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Michael Saylor, founder of Strategy, told the Oranje Summit 2026 in São Paulo on November 5 that risk is difficult to predict and investors should retain the option to move their assets, warning that political conditions can shift even for long-term holdings. Speaking remotely to the Brazil conference, Saylor framed asset mobility as a core safeguard rather than a tactical choice. The remarks carry weight given Strategy's standing as the largest corporate holder of bitcoin, a position that ties the company's balance sheet directly to jurisdictional and policy risk. Saylor did not announce any change to Strategy's bitcoin strategy or holdings. Watch for whether his emphasis on portability signals a more flexible treasury posture or remains a general philosophical stance.

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Michael Saylor, Strategy (MSTR), Oranje Summit 2026, São Paulo

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