A whale has expanded it USD reserves to $2.19 billion, ensuring sufficient liquidity to cover dividend obligations for 31 months, effectively ruling out the possibility of being forced to sell $BTC .
🔹 This move aims to meet credit requirements and quell bankruptcy rumors, noting that large maturities don't begin until 2028.
🔸 Poly token odds suggest the company could sell BTC at under 17%, but the risk of being removed from the MSCI index is as high as 75%.
🔹 Despite safety nets, MSTR stock is still plummeting, down 43% from its 2025 peak eight times the 5% drop in BTC.
With $2.2 billion in cash reserves ensuring three years of survival, is MSTR 43% drop a generational discount on leveraged BTC, or a warning that the premium has collapsed permanently?
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