CryptoQuant Flags Strategy Dividend Coverage After Cash Reserve Drop

CryptoQuant has warned that Strategy’s dividend coverage has weakened after its cash reserves fell 38%. According to the source material, the company’s reserves are now enough to cover only about 14 months of dividend payments, compared with a previous level of roughly seven years.

The development matters because Strategy is closely watched in crypto markets for its Bitcoin-focused corporate strategy. A shorter dividend runway could sharpen scrutiny of how the company balances shareholder payments, cash management and continued Bitcoin accumulation.

CryptoQuant said Strategy should pause Bitcoin purchases and rebuild its reserves. The comment points to a potential tension between maintaining liquidity and continuing a high-profile treasury strategy centered on Bitcoin.

The source material does not state that Strategy has changed its purchase plans or dividend policy. It also does not provide a new Bitcoin price target or claim that the reduced reserve level will directly force a market move.

For readers, the key takeaway is that Strategy’s cash position has become a more important factor to watch alongside its Bitcoin holdings. CryptoQuant’s warning frames liquidity coverage, rather than only asset accumulation, as a central issue for the company’s next steps.