Strategy Hasn’t Bought Bitcoin in 6 Weeks and Just Sold at a Loss Again: What Does Saylor’s New Framework Actually Mean?

In the latest Bitcoin news, Strategy (MSTR) sold 1,638 BTC for approximately $105 million last week, disclosed via an SEC filing dated August 3, 2026, marking the firm’s third discrete Bitcoin disposal of 2026 and its sixth consecutive week without a purchase.The proceeds, combined with $290.6 million raised through common stock issuance, funded $81.2 million in STRC preferred stock repurchases and added $250 million to Strategy’s USD reserve, pushing that figure to $4 billion.

Strategy increased its USD Reserve by $250M and repurchased $81M of $STRC. This increased USD Duration by 57 days to 2.3 years and tightened STRC’s BTC Credit by 5 bps. As of 8/2/26, we hold ₿842,138 in our BTC Reserve and $4.0B in our USD Reserve.

$MSTRhttps://t.co/zzra7RL5Zg— Strategy (@Strategy) August 3, 2026 The average sale price for the latest tranche was roughly $64,000 per BTC, meaningfully below Strategy’s overall average acquisition cost of $75,419.With 842,138 BTC on the books at a total cost of $63.51 billion, the company is sitting on a paper loss of approximately $10.9 billion at current prices, according to Arkham Research.MSTR slipped 1.9% in pre-market trading following the disclosure, with Bitcoin near $63,500.Bitcoin (BTC)24h7d30d1yAll timeDiscover: Get Paid to Be Right, $25 to Start on KalshiBitcoin News: Why Strategy Keeps Selling Below CostThe mechanics here matter.

Strategy finances its Bitcoin treasury through a...