Southern 2x Long MSTR (07799) surged over 28% during early trading before settling to an 18.05% gain at HK$4.12, with turnover reaching HK$10.69 million. The sharp movement follows Bessent's August 19 announcement of a bond buyback program, which triggered a market repricing of the US dollar and long-dated Treasury assets.
Bitcoin has climbed more than 20% since August 19, reclaiming the US$80,000 threshold. Riding this rally, Strategy has swung from a paper loss exceeding US$9.5 billion to a paper profit of more than US$4 billion within a single week.
Meanwhile, Strategy is introducing a new cash reserve mechanism to its balance sheet. The company disclosed Monday that its newly established "USD Cash Pool" will operate alongside existing reserves, supporting bitcoin accumulation, preferred dividend payments, debt interest obligations, securities repurchases, and other corporate operational needs. Strategy confirmed the new dollar cash reserve currently stands at US$1.59 billion.
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