Strategy Faces 78% Odds of Breaking 'Never Sell' Bitcoin Pledge in 2026

BTC-1.42%
According to Polymarket data as of May 27, 2026, traders assign a 78% probability that Strategy, formerly MicroStrategy, will sell Bitcoin before December 31, 2026, after CEO Phong Le acknowledged on the Q1 earnings call that the company would consider selling BTC to retire debt or fund preferred dividends if accretive to its per-share Bitcoin metric. Strategy holds 553,555 BTC worth approximately $66 billion, acquired at an average cost of roughly $75,500 per coin. The policy shift, announced May 5, marks a departure from the company's "never sell" doctrine since 2020. The prediction market contract on this outcome has exceeded $32.4 million in volume, making it one of Polymarket's most liquid crypto-corporate event derivatives.
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