Strategy’s 840,447 BTC treasury has returned to more than $3 billion in unrealized gains after Bitcoin briefly rose above $81,000, while the company’s MSTR common stock gained about 37% and outpaced Bitcoin’s roughly 22% advance. The rebound has also helped restore Strategy’s financing structure: $2.01 billion raised through recent MSTR sales supported STRC repurchases and increased the company’s dollar liquidity pools to about $6.69 billion. Strategy has not resumed Bitcoin purchases and has sold 6,948 BTC since beginning its new monetization program in May 2026, keeping the next phase of its accumulation strategy dependent on whether the market recovery holds.