Bitcoin News Today: Institutions Slow Bitcoin Buying as Strategy Balances Bullish Vision With Market Doubts

Institutions have maintained control over more than 11% of all Bitcoin holdings, a key indicator of institutional adoption and long-term confidence in the cryptocurrency. Recent data highlights continued, albeit slowing, Bitcoin acquisitions by some of the most prominent institutional investors, including Michael Saylor’s Strategy. As of the latest filings, the company holds 636,505 BTC, acquired for approximately $46.95 billion at an average price of $73,765 per coin.

According to a filing with the US Securities and Exchange Commission, Strategy purchased 4,048 Bitcoin between August 25 and August 31 for $449.3 million, with an average price of $110,981 per BTC [1]. The purchase marked one of the largest single transactions in August, as Bitcoin fluctuated between $108,000 and $113,000. The acquisition was made using proceeds from the company’s at-the-market equity offerings, which Saylor has previously described as central to Strategy’s “Bitcoin defense department.”

The latest purchase was part of a broader, but reduced, Bitcoin acquisition strategy for the month of August. Alongside the 4,048 BTC buy, Strategy also acquired 3,081 BTC in another transaction, with smaller purchases of 430 BTC and 155 BTC recorded as well [1]. Altogether, the company added 7,714 BTC to its holdings in August, a sharp decline from the 31,466 BTC it purchased in July. This slowing pace of purchases has raised questions among investors about the company’s long-term Bitcoin strategy.

Market observers are closely watching the trend, particularly as Strategy’s stock price has declined by 16% since reporting a record $10 billion net income in the second quarter of 2025 [1]. The drop in MSTR shares has led to mixed investor sentiment, with some maintaining a bullish outlook on the company’s Bitcoin strategy and others expressing skepticism about its near-term performance. The decline has also been accompanied by growing concerns about the company’s ability to sustain its recent dividend increases, including a 10% boost in the STRC dividend.

The broader institutional interest in Bitcoin remains strong, with Strategy’s actions reflecting a long-term commitment to the asset class despite short-term volatility. However, the company’s stock performance and recent strategic decisions have led to increasing scrutiny from the investment community [1]. Some analysts argue that while Bitcoin’s role as a store of value continues to gain traction among institutional investors, the ability to balance crypto exposure with traditional financial obligations remains a key challenge for companies like Strategy.