The post says BTC’s near-term direction may depend on how much Saylor sold: no sale or a small sale is viewed negatively, while a sale of at least $2B could support a bounce. It estimates Strategy has about $871M in USD reserves (roughly six months of coverage); a $2B BTC sale could raise reserves to about $2.9B and extend coverage to roughly 20 months, potentially helping STRC return to 100.