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Strategy Bitcoin policy unravelsUpdate 9 of 20
Strategy BTC Capacity and Sale Scrutinized

Strategy Bitcoin Accumulation Capacity Analyzed; Mizuho Cuts Price Target to $213 With 110% Upside; VanEck Clarifies $135M BTC Sale Did Not Use Program Quota

Unverified — auto-generated summary, not yet reviewedBitcoinJul 8, 2026

Strategy is abandoning its 'never sell' Bitcoin posture, selling BTC to fund dividends and rebuild cash reserves while its preferred stock, share price, and accumulation model face mounting stress.

Mizuho Financial Group cut its Strategy price target to $213 while projecting 110% upside from current levels. A VanEck executive separately clarified that Strategy's $135 million Bitcoin sale last week did not draw against the company's approved BTC monetization program quota, and analysis examined the remaining capacity for future BTC purchases under the Digital Credit Capital Framework.

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