Strategy has made a significant pivot by approving the sale of up to 1.25 billion dollars worth of Bitcoin, signaling a shift from its long-standing stance of holding Bitcoin indefinitely. This move introduces a formal monetization program designed to support shareholder dividends, increase cash reserves, and fund stock buybacks while maintaining its commitment to Bitcoin accumulation.
The company’s new framework, dubbed the Digital Credit Capital Framework, increases the annual dividend on its preferred stock to 12% and broadens capital-return efforts. Notably, Strategy disclosed selling a small quantity of Bitcoin recently, though its overall holdings remain steady at approximately 847,363 BTC. The dedicated cash reserve now stands at 2.55 billion dollars, providing a financial buffer to cover dividends and interest payments over an extended period.
Meanwhile, the stablecoin market is set to see a major development with the upcoming launch of Open USD (OUSD), backed by over 140 companies across finance and crypto sectors. Prominent payment firms like Visa and Mastercard join crypto leaders such as Coinbase, Ripple, OKX, and Bybit in this collaboration. Unlike existing stablecoins, OUSD will allow issuers to create tokens without fees or volume restrictions while retaining yield from the underlying reserves. This feature aims to attract market share from dominant stablecoins like Tether’s USDT and Circle’s USDC.
This initiative comes amid a more favorable regulatory environment in the United States following the passage of the GENIUS Act, which improves the legal framework for stablecoins. Open Standard, the organization behind OUSD, plans to launch the stablecoin later this year in what is already a market exceeding 300 billion dollars in total value.
Additionally, Fidelity has recently reaffirmed its support for Bitcoin’s long-term security model, highlighting ongoing confidence in the cryptocurrency’s resilience despite changing investment strategies. The crypto industry is also expanding its political influence as preparations intensify ahead of the US 2026 midterm elections, signaling greater engagement in regulatory and legislative developments.