Strategy adopts Bitcoin sales framework as crypto firms push capital and policy agendas

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Crypto strategy, Bitcoin monetization

Highlights

Strategy authorized up to $1.25 billion in Bitcoin sales, raised STRC preferred dividend to 12%, and expanded share buybacks while building $2.55 billion in cash reserves.
Open Standard, backed by over 140 firms including Visa and Coinbase, will launch OUSD stablecoin with fee-free minting to compete in the $300 billion market.
Crypto companies have contributed about $189 million to the 2026 U.S. election cycle, already surpassing 2024 totals and accounting for 37% of corporate political spending.

Capital strategy shifts across crypto markets

As reported by Cointelegraph, citing Michael Saylor, Strategy has authorized up to $1.25 billion in Bitcoin sales under a new capital framework designed to fund shareholder dividends, strengthen cash reserves and support stock repurchases while maintaining its long-term Bitcoin strategy.

The company’s Digital Credit Capital Framework raises the annual dividend on STRC preferred stock to 12% from 11.5%, creates a formal Bitcoin monetization program and expands buybacks of preferred securities and MSTR shares. Strategy also says its dedicated cash reserve has grown to $2.55 billion, enough to cover about 17 months of preferred dividends and interest payments.

The move marks a notable change in capital allocation for a company long associated with the message of buying Bitcoin and never selling it. Strategy disclosed that it sold 32 BTC in June and made no Bitcoin purchases last week, leaving its holdings unchanged at 847,363 BTC as it places greater emphasis on liquidity management.

Elsewhere in the sector, more than 140 financial and crypto companies are backing Open USD, a new U.S. dollar-backed stablecoin project supported by Visa, Mastercard, Coinbase, Ripple, OKX and Bybit. Open Standard plans to roll out OUSD later this year, offering a model in which participants can mint tokens without fees or volume limits while retaining reserve yield, a structure aimed at challenging Tether’s USDt and Circle’s USDC in a market valued at more than $300 billion.

Security debate and election spending intensify

Fidelity Digital Assets is also reinforcing a longer-term investment case for Bitcoin, arguing in a new research report that the network’s security is not undermined by declining mining rewards. The firm says transaction fees, market incentives and Bitcoin price appreciation should continue to support miners even as block subsidies fall over time.

Research analyst Daniel Gray says average daily miner revenue has risen from $1.3 million in the 2012-2016 period to $40.2 million today. The assessment comes as publicly traded mining companies face financial pressure after the latest halving and increasingly diversify into AI and high-performance computing to broaden revenue sources.

Political spending is also becoming a larger part of the industry’s business landscape. Public Citizen says crypto companies have contributed about $189 million to the 2026 U.S. election cycle, representing an estimated 37% of all corporate political spending so far, with Fairshake spending more than $82 million and the pro-Trump MAGA Inc. Super PAC, heavily backed by Crypto.com, spending more than $56 million.

According to the group, crypto political spending has already exceeded the roughly $170 million deployed during the 2024 election cycle, even with more than four months remaining before November’s elections. The figures suggest digital asset companies are expanding their influence not only through markets and payments infrastructure, but also through regulation and electoral politics.

Our earlier article on Suncor Energy’s shareholder-return strategy highlighted how the company has been using strong free cash flow to support higher dividends and sizable share buybacks, reinforcing investor focus on capital returns. It also noted that SU was trading above key moving averages with bullish momentum, but overbought technical signals pointed to a higher risk of a near-term pullback and range-bound consolidation.

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