#密码资产动态追踪 🏦【Bitcoin Corporate Holdings Continue to Increase, What Signals Are Institutions Sending?】

A well-known Bitcoin treasury company’s recent actions are worth noting. In early January 2026, this company increased its holdings by 123 BTC at an average price of $91,561. Currently, the total holdings have reached approximately 7,750 BTC, with a book value close to $723 million, and an average cost basis of about $112,810 per BTC.

Why is this worth discussing? The key detail is—companies are still buying even when the price is below their average cost.

What does this indicate? First, this is not a short-term speculation. The core logic of treasury management is to view Bitcoin as a long-term asset allocation, rather than obsessing over monthly unrealized losses. Second, when the market is filled with panic and downward pressure from shorts, institutions continue to add to their positions—that is, they are trading time for certainty and accumulating chips to gain future influence.

【What does this mean for the market?】

The positive signals are clear. The narrative of corporate reserve assets will become stronger because there is ongoing real capital support. More importantly, this kind of absorption of circulating chips can significantly reduce the risk of future selling pressure in the long run. For funds optimistic about the medium- and long-term prospects, such actions can also provide a psychological anchor of certainty.

But we should also be rational—an increase in corporate holdings does not mean the price will immediately skyrocket in the short term. If macroeconomic conditions suddenly tighten, the pressure on book value is an objective reality.

【My opinion】

The true bottom is never the moment when retail investors panic and sell in fear. Instead, it’s when more and more companies quietly start building positions and include Bitcoin in their balance sheets—that’s the real bottom signal. Prices will continue to fluctuate, but from an asset allocation perspective, Bitcoin’s underlying value will only become more solid.