Michael Saylor said Strategy will remain disciplined in issuing new shares when its stock trades near net asset value and highlighted nearly $3.8 billion in dividend coverage through cash reserves and potential BTC monetization. Peter Schiff argued the new capital plan effectively turns Strategy into a Bitcoin seller.

Strategy leaders reinforced the company’s bitcoin treasury strategy as volatility pressured the company's securities. Michael Saylor emphasized discipline

Peter Schiff believes that Michael Saylor has no easy way out to save Strategy as the MSTR and STRC stocks dive.