#美国贸易赤字状况 🏦【Bitcoin Accumulation Firm Adds More Positions: The Underlying Logic Worth Considering】

Strive's recent actions have attracted quite a bit of attention:
👉 From January 1 to 12, 2026
👉 Averaged $91,561 per BTC to buy 123 BTC

Now, the data stands as follows:
◆ Total holdings: approximately 7,750 BTC
◆ Total value of holdings: about $723 million
◆ Average acquisition cost: approximately $112,810 per BTC

What can these numbers reflect?

**First Perspective: This is not short-term speculation**

Continuing to invest before the price returns to its cost line makes the logic clear—these people don’t care about daily fluctuations. They are thinking in terms of 5 or 10 years of asset reserve, not just next year’s paper gains. This approach, frankly, is voting with money: I believe in Bitcoin’s long-term value.

**Second Perspective: Institutions are playing a chip game, not an emotional game**

What are retail investors doing when discussing price rises and falls in groups? Meanwhile, these companies are continuously accumulating—exchanging time for probability. They see market volatility clearly, but they are betting on an upward cycle overall, not just tomorrow’s trend.

**Two-sided observations on the market ecosystem**

✅ Positive signals
- Reinforces the perception that "Bitcoin = corporate financial tool," making this story increasingly real
- These large institutions keep accumulating, reducing circulating supply in the market, which naturally lowers long-term selling pressure
- Provides psychological support for investors who are optimistic but unable to hold

⚠️ Areas that require clarity
- Corporate buying does not mean the price will skyrocket tomorrow; don’t be led by signals
- If macro conditions worsen (e.g., liquidity suddenly tightens), these paper values will also shrink, so it’s not an absolute safe bet

**My understanding**

The true bottom is never when retail investors are crying and selling in panic. The real bottom is when, in places you can’t see, institutions are quietly building positions.

Prices will go up and down, fluctuate repeatedly—that’s normal. But when more and more companies clearly write Bitcoin into their balance sheets, treating it as a reserve asset like cash or gold, then Bitcoin’s true "floor" can be established. That is not determined by price but built on consensus.