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Strategy Adds $525M to Reserve, Halts Bitcoin Buys for Fifth Week

Strategy skips Bitcoin for fifth week, boosts cash reserve to $3.75B, buys back $25M STRC

  • Strategy added $525 million to its USD Reserve, bringing the total to $3.75 billion, and skipped a Bitcoin purchase for the fifth consecutive week.
  • The cash reserve now covers 2.1 years of the firm’s annual preferred dividends and debt interest payments.
  • Strategy also executed its first buyback of STRC preferred stock, purchasing $25 million worth under a new $1 billion authorization.

Bitcoin treasury firm Strategy went a fifth straight week without buying Bitcoin, adding $525 million to its cash reserve instead and lifting the balance to $3.75 billion. The company sold 5,429,160 shares of MSTR common stock through its at-the-market program between July 20 and July 26, generating $544.5 million in net proceeds, the company said in an announcement.

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Its Bitcoin holdings stayed at 843,775 BTC, untouched since a purchase of 520 BTC for $35 million disclosed on June 22. Strategy said the reserve covers 2.1 years of dividend payments, against the $1.76 billion it owes each year in preferred dividends and debt interest.

The filing also disclosed Strategy‘s first buyback of its own preferred stock, purchasing 288,930 Stretch (STRC) shares for $25 million. The purchase drew on the $1 billion Digital Credit Securities Repurchase Program the board approved on June 29, leaving $975 million available.

The shift dates to the capital management framework adopted by the firm weeks ago, which authorized selling up to $1.25 billion of Bitcoin to top up reserves. Strategy has since raised cash by selling MSTR stock rather than coins, padding the reserve to $3 billion and then $3.225 billion while diluting common shareholders.

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