$BTC I saw asset management firm Strive increase its Bitcoin holdings at an average price of $79,431, with an investment size of about $143 million. To me, this looks like a clear signal that corporate financial reserves are flowing back into Bitcoin: institutional allocation demand is picking up, and Bitcoin is being put back on the table as a corporate treasury reserve. But the average buy-in price isn’t low, and adding at higher levels still means facing the risk of volatility. So I’ll read this as confirmation of a return in demand, not a guarantee that the risks are gone. The reserve funds are back—discipline in position management must not slip.
