Michael Saylor's (https://www.cnbc.com/2026/06/01/strategy-shares-fall-after-selling-2point5-million-in-bitcoin-its-first-sale-since-2022.html) is the accrual red flag nobody's talking about. When a founder who built his thesis on crypto HODLing starts liquidating, it's not portfolio rebalancing—it's a signal that liquidity is tightening faster than the balance sheet can absorb. Watch whether this triggers similar moves across crypto-heavy fintech.

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