Post

#StrategyAndStriveAdded2,305BTCCombinedThisWeek


Strategy and Strive just added another 2,305 BTC this week.
Strategy’s Bitcoin holdings have now reached around 846,000 BTC, while Strive holds approximately 26,355 BTC. Combined, that’s another 2,305 BTC moving into corporate hands in just one week.

And this is the part I find more interesting than the headline itself.

The corporate Bitcoin accumulation story clearly hasn’t disappeared.

Public companies now collectively hold around 1.273 million BTC, with Strategy still sitting at the top and Strive now among the largest corporate Bitcoin holders.

My take is simple: companies are increasingly treating Bitcoin differently from how they treated it a few years ago.

This is no longer just about buying BTC because the price is going up. For some companies, Bitcoin is becoming part of their broader treasury strategy and capital-allocation model. Every additional purchase reduces the amount of BTC available outside corporate balance sheets, while increasing the amount of Bitcoin tied to long-term institutional strategies.

But I don't think we should automatically interpret every corporate purchase as bullish for price in the short term.

Bitcoin can still correct.

Companies can still buy near local highs.

And aggressive accumulation can create its own risks when the strategy depends heavily on capital markets, financing conditions and the ability to continue raising funds.

That’s why I’m more interested in the trend than any single weekly purchase.

If companies continue accumulating through both strong and weak market conditions, that tells me the corporate Bitcoin thesis is becoming more structural.

And Strategy’s scale makes this even more interesting.

At roughly 846,000 BTC, its position is no longer something that can be ignored when looking at Bitcoin’s ownership landscape. Strive adding another 2,305 BTC this week alongside Strategy shows that the corporate accumulation race isn't limited to one company anymore.

The question I keep coming back to is:

How much Bitcoin will public companies collectively hold if this trend continues for another 2–3 years?

Because 1.273 million BTC is already a meaningful amount.

The bigger story may not be today's purchase.

It may be the gradual change in who is holding Bitcoin—and how permanently they intend to hold it.

That’s what I’m watching.
post-image
This page contains third-party content and does not constitute any advice, nor does it represent Gate's endorsement of such views. For details, please see disclaimer.
ASSTASST+1.06%
SATASATA+0.26%
BTCBTC-0.07%


Add a comment
Add a comment

Comment
DarkFury
2 hours ago
Waiting to see how this plays out 👀
0
CryptoCherry
2 hours ago
What’s your take on BTC? 👀
0
SatoshiBro
2 hours ago
What’s your take on BTC? 👀
0
MrFlower_XingChen
3 hours ago
AuthorFirst Review
What’s your take on BTC? 👀
0