2026-01-14 05:39:36

In the past six months, the net increase of corporate digital asset treasury Bitcoin has been remarkable—an increase of 260,000 BTC, completely surpassing the approximately 82,000 newly mined coins during the same period. What does this mean? Corporate enthusiasm for BTC allocation continues to rise.

Data clearly shows: corporate BTC holdings surged from about 854,000 coins to 1.11 million coins, a growth of 30%. Among them, Strategy leads the way, holding approximately 687,410 coins (accounting for 60%), with the corresponding asset value reaching about $65.5 billion. Notably, this institution has recently restarted its buying plan, continuing to increase its holdings in January.

This trend reflects an increasing recognition among institutional investors of Bitcoin's long-term value. When corporate-level allocations exceed the market's new supply, it indicates that buying momentum is indeed supporting the price trend.

BTC0,42%

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PaperHandSister

· 01-14 20:34

2.6 million tokens have all been consumed, retail investors are still debating whether to buy or not, while big players have already locked in their chips.

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GovernancePretender

· 01-14 06:09

A net increase of 260k directly surpasses mineral output, this is true institutional recognition Institutions are疯狂吸筹, retail investors are still debating ups and downs, the gap in the pattern is too big Strategy's 687410 coins, definitely a major player, our chips can't compare to theirs The buying pressure is so strong, it indicates we haven't reached the top yet, keep holding on

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mev_me_maybe

· 01-14 06:08

Institutions are疯狂吸筹, retail investors are still犹豫? What's the gap... --- One strategy accounts for 60%, isn't this concentration a bit risky? --- The supply and demand imbalance explains why the price has confidence --- Wait, is this data the latest? Feels a bit slow --- The era of buy the dip is over, now it's the institutions' decision-making power --- 655 billion USD is压在一家机构手里, is that really reliable? --- Net increase of 260k vs mining of 82k, this comparison is amazing haha --- So retail investors are被收割, institutions are囤呗 --- Reboot the buy-in plan, what is this暗示... --- A 30% increase sounds good but not that exaggerated

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PerennialLeek

· 01-14 05:43

Large institutions are really lurking; the new mining output simply can't keep up with their buying speed... Is Strategy crazy? 687,410 coins, how much would that be worth? Supply can't meet demand, which is the real bullish signal. You should have followed the trend when bottoming out; now looking at the data, I kind of regret it. Corporate allocations exceed new supply, in plain terms, it's the whales controlling the market, and retail investors will have to keep waiting. Only when institutions get on board can we make money; this time, it might really happen. $65.5 billion is in the hands of a single entity, how concentrated is that... Bitcoin has been drained of 260k, are miners confused?

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