Strategy and Strive bought a total of about $183 million worth of BTC last week, right as BTC broke above $86,000.
This means the two companies’ newly added positions have returned to the profit-making range. PANews reports that Strategy bought 950 BTC at an average price of $79,670, bringing its holdings back to 846,000 BTC; Strive bought 1,355 BTC at an average price of $79,475, with its holdings rising to 26,355 BTC.
More notably, corporate demand for buying BTC has not returned to the peak levels seen in 2025. PANews reports that over the past three months, listed companies only added about 5,900 BTC, far below the 89,000 BTC added in a single month in July. Now, on one side, BTC has rebounded and the books have been repaired; on the other, buying pressure has clearly contracted. Which do you care more about: whether BTC can hold above $85,000 in trading, or whether the narrative of “companies buying BTC” will continue to heat up?
Figure 1: Strategy and Strive add to their BTC positions · Source: partial screenshot of the page
Image source: https://www.panewslab.com/zh/articles/01a0c7fe-6a0f-72c0-9b6f-2b0c13fea357
This means the two companies’ newly added positions have returned to the profit-making range. PANews reports that Strategy bought 950 BTC at an average price of $79,670, bringing its holdings back to 846,000 BTC; Strive bought 1,355 BTC at an average price of $79,475, with its holdings rising to 26,355 BTC.
More notably, corporate demand for buying BTC has not returned to the peak levels seen in 2025. PANews reports that over the past three months, listed companies only added about 5,900 BTC, far below the 89,000 BTC added in a single month in July. Now, on one side, BTC has rebounded and the books have been repaired; on the other, buying pressure has clearly contracted. Which do you care more about: whether BTC can hold above $85,000 in trading, or whether the narrative of “companies buying BTC” will continue to heat up?
Figure 1: Strategy and Strive add to their BTC positions · Source: partial screenshot of the page
Image source: https://www.panewslab.com/zh/articles/01a0c7fe-6a0f-72c0-9b6f-2b0c13fea357
