Bitcoin News Today:

Michael Saylor’s Strategy Inc. announced Monday the acquisition of 1,955 Bitcoin (BTC) for $217.4 million, bringing its total holdings to 638,460 BTC, valued at approximately $71.5 billion at current prices. This move solidifies Strategy’s position as the largest public corporate Bitcoin holder globally. The purchase was funded through an at-the-market offering, which generated $200.5 million in net proceeds from the sale of 591,606 common shares and an additional $16.9 million from preferred stock sales between September 2 and September 7. This latest acquisition has generated a year-to-date yield of 25.8% for shareholders as of 2025, according to the company’s Form 8-K filing [1].

The timing of Strategy’s purchase followed its exclusion from the S&P 500 index, an outcome that coincided with a 3% drop in the company’s stock price in after-hours trading on Friday. In contrast, Robinhood, which was selected for inclusion in the index, saw its stock rise 7%. Analysts at QCP Capital remarked that Bitcoin’s ability to maintain levels above $110,000 in the wake of Strategy’s omission from the S&P 500 demonstrates a degree of market resilience [1].

Bitcoin’s price action has shown signs of consolidation in recent weeks, hovering around $112,000 as of CoinGecko’s data. This relatively flat movement is attributed to institutional profit-taking and weak ETF inflows, according to crypto analyst Rachael Lucas of BTC Markets. Lucas also noted that the market had already priced in potential U.S. Federal Reserve rate easing, which limits the upward impetus typically associated with such monetary policy shifts [2].

Despite the subdued price movement, corporate and institutional demand for Bitcoin has continued. Japan’s Metaplanet Inc. added 136 BTC for $15.2 million, bringing its total holdings to 20,136 BTC. Meanwhile, El Salvador continued its Bitcoin accumulation strategy, purchasing 21 BTC on the fourth anniversary of its Bitcoin legal tender law. El Salvador’s Bitcoin reserves now stand at 6,313.18 BTC, valued at roughly $702 million [5].

The broader market environment is marked by a tug-of-war between bullish and bearish forces. While Bitcoin whales have offloaded a record $12.7 billion worth of BTC over the past month, pushing prices below $108,000 at times, institutional buying has provided a counterbalance. Nick Ruck of LVRG Research emphasized that this divergence suggests that whale activity may cap near-term price momentum, but long-term demand from corporate and ETF-driven sources remains a stabilizing factor [4]. Analysts are advised to monitor whether institutional buyers can outpace the selling pressure, particularly as the Federal Reserve prepares to announce its September rate decision on September 17 [4].

Bitcoin’s market structure is currently characterized by a tight trading range between $110,000 and $111,000. Analysts are watching for key support and resistance levels to gauge whether the asset can retest previous highs. The CME FedWatch Tool indicates a 100% probability of a rate cut, with a 10% chance of a 50-basis-point reduction. Vincent Liu of Kronos Research noted that a Fed rate cut could reflect economic weakness and that, without stronger ETF inflows or liquidity expansion, a breakout above $120,000 remains challenging [2].

Source: [1] Strategy Buys $217 Million More In Bitcoin After S&P 500 Snub (https://finance.yahoo.com/news/strategy-buys-217-million-more-130656042.html) [2] Bitcoin stalls around $110000; Fed rate cut may not spark ... (https://www.theblock.co/post/369743/bitcoin-rate-cut-may-not-spark-rally) [3] If selling $2 billion crashes the BTC price, why doesn't ... (https://cryptoslate.com/if-selling-2-billion-crashes-the-btc-price-why-doesnt-buying-83b-send-it-to-space/) [4] Bitcoin Whales Dump $12.7B In Largest Selloff Since 2022 (https://cointelegraph.com/news/bitcoin-whales-dumped-115000-btc-largest-selloff-since-mid-2022) [5] El Salvador, Metaplanet, and Strategy Stockpile Bitcoin ... (https://www.ccn.com/news/crypto/el-salvador-metaplanet-strategy-stockpile-bitcoin-pivotal-week/)