The strategy company (formerly known as microstragm) did not buy any bitcoins last week for the first time in a long time and did not sell its shares. The company currently has an unrealized loss of 5.91 billion from the depreciation of bitcoin.

According to market experts, there are two possibilities: first, the strategy may be waiting for better market conditions, or due to heavy losses, it may have to stop buying. This could be a sign of concern for institutional investors.

Under Michael Silver's management, strategy has become one of the largest bitcoin holders and bought about 2 billion in bitcoin in 2025 alone. However, according to the latest Form 8-K report, the company's weekly purchases have been discontinued.

This is not the first stop to buy this year, but the main difference this time is the growing concern about the US recession. Some analysts also believe that the strategy is waiting for the price of bitcoin to reach the new floor.

There are also concerns about the company's heavy debt and financial situation. Edward Farina, an analyst, has warned that if bitcoin prices fall by another 15 per cent, the strategy could face a serious crisis.

Also, if the strategy starts selling bitcoin, it will have a significant negative impact on the market.

For now, Michael Silver has remained silent on the issue and it is unclear whether the strategy awaits a new opportunity to buy or is unable to continue the procurement process due to financial difficulties. However, this pause could be a sign of greater caution from big investors.