Woofun AI reports that Samson Mow, CEO of JAN3, has outlined a $1.5 billion over-the-counter Bitcoin transaction between Strategy and Bitcoin Standard Treasury (BSTR). The specific terms involve BSTR acquiring 25,000 BTC from Strategy for immediate cash settlement. This proposed exchange would fundamentally alter the balance sheets of both entities without triggering spot market volatility.

Structurally, the deal would expand Strategy's liquidity position significantly. Current estimates place Strategy's cash reserves at $1.4 billion, which would surge to $2.9 billion upon execution of the $1.5 billion inflow. Such a move allows the firm to monetize a portion of its Bitcoin holdings while retaining its core treasury strategy.

For the buyer, the implications are equally transformative regarding market positioning. BSTR currently holds 30,021 BTC, a figure that would jump to 55,021 BTC following the acquisition. This accumulation would instantly propel BSTR to become the second-largest publicly known corporate holder of Bitcoin globally.

Per Woofun AI, the mechanism relies on OTC desks to facilitate massive institutional transfers without inducing market slippage. Mow argues this approach enables Strategy to realize gains discreetly while allowing BSTR to elevate its status in a single transaction. The proposal underscores the growing utility of private markets for large-scale asset reallocation.

Despite the detailed financial modeling, neither Strategy nor BSTR has issued an official statement confirming interest in the deal. Feasibility remains contingent on board approvals and navigating complex regulatory considerations before any execution can occur.