Bitcoin News

Story: Strategy Sells Bitcoin Below Cost as USD Reserve Hits $4 Billion

By Evie Vavasseur

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The Digital Credit Capital Framework. Strategy holds 842,138 BTC right now, acquired at a total cost of $63.51 billion.

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Six Weeks Without a Purchase. Strategy hasn't bought a single Bitcoin in six weeks.

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What the Numbers Actually Mean. The paper loss sits near $10.9 billion. That's the gap between what Strategy paid for its Bitcoin…

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Strategy dumped 1,638 Bitcoin last week for roughly $105 million. It's the company's third Bitcoin sale of 2026, and it came at a price that stung.

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The sale was detailed in an August 3, 2026 SEC filing. Strategy moved those coins at an average of about $64,000 per Bitcoin — well below its average acquisition cost of $75,419…

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Strategy holds 842,138 BTC right now, acquired at a total cost of $63.51 billion. At current market prices, that's a paper loss of nearly $10.9 billion.

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The company funds its Bitcoin position through a mix of debt instruments and preferred stock — all of which need to be settled in U.S. dollars. That's the crux of the problem.

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To handle it, Strategy rolled out something called the Digital Credit Capital Framework. Basically, it formalizes the idea that Bitcoin can be sold — not just held — to cover…

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The recent sale's proceeds split between dividend payments and the repurchase of 912,143 preferred shares at $81.2 million.

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Strategy hasn't bought a single Bitcoin in six weeks. For a company that built its entire identity around relentless accumulation, that's a notable pause.

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More context: Strategy Dumps 1,638 Bitcoin in a Week, USD Reserves Cross $4 Billion

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It's not that Strategy is walking away from Bitcoin. It's that the mechanics of running a company this leveraged into a volatile asset are getting complicated.

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So it's a real trade-off, and there's no clean answer.

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The paper loss sits near $10.9 billion. That's the gap between what Strategy paid for its Bitcoin and what those coins are worth at current prices. It's unrealized, sure.

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Strategy remains one of the largest corporate Bitcoin holders in the world, and probably the most watched.

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