I also think a recent important pivot from Saylor and Phong was the idea of actually selling BTC. Despite having 18 months cash to pay dividends and debt due over that time they now are letting markets know that are willing to sell BTC in the right setting to fulfill obligations.

Plus there is no wash rule yet in crypto. They can literally sell the highest tax lots at a capital loss and realize the tax benefits only to rebuy and lower cost basis.