Strategy (MSTR) Approves Sale of $1.25 Billion in Bitcoin (BTC)... A Blow to Retail Investors

▲ Strategy (MSTR), Bitcoin (BTC)/AI Generated Image

Strategy (MSTR), which has positioned long-term Bitcoin (BTC) holding as its corporate identity, has opened the door to a sale of up to $1.25 billion. This is intensifying capital discipline pressure on the cryptocurrency market.

According to crypto media outlet Cointelegraph on July 3 (local time), Strategy approved the sale of up to $1.25 billion worth of Bitcoin under a new capital structure. At current prices, this amounts to approximately 21,000 BTC that could enter the market. The company has opened up the possibility of a sale to fund shareholder dividends, expand cash reserves, and provide resources for share repurchases.

Strategy increased the annual dividend rate for STRC preferred shares from 11.5% to 12% through its Digital Credit Capital Framework. It also expanded its capital return policy, including preferred share and MSTR stock repurchases. Dedicated cash reserves increased to $2.55 billion, which the company stated is sufficient to cover approximately 17 months of preferred share dividends and interest payments.

Strategy sold 32 BTC in June and did not purchase additional Bitcoin last week. As a result, the company's holdings remained at 847,363 BTC. While the long-term accumulation strategy is maintained, there is a growing demand for both liquidity management and capital returns.

In the stablecoin market, over 140 financial and crypto companies participated in the launch of the US dollar-backed stablecoin Open USD (OUSD). Visa (V), Mastercard (MA), Coinbase (COIN), Ripple, OKX, and Bybit were listed as key participating companies. Open Standard plans to launch OUSD by the end of this year, challenging USDT and USDC in the stablecoin market, which has already surpassed $300 billion.

Fidelity Digital Assets refuted claims that halving weakens Bitcoin's long-term security. Daniel Gray, a research analyst at Fidelity, stated, "The average daily revenue for Bitcoin miners increased from $1.3 million between 2012 and 2016 to $40.2 million currently." According to the consumer advocacy group Public Citizen, cryptocurrency companies donated approximately $189 million to the 2026 U.S. election cycle, with Fairshake spending over $82 million and the pro-Trump MAGA Inc. super PAC, supported by Crypto.com, spending over $56 million.

[Article Key Summary]

-Strategy approved the sale of up to $1.25 billion worth of Bitcoin, adjusting its capital management approach.

-OUSD, with the participation of major companies like Visa, Mastercard, and Coinbase, challenges the USDT and USDC-centric stablecoin market.

-Fidelity refuted Bitcoin security concerns, and cryptocurrency companies' political donations for the 2026 U.S. election expanded to approximately $189 million.

*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*