economy
Strategy is accelerating its crypto purchases as rivals sit on the sidelines
Demand for bitcoin as a corporate treasury asset is once again concentrated in Michael Saylor's Strategy as the company steps up its bitcoin buying pace.
TL;DR
- Strategy is accelerating its Bitcoin purchases, buying at its fastest pace in almost a year.
- Corporate treasury Bitcoin buying has decreased by 99% from its August 2025 high, with Strategy being the primary accumulator.
- Strategy purchased approximately 45,000 BTC in the last 30 days, while other companies bought only 1,000 BTC.
- Strategy holds about 65% of the Bitcoin held by public companies.
- Michael Saylor downplayed concentration risk, citing Bitcoin's liquidity and decentralization.
- Other demand sources for Bitcoin include ETFs, retail investors, and miners.