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Strategy CEO Sees Bitcoin Buying Opportunity in 2026

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Strategy CEO Phong Le announced plans to increase the company's Bitcoin holdings by year-end 2026, despite recent sales that reduced its reserve to 840,447 BTC. The decision comes as Strategy continues to build its US dollar reserve, which has grown to $4.65 billion.

The company sold 3,328 BTC for approximately $213.3 million across the past two reporting periods, using the proceeds to repurchase variable-rate preferred stock and provide cash for its dollar reserve.

Le stated that Strategy will resume Bitcoin accumulation when its Stretch preferred stock (STRC) returns to par, trading at around $100. The company has been actively supporting STRC by repurchasing shares below this range.

In July, Le mentioned that Strategy would issue more STRC and buy more Bitcoin after the security recovered toward its stated amount. As of August 10, STRC traded near $87, down from a peak above $100 in late June.

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