PANews reported on June 8th, citing The Block, that JPMorgan analysts stated Strategy may need to rebuild its dollar reserves to restore investor confidence and reduce concerns about future Bitcoin sales. Strategy's recent sale of 32 Bitcoins "startled" the market, and its current dollar reserves can only cover approximately 6.3 months of dividend payments. Analysts pointed out that Strategy currently holds 843,706 Bitcoins at an average cost of $75,699, resulting in a paper loss of approximately $11.5 billion at current prices. If it maintains its year-to-date purchasing pace, its Bitcoin purchases in 2026 will reach approximately $32 billion.

Analysts have turned cautious about digital assets, predicting a less than 50% chance of a crypto bill passing this year. Bitcoin has traded below its estimated production cost (around $77,000) for most of the year, and total annualized inflows into digital assets this year are around $52 billion, roughly half the level of 2025. Despite the increased caution, analysts say the current market weakness could be a "bullish contrarian signal for the future." A positive second half depends on Strategy's clear strategy of paying out $1.7 billion in dividends annually and the passage of the crypto market structure bill.