#Strategy增持950枚BTC
Public companies restart buying coins, but the logic has changed. Strategy bought 950 BTC (total holdings 846,000), Strive increased its position by 1,355; BitMine, meanwhile, made a major purchase of 27,562 ETH (total holdings 5.98 million, with 5.07 million already staked).
The significance of a single buy is limited; the key is whether the treasury company can form a directional inflow together with ETF funds. If both forces accumulate positions in the same direction, the amount of tradable supply in the market will gradually decrease—this effect needs time to build up.
The current risk is this: after the price rises, can the treasury company maintain its pace? Strategy’s buy size has fallen sharply from several thousand coins to 950, showing clear slowdown. BitMine continues to add, but its approach mainly relies on staking and earning yield, which differs from simply holding spot coins.
Do not mistake a single position-increase for a bullish signal and chase the price blindly. The real signal is sustainability—whether it can keep buying in the same direction as the ETFs for several consecutive weeks. At this stage, observing is more important than betting. How long can this treasury buy pressure last?$BTC
Public companies restart buying coins, but the logic has changed. Strategy bought 950 BTC (total holdings 846,000), Strive increased its position by 1,355; BitMine, meanwhile, made a major purchase of 27,562 ETH (total holdings 5.98 million, with 5.07 million already staked).
The significance of a single buy is limited; the key is whether the treasury company can form a directional inflow together with ETF funds. If both forces accumulate positions in the same direction, the amount of tradable supply in the market will gradually decrease—this effect needs time to build up.
The current risk is this: after the price rises, can the treasury company maintain its pace? Strategy’s buy size has fallen sharply from several thousand coins to 950, showing clear slowdown. BitMine continues to add, but its approach mainly relies on staking and earning yield, which differs from simply holding spot coins.
Do not mistake a single position-increase for a bullish signal and chase the price blindly. The real signal is sustainability—whether it can keep buying in the same direction as the ETFs for several consecutive weeks. At this stage, observing is more important than betting. How long can this treasury buy pressure last?$BTC