JPMorgan analysts are suggesting that Strategy should consider replenishing its dollar reserves to restore investor trust and mitigate fears regarding potential Bitcoin sell-offs. In December 2025, the firm set aside $1.44 billion specifically for preferred stock payments and debt obligations. Additionally, the bank has taken a more conservative approach towards digital assets, estimating the chances of a cryptocurrency market structure bill being enacted in the U.S. by 2026 at under 50%.