Svmuu News: Zach Pandl, Head of Research at Grayscale, said that Strategy should sell over $3 billion worth of BTC to cover its cash obligations and restore market confidence, rather than raising the STRC dividend by 50 basis points.
The call by a prominent industry figure for Strategy to liquidate over $3 billion in BTC is a signal worth watching; such a sale would create significant selling pressure and could undermine the narrative of corporate BTC accumulation.