JPMorgan: Strategy needs to rebuild dollar reserves to alleviate concerns about currency selling, the likelihood of the Clarity Act passing this year is less than 50%
By: rootdata|2026/06/08 20:45:01
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According to The Block, JPMorgan analysts stated in their latest report that although Strategy's previous sale of 32 bitcoins caused market fluctuations, it was merely a symbolic operation, and the real issue lies in the lack of demand from new investors.
The report pointed out that Strategy's current dollar reserves are only sufficient to cover about 6.3 months of preferred stock dividends, and it is recommended that they rebuild their dollar reserves to restore investor confidence. JPMorgan also lowered its expectations, believing that the likelihood of the U.S. crypto market structure bill (Clarity Act) passing this year is now below 50%, and has shifted to a cautious stance on digital assets as a whole.
Nevertheless, analysts still expect Strategy to continue buying bitcoins and believe that the current market weakness may become a bullish reversal signal in the future.
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