Bitcoin News Today: Corporate Bitcoin Holdings Surpass Annual Supply as Strategy Inc. Drives Institutional Buy-In


Michael Saylor's StrategyMSTR-- Inc., the largest corporate holder of BitcoinBTC--, has resumed its aggressive Bitcoin accumulation strategy, purchasing an additional 220 BTCBTC-- at an average price of $123,561 per coin, totaling $27.2 million in the latest acquisition [2]. This brings the company's total Bitcoin holdings to 640,250 BTC, valued at approximately $79 billion, solidifying its position as a dominant force in institutional Bitcoin adoption. The purchase was funded by the sale of shares in its STRF, STRD, and STRKSTRK-- preferred stock offerings, raising $19.8 million, $5.8 million, and $1.7 million respectively [2].

The move follows a brief pause in Strategy's weekly Bitcoin buys, which had previously been a hallmark of its treasury strategy. Saylor hinted at the purchase on October 12, 2025, via social media, signaling renewed institutional confidence in Bitcoin amid market turbulence [2]. This comes as Bitcoin (BTC) stabilizes near the $115,000 level, with institutional demand acting as a counterbalance to short-term retail volatility [1].
Strategy's latest acquisition aligns with broader institutional buying trends. Marathon Digital Holdings (MARA) added 400 BTC ($46.3 million) through FalconX, pushing its total holdings to 52,850 BTC ($6.12 billion), while the London-based Smarter Web Company continued its "10-Year Plan" to accumulate Bitcoin, now holding 2,650 BTC [1]. These moves reflect a strategic shift by corporations to treat Bitcoin as a core treasury asset, with public company holdings surpassing 725,000 BTC in 2025-exceeding the annual Bitcoin issuance of 164,250 BTC [6].
Bitcoin's price action suggests a delicate balance between bullish and bearish forces. On-chain data indicates strong bid support near $115,000, with order book walls totaling over $1 million in liquidity at key levels [1]. While the 9-day and 20-day exponential moving averages (EMAs) are flattening, and the MACD histogram is contracting, the Relative Strength Index (RSI) has moved out of oversold territory, hinting at potential upside momentum [1]. Analysts note that sustained buying pressure above $117,000 could trigger a broader bullish reversal, while a breakdown below $112,500 risks further consolidation [1].
The contrast between institutional and retail sentiment remains pronounced. While trading indicators suggest market consolidation, corporate entities like Strategy and MARA continue to "buy the dip," leveraging macro support zones and long-term price appreciation [1]. Saylor's strategy of weekly purchases, often timed with market dips, has historically preceded price rallies, reinforcing the perception of institutional front-running [4].
Strategy's resumption of Bitcoin buys underscores the growing normalization of digital assets in corporate treasuries. With $4.2 billion in remaining ATM (at-the-market) issuance capacity across its preferred stock programs , the company is well-positioned to continue its accumulation, potentially influencing broader market dynamics. As Bitcoin's institutional share of supply rises-now at 13.9% (7.8% in funds/ETFs and 6.2% in corporate holdings) [5]-the cryptocurrency's role as a strategic reserve asset appears increasingly entrenched.
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