📰 Public companies are starting to buy BTC again. As of 8:00 a.m. Eastern Time on September 21, the prior week saw global listed companies (excluding mining companies) shift from net selling to net buying BTC. The net buying amount for the week reached $183 million.

🔥 Strategy returned to the market after two weeks, spending about $75.7 million to buy 950 BTC, bringing its total holdings up to 846,000 BTC. Strive made an even bigger move: last week it invested about $108 million to buy 1,355 BTC, bringing total holdings to about 264,000 BTC.

💡 However, not all companies are adding to their positions. The Japanese listed company Metaplanet has not purchased any BTC for 10 consecutive weeks; Bitmine only added 1 BTC, and currently holds 212 BTC. Honestly, this kind of divergence feels more real than “everyone rushes in together.”

👀 The global listed companies included in the statistics currently hold a total of 1.1561 million BTC, up 2.67% from the previous week. That corresponds to a market value of about $98.65 billion, or 5.8% of BTC’s circulating market value. With company funds switching back to net buying, it suggests that at least some large players are willing to put money back in again.

🤔 If Strategy continues to increase its holdings consecutively from here, would you treat it as a new signal of company-led buying demand, or just as a routine top-up?

#BTC #Strategy #上市公司 #加密市场