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CryptoQuant Urges Strategy to Halt Bitcoin, Rebuild Cash Reserves

6/24/2026

Summary

Story summary

CryptoQuant advises Strategy to halt Bitcoin purchases and rebuild cash reserves.
Julio Moreno, CryptoQuant Head of Research, reports Strategy’s cash reserves have fallen 38% since the start of 2026.
The firm’s annual dividend obligations have risen from roughly $300 million to about $1.2 billion, reducing dividend coverage from seven years to roughly 14 months.
Charles Edwards urges Strategy to cut debt, rethink yield products, and shift toward a Bitcoin-focused financial institution.

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Story summary

CryptoQuant advises Strategy to halt Bitcoin purchases and rebuild cash reserves.
Julio Moreno, CryptoQuant Head of Research, reports Strategy’s cash reserves have fallen 38% since the start of 2026.
The firm’s annual dividend obligations have risen from roughly $300 million to about $1.2 billion, reducing dividend coverage from seven years to roughly 14 months.
Charles Edwards urges Strategy to cut debt, rethink yield products, and shift toward a Bitcoin-focused financial institution.