According to @BullTheoryio, MicroStrategy (MSTR) has built a USD reserve of $1.44 billion specifically for dividend payments versus $750 million in annual dividends, implying roughly 23 months of coverage (source: @BullTheoryio on X, Dec 1, 2025). The author states this reduces concerns that MSTR would need to sell BTC holdings to meet obligations, potentially alleviating a perceived Bitcoin selling overhang (source: @BullTheoryio on X, Dec 1, 2025). Traders may interpret the extended dividend runway as supportive for MSTR equity and near-term BTC sentiment if selling is not required, as suggested by the author (source: @BullTheoryio on X, Dec 1, 2025).