Strong earnings from Advanced Micro Devices and Super Micro Computer added to the AI-trade momentum, with Nasdaq 100 futures up 0.6%.

A key development came as Strategy executive chairman Michael Saylor told in the company’s Q1 2026 earnings call that it may sell a portion of its bitcoin holdings to fund dividend payments.

“We will probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it,” Saylor said.

The world’s largest corporate bitcoin holder, sitting on 818,334 BTC at an average acquisition cost of $75,537, has not sold any of its position before. The model has always been to buy and hold.

Strategy posted a $12.54 billion Q1 net loss as bitcoin’s slide from October’s $126,000 peak weighed on the company’s mark-to-market accounting. The firm carries roughly $1.5 billion in annual dividend obligations across preferred stock and outstanding debt, with about 18 months of USD reserves to cover them at current run-rates.

MSTR shares dumped over 4% in after-hours trading on the announcement and BTC briefly slipped under $81,000 before recovering.

Saylor framed the move as a feature of the model rather than a break from it.

“You buy bitcoin with credit, you let it appreciate, and then you sell bitcoin to pay the dividend.”

That is a different sentence than every prior Strategy quarter, where the playbook was to issue more debt or equity to fund obligations rather than touch the BTC stack.

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