CryptoQuant: Strategy should suspend Bitcoin purchases to avoid capital collapse

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BiJie News: CryptoQuant CEO Ki Young Ju warns that Strategy (NASDAQ: MSTR) may need to pause its Bitcoin purchases to avoid a funding crash. The report indicates that Strategy's balance sheet is under pressure, with annual dividend expenditures approaching $1.2 billion, nearly four times last year's amount, while the company's USD reserves have declined by approximately 38%. This leaves Strategy with only about 14 months of funds to pay dividends, far less than the seven years it had at the beginning of 2026. Ki Young Ju stated bluntly on social media: "Strategy's current Bitcoin buying is more like a liquidity trap than a price catalyst." He urged the company to "pause Bitcoin purchases, rebuild cash reserves, and adopt a systematic timing framework for purchases." CryptoQuant analysis suggests that Strategy needs approximately $2.8 billion in cash reserves to cover dividends for the next 24 months.
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CraterLiquidity
· 3m ago
Seven years turned into 14 months, what a huge gap.
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Miner'sHelmetUnderTheMoonlight
· 3h ago
Cash flow is only enough for 14 months of dividends; this leverage is a heart-pounding game.
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MoonlightLiquidationLine
· 3h ago
The term "liquidity trap" is aptly used; when buying coins, eventually the money runs out.
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GateUser-21ddf7c7
· 3h ago
It feels like this company is gambling with shareholders' money on a no-lose bet, but what if?
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LimeMulti-Signature
· 3h ago
Pause buying? If Saylor could take advice, he wouldn't be Saylor.
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RugProofMood
· 3h ago
Ki Young Ju's warning is quite harsh. MSTR is really stuck between a rock and a hard place now.
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