized profit despite the recent drawdown in digital asset values.

3. Strategic Shift on Bitcoin Sales

Executive chairman Michael Saylor suggested the company may sell a portion of its Bitcoin holdings to fund roughly $1.5 billion in annual preferred dividends and demonstrate active treasury management.

4. Market Response and Outlook

Analysts and long-term holders are weighing the move as a departure from the “never sell” policy, with potential implications for balance sheet flexibility and investor confidence moving forward.

Sources

F