Strategy Boosts USD Reserve to $2.2 Billion as Bitcoin Holdings Reach 671,268 BTC

Strategy (MSTR), the world’s largest publicly traded holder of bitcoin, significantly strengthened its financial position last week by increasing its cash reserves by $747.8 million. According to a recent filing with the U.S. Securities and Exchange Commission (SEC), the company raised this capital entirely through the sale of its common stock, underscoring its continued reliance on equity markets to support its long-term strategy centered on bitcoin accumulation and shareholder obligations.

The company’s “USD Reserve,” which is specifically designed to fund dividend payments on Strategy’s preferred stock, now totals approximately $2.2 billion. At this level, the reserve is sufficient to cover an estimated 32 months of preferred dividend payments, providing investors with increased confidence in the firm’s ability to meet its fixed-income commitments despite ongoing market volatility. This sizable reserve highlights Strategy’s focus on balancing aggressive bitcoin exposure with prudent cash management.

Alongside its growing cash buffer, Strategy continues to hold an enormous bitcoin portfolio. The firm currently owns 671,268 BTC, acquired for a total cost slightly above $50 billion. Based on the current bitcoin price of around $90,000, these holdings are now valued at approximately $60.4 billion, reinforcing Strategy’s position as a dominant institutional player in the cryptocurrency market. The company’s bitcoin strategy remains a central pillar of its corporate identity and long-term growth narrative.

Market reaction has been mixed but showed short-term optimism. Strategy’s stock rose about 3% in premarket trading, moving in tandem with bitcoin’s modest price gains over the weekend. However, despite this uptick, MSTR shares remain down more than 40% on a year-to-date basis, reflecting broader market pressures, equity dilution concerns, and investor sensitivity to bitcoin price fluctuations.

Overall, Strategy’s latest capital raise, expanded USD reserve, and massive bitcoin holdings continue to draw attention from both crypto-focused investors and traditional market participants. As bitcoin prices, regulatory developments, and macroeconomic conditions evolve, Strategy’s balance between liquidity management and digital asset exposure will remain a closely watched indicator for the intersection of public markets and cryptocurrency adoption.