IG24

STRATEGY — 2,305 BTC added. But the real signal isn’t the number. It’s the conviction behind it. This week, Strategy and Strive collectively added 2,305 BTC. • Strategy: +950 BTC at an average purchase price of about $79,670, taking its holdings to 846,000 BTC. • Strive: +1,355 BTC at an average purchase price of about $79,475, bringing its holdings to 26,355 BTC. The timing is what makes this interesting. Bitcoin pushed toward $87K, then pulled back toward the $84K area, leaving the market caught between momentum and uncertainty. So the bigger story isn’t simply: “2,305 BTC bought.” It’s this: Corporate accumulation is continuing while the market is still debating direction. If BTC absorbs the selling around the mid-$80Ks and starts reclaiming higher levels, these purchases become another piece of the broader accumulation narrative. But if support breaks, the market faces a much harder question: How much conviction remains when the chart stops looking comfortable? Strategy alone now holds 846,000 BTC, making its Bitcoin position one of the largest corporate exposures in the market. The real battle may not be between bulls and bears anymore. It may be between conviction and volatility. And if institutions are willing to keep accumulating through uncertainty, the difficult question is: Are they positioning for the next structural Bitcoin move, or simply accepting more risk than the market is ready to price in? #StrategyStriveAdd2305BitcoinThisWeek