Strategy Resumes Bitcoin Buying After 10-Week Hiatus

The resumption of accumulation after an unusually long pause signals that the company's capital allocation policy remains intact, even if pacing is variable. This matters because Strategy's buying has been a notable demand-side force in the market, and the hiatus had raised questions about whether its approach was shifting. The open question is whether this is a one-off rebalancing or the start of a sustained cadence, which would have different implications for market liquidity and sentiment. Watching the size and frequency of future purchases will clarify the strategy's new normal.