Strategy Bolsters Reserves, Extends USD Duration

Strategy has made significant moves in its reserve management and repurchase strategy. As of August 2, 2026, Strategy added $250M to its USD Reserve, bringing it up to $4B. Additionally, it repurchased $81M worth of STRC. This repurchase extends the USD Duration by 57 days, effectively moving it out to 2.3 years. The firm also tightened STRC BTC Credit by 5 bps.

The company now holds ₿842,138 in reserves and maintains a price for Bitcoin at $62,473.91 within its Bollinger band. However, the overall market structure is considered bearish, confirmed by a MACD death cross at -311.6. The Relative Strength Index (RSI) of 38.28 suggests that there is still room for a test of the 50-EMA before any sustained move.