Markets· ★★★· neutral·

Analysts expect corporate bitcoin buying to resume in late 2026

  • —Strategy added 1,666 BTC in Q3, down from 83,901 BTC in Q2
  • —Other public companies added 5,617 BTC versus 45,725 the prior quarter
  • —About a dozen firms fully sold their reserves after premiums evaporated
  • —Spot bitcoin ETFs drew $6.4 billion in net inflows in Q3
Why it matters: Corporate treasuries were price-insensitive demand; their retreat leaves the market more reliant on ETFs and macro conditions.
#BTC
Source: CryptoHamster
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