Strategy's MSTR Jumps 16.39% as Bitcoin Rallies; U.S. Lawmakers Advance Strategic Reserve Bill

Strategy's flagship stock, MSTR, surged on September 18, 2026, closing at $153.92, up 16.39% for the session after rebounding from an intraday low around $137. Yahoo Finance data showed the company's market capitalization topping $59.5 billion during the day. The rally coincided with fresh momentum on U.S. digital-asset policy. On September 16, the House Financial Services Committee approved the American Reserve Modernization Act (H.R. 8957) by a 28–21 vote. The bill would instruct the U.S. Department of the Treasury to formally establish a Strategic Bitcoin Reserve. Under the proposal, qualifying funds would be held under federal custody for at least 20 years. Lawmakers also added technical amendments covering regular proof-of-reserve reporting and the handling of assets obtained through network hard forks. Regulatory developments extended beyond Congress. The U.S. Securities and Exchange Commission (SEC) issued a temporary exemption for authorized tokenized securities trading platforms, allowing certain U.S. assets to trade via regulated automated market makers and permissioned liquidity pools. Analysts say the conditional framework could lift trading activity in digital-asset-linked equities in coming months. Strategy's operating exposure remains tightly linked to the crypto spot market. In a statement released Friday, September 18, CEO Phong Le confirmed the company holds 840,050 BTC on its corporate balance sheet. He said the firm's core strategy is to remain a long-term accumulator, while noting management may consider selling small amounts of Bitcoin if market conditions or traditional-finance integration makes it appropriate. On the technical side, TradingView's weekly chart showed MSTR breaking above a descending trendline drawn from the July 2025 highs near $452. The stock also moved above its 20-week exponential moving average at $128.64. The weekly RSI sat near 55, below the typical overbought threshold of 70, suggesting room for further consolidation if volume holds steady. Investors are now watching for a full House vote on H.R. 8957, with its timing on the congressional calendar expected to shape the broader debate over federal custody of digital reserves.