MarsBit’s Whale Movement section published an article titled “Dialogue with Investor Zheng Di: MicroStrategy’s Bitcoin-Selling Experiment, the AI Economy and U.S. Stock Opportunities.” The discussion focuses on investor Zheng Di’s views on MicroStrategy, Bitcoin, the artificial intelligence economy and U.S. equity assets. According to the article, MicroStrategy’s financial structure is changing, with two key elements highlighted: the expansion of preferred shares and the principle of keeping Bitcoin per share neutral.
MicroStrategy’s selling experiment and Bitcoin pressure
Under that financial structure, the article examines a scenario in which MicroStrategy may continue to sell small amounts of Bitcoin. This is described as a “selling experiment” and is linked to expectations of structural selling pressure in the Bitcoin market. If MicroStrategy sells small amounts of Bitcoin while maintaining the stated principle after expanding preferred shares, its actions become part of the discussion around Bitcoin supply and market structure.
The article also shifts to U.S. equities, noting that artificial intelligence is driving gains across parts of the industrial chain, including optical modules and semiconductors. Its central logic is that tokens are being treated as a new form of labor that can replace human labor in some settings, thereby improving corporate profit margins. The move by crypto exchanges toward U.S. stocks is described as a natural migration of liquidity toward higher-value assets.