Something to keep in mind is that while #MSTR is degenerate enough to never sell their #BTC, this does not necessarily apply to all the other "sell bonds, buy #BTC" companies.
I'm not gonna go through them, but likely that
1 - they view this as a "save the company" type move
2 - share ownership structure isn't as loopsided as MSTR with saylor
3 - they might not share the same ethos that MSTR has