Strategy Sells 32 BTC on June 1, Ending 4-Year Streak; Saylor Blames $400B AI Capital Rotation

According to a Strategy June 1 filing, the company sold 32 BTC for approximately $2.5 million between May 26 and May 31, 2026, marking its first bitcoin sale since 2022. The transaction represented roughly 0.0038% of Strategy's total holdings of 843,706 BTC acquired at an average cost of about $75,699 per coin.

Executive chairman Michael Saylor attributed the market pressure on Bitcoin not to the sale itself but to a broader capital rotation. On X, Saylor stated that approximately $400 billion flowed into artificial intelligence infrastructure over the past six months, while U.S. spot bitcoin ETFs experienced roughly $4 billion in outflows since mid-May. Bitcoin was trading between $63,500 and $64,500 as of June 4 and has declined 26.5% year-to-date.