Bitcoin News Today: "Corporate Bitcoin Treasuries Surge as Strategy Inc. Claims 3% of Total Supply"

Strategy Inc. (MSTR.US) has significantly increased its Bitcoin holdings by 4,048 BTC, adding to its growing influence in the corporate Bitcoin treasury landscape. According to CoinGecko's latest data, Strategy Inc. now holds 636,505 BTC, which accounts for 3.031% of the total supply and is valued at approximately $70.7 billion. This surge reflects a broader trend among corporations to allocate portions of their treasury reserves into Bitcoin as a hedge against traditional market volatility and a store of value [1].

The recent acquisition comes amid a shifting economic landscape, where institutional demand for Bitcoin continues to grow. The U.S. government remains the largest single holder of Bitcoin with 198,022 BTC, followed closely by China with 190,000 BTC. These holdings are primarily attributed to law enforcement seizures and confiscations rather than direct purchases. The United Kingdom also holds a significant amount of Bitcoin, but with plans to liquidate a portion of its holdings, its position could weaken in the near term [2].

Strategy Inc.'s aggressive Bitcoin purchases are not an isolated move. Companies like MicroStrategy, Tesla, and others have been building Bitcoin treasuries over the past several years, with the rationale that Bitcoin functions as a digital equivalent to gold. This strategy is particularly appealing in an environment of rising U.S. debt and a depreciating dollar. For instance, Bitwise Asset Management has projected that Bitcoin could reach $1.3 million by 2035, citing macroeconomic factors as key drivers [3].

Bitcoin’s price trajectory remains a topic of debate among industry experts and investors. While some, like pseudonymous analyst PlanC, argue for a "slow-grind" approach—where Bitcoin steadily appreciates over the next seven years without dramatic surges—others, such as Samson Mow of Jan3, predict a more explosive move. Mow suggested the potential for an "omega candle," a term referring to a single-day price surge of over $100,000, pushing Bitcoin toward the $1 million milestone [1].

Despite bullish forecasts, there are growing concerns about the risks associated with corporate and institutional Bitcoin treasuries. Swyftx lead analyst Pav Hundal highlighted that many treasury buyers are leveraging credit to finance their Bitcoin acquisitions. In the event of widening credit spreads or rising risk premiums, even strong hands could be forced to sell, introducing new volatility into the market [1]. This dynamic underscores the complex interplay between Bitcoin’s long-term value proposition and the traditional financial system’s liquidity constraints.

Meanwhile, the role of governments as major Bitcoin holders is also gaining prominence. The U.S. and China hold the largest government-controlled Bitcoin reserves, with the U.S. primarily accumulating Bitcoin through high-profile law enforcement actions. China, despite its strict regulatory stance, has retained a significant portion of Bitcoin from confiscations and past mining operations. These reserves, however, are not always transparently disclosed, making it difficult to accurately assess the full extent of national Bitcoin holdings [4].

The increasing institutional and governmental adoption of Bitcoin highlights a fundamental shift in how traditional financial actors view digital assets. While Bitcoin remains a speculative and volatile asset, its growing role in corporate treasuries and government portfolios signals a broader acceptance of its value as a reserve asset. As corporate and government stakeholders continue to adjust their strategies in response to macroeconomic conditions, the trajectory of Bitcoin’s price and adoption will likely remain closely watched by investors and policymakers alike.

Source:

[1] title1 (https://www.mitrade.com/insights/news/live-news/article-3-1088103-20250902)

[2] title2 (https://finance.yahoo.com/news/nations-hold-lot-bitcoin-aren-123000381.html)

[3] title3 (https://www.coingecko.com/en/treasuries/bitcoin)

[4] title4 (https://www.visualcapitalist.com/which-governments-hold-the-most-bitcoin-in-2025/)