Strategy’s Massive January: Michael Saylor Drives 97% of New Bitcoin Buying
January marked a decisive turn in corporate Bitcoin accumulation, as Strategy’s aggressive buying spree redefined the market’s tempo and concentration.
Latest Bitcoin Treasury News
Coverage of the latest news and disclosures related to bitcoin treasuries and digital asset treasury strategies. Reporting on corporate purchases, filings, fundraises, regulatory developments, and material updates across public companies and institutions.
Goldman Sachs Boosted Strategy Holdings, Trimmed IBIT in Q4
(updated )Goldman Sachs increased its stake in Strategy during the fourth quarter of 2025 while cutting its position in the iShares Bitcoin Trust ETF, according to the bank's 13F filing.The Wall Street giant added 237,874 shares of MSTR during the quarter, a gain of 11.37%, bringing its total position to 2,33...
Saylor: Strategy Will Buy Bitcoin 'Every Quarter Forever'
Strategy executive chairman Michael Saylor appeared on CNBC's Squawk Box Tuesday morning, pushing back on concerns about the company's financial stability while doubling down on its bitcoin accumulation strategy.
Citi Analyst Reiterates Buy Rating on Strategy With $325 Price Target
Citigroup analyst Peter Christiansen has reportedly reaffirmed his buy rating on Strategy Inc., maintaining a $325 price target that represents significant upside potential as the bitcoin treasury company navigates market volatility.
TD Cowen Says Strategy Remains a Buy Despite BTC Plunge
(updated )Yesterday's bitcoin price plunge brought a raft of critical attention to Michael Saylor's Strategy and the firm's aggressive accumulation strategy.
Ohio Teachers Pension Fund Now Holds $11M in Strategy Shares
The State Teachers Retirement System of Ohio has increased its position in Strategy Inc., acquiring an additional 12,453 shares during the fourth quarter, bringing total holdings to 87,689 shares valued at approximately $11 million, according to a 13F filing submitted on February 2, 2026.
Switzerland's UBS Now Holds Over $800M in Strategy Shares
UBS Group, Switzerland's largest bank, has significantly increased its position in Strategy Inc., acquiring an additional 3.23 million shares to bring total holdings to 5.76 million shares valued at approximately $805 million, according to recent 13F filings.
Bitcoin Treasuries Add 43K BTC in January
(updated )Bitcoin treasuries added approximately 43,200 BTC in January, or 41,200 BTC net after sales — worth an estimated $3.3 billion at month-end prices.
This BTC Treasury Is Testing an Alternative To Dilutive Stock Issuance
This feature originally appeared in the BitcoinTreasuries.NET newsletter. Treasury companies face a capital structure dilemma: dilute shareholders through equity at compressed valuations, take on debt with liquidation risk, or stop buying Bitcoin.
Belgian Banking Giant KBC Boosts Strategy Holdings Amid Push to Let Customers Buy BTC
KBC Group NV has significantly expanded its position in Strategy Inc., increasing its holdings to 311,624 shares as of December 31, 2025, according to recent 13F filings.
Trump Family-Backed American Bitcoin Increases Holdings to 5,843 BTC
American Bitcoin Corp. has expanded its bitcoin treasury to 5,843 BTC, the company announced Monday.
Strategy Acquires 2,932 Bitcoin for $264 Million
Strategy has added 2,932 BTC to its corporate treasury in a $264.1 million purchase, Executive Chairman Michael Saylor announced Sunday. The acquisition was made at an average price of $90,061 per bitcoin.
Strategy's 2026 Buying Spree: Can Saylor Sustain the Record Pace?
This feature originally appeared in the BitcoinTreasuries.NET newsletter. Strategy has deployed $3.37 billion to acquire 35,932 BTC in just the first three weeks of 2026. If the company manages to sustain that pace, it would imply the company tops 900,000 BTC in annual purchases.
Exploring 2025’s $100 Billion Digital Asset Treasury Boom
(updated )Secure Digital Markets (SDM) and BitcoinTreasuries.net are proud to release a joint year‑end research report designed to explain how corporate bitcoin treasuries work, who the major players are, and why this market is likely to grow and endure in 2026 and beyond.This collaboration pairs SDM’s capita...
Strategy Board Member Jane Dietze Acquires $99K in Perpetual Preferred Stock
(updated )Jane Dietze, a board member for Strategy Inc., has acquired 1,000 shares of Strategy Stretch (STRC) perpetual preferred stock at $99.48 per share, totaling $99,485, according to an SEC filing. The transaction demonstrates continued insider confidence in the company's Bitcoin treasury strategy.
$1.2B Asset Manager Stansberry Snaps Up More Strategy Shares
Stansberry Asset Management has made some notable bitcoin-centric additions to its portfolio holdings, including Strategy Inc's STRD preferred shares, in two of its flagship investment vehicles.
Virginia Lawmaker Proposes Strategic Bitcoin Reserve Fund
A Virginia state senator has introduced legislation to establish a cryptocurrency reserve fund, positioning the Commonwealth among a growing number of states exploring digital assets as part of their financial strategy.
Strategy Adds 22,305 Bitcoin in $2.13 Billion Purchase
(updated )Strategy has continued its aggressive bitcoin accumulation strategy with the acquisition of 22,305 BTC for approximately $2.13 billion, the company announced Monday. The purchase was made at an average price of $95,284 per bitcoin.
Corporate Bitcoin Accumulation: This Week's Top Five Buyers
Corporate Bitcoin treasuries continued their accumulation strategies this week, with five companies adding a combined 460 BTC to their holdings.
Tennessee and Oklahoma Introduce New Strategic Bitcoin Investment Bills
(updated )Two state legislatures have introduced strategic bitcoin reserve legislation, with Tennessee's HB1695 and Oklahoma's SB1985 representing fresh approaches to integrating digital assets into public pension and treasury management.
1.7 Million BTC: Bitcoin Treasury Investors Expect Record Accumulation in 2026
Over 30% of BitcoinTreasuries.net users expect public companies to buy 700,000 BTC in 2026. January may mark a turning point for Bitcoin treasury sentiment, as our BitcoinTreasuries.net 2026 Audience Survey reveals that investors are expecting aggressive accumulation, broader adoption of "digital cr...
Strategy Director Carl Rickertsen Buys $779,395 Worth of MSTR Shares
(updated )Strategy board member Carl Rickertsen has purchased 5,000 shares of the company’s Class A common stock, investing $779,395 in an open-market transaction, according to a Form 4 filed with the U.S. Securities and Exchange Commission.
Strategy Buys More Bitcoin, Total Holdings Top 687K BTC
(updated )Bitcoin treasury firm Strategy said Monday it acquired 13,627 additional bitcoins, spending about $1.25 billion on the latest tranche of the digital currency as part of its ongoing accumulation strategy.
The mNAV Trap: Why 70% Discounts Aren't Bargains
(updated )This piece is excerpted from today's BitcoinTreasuries.NET newsletter. Companies trading at 0.50x to 0.90x mNAV look like compelling opportunities — theoretically offering Bitcoin at 10% to 50% discounts to spot prices.
Exodus Wallet’s BTC Holdings Declined in December
Exodus, a self-custodial cryptocurrency platform, reported a notable decline in its corporate treasury Bitcoin holdings for December 2025, according to a treasury update and monthly metrics report released on January 8.
Strategy Buys 1,287 Bitcoin, Raising Total Holdings to 673,783 BTC
Strategy disclosed it has purchased an additional 1,287 bitcoin, continuing its steady accumulation strategy and reinforcing its position as the world’s largest corporate holder of the cryptocurrency.
Strategy Leads December 2025 Bitcoin Buying
(updated )Public companies added 30,000 BTC in December 2025, worth approximately $2.6 billion at month-end prices.
Sberbank Issues Its First-Ever Crypto Loan to Russian Bitcoin Miner
Russia’s second-biggest bank, Sberbank, has launched a pilot program providing a corporate loan secured by cryptocurrency, marking a notable step in the integration of digital assets into the country’s traditional financial system.
Year-End Bitcoin Treasury Scoreboard: 2025's Winners, Losers, and Surprises
(updated )The Bitcoin treasury sector entered 2025 with approximately 750,000 BTC across public companies and will end the year holding over 1,085,000 BTC — a net addition of more than 300,000 coins. That represents the largest single-year corporate accumulation in Bitcoin's history.
Strategy Bought More Than 225,000 Bitcoin This Year
Michael Saylor's Strategy has bought more than 225,000 BTC since the start of 2025, securing its position as the world's biggest bitcoin treasury company.
GameStop Hasn't Sold Any of Its Bitcoin, Q3 Earnings Show
GameStop continues to HODL. The video game retail company reported no changes to its bitcoin holdings earlier this week as part of its Q3 earnings report.
Twenty One Capital (XXI) Trades At $11 After Bitcoin Treasury NYSE Debut
(updated )Twenty One Capital (XXI), the bitcoin treasury company co-founded by Jack Mallers, is trading at $11 after its Tuesday debut on the New York Stock Exchange.
Why mNAV Undervalues Operating Bitcoin Treasury Companies and is holding them back
Roy Kashi is CEO at FalconEdge, a public UK company on the Aquis exchange, that deploys a “Bitcoin Treasury 2.0” model, using advisory cash flows to build and actively yield‑manage its BTC balance sheet rather than treating it as a static holding