Strategy and Strive spent $182.7 million on Bitcoin, breaking the $86,000 mark.
On Monday, Strategy and Strive disclosed that as the price of Bitcoin soared above $86,000, the two companies had purchased a total of 2,305 bitcoins, with a total cost of $182.7 million.
Major purchases and market dynamics
Strategy disclosed in a recent filing that it acquired 950 bitcoins for US$75.7 million last week, its first major purchase since August. At the same time, Strive confirmed it had acquired 1,355 bitcoins and spent $107.7 million to further strengthen its holdings.
These large-scale investments coincide with Bitcoin's latest round of gains. The cryptocurrency hit US$86,282 earlier in the day and stabilized around US$86,008, up 6% from the previous trading day.
As listed companies, Strategy and Strive have been prominent participants in corporate hoarding of Bitcoin. After a 10-week pause period to focus on stock buybacks and cash reserves, Strategy resumed Bitcoin purchases at the end of August and has accumulated nearly $370 million in Bitcoin assets in recent weeks.
With Bitcoin trading prices above $86,000, Strategy and Strive purchased 2,305 bitcoins together for $182.7 million. This is Strategy's first purchase since August, and Strive continues to maintain a weekly buying pace.
Strategy's Treasury Management and Share Repurchase Activities
作为全球最大的企业比特币持有者,Strategy目前拥有846,000枚比特币,按当前价格计算价值约为727亿美元。除了收购比特币外,Strategy还完成了1.74亿美元的STRC永续优先股回购计划。此前,这项股份回购举措曾一度暂停了该公司今年的比特币购买活动。
尽管创始人兼董事长迈克尔·塞勒(Michael Saylor)秉持着“永不卖出你的比特币”的著名理念,但Strategy偶尔也会出售少量比特币持仓,通常用于管理运营、偿还债务或为股票回购提供资金。
近几个月来,尤其是在8月下旬重新开始购买后,该公司的重心已重新转向加强其加密资产国库。
Strive的持续积累与企业排名
Strive保持了每周购买比特币的一致模式,逐渐在持有该数字资产的上市企业中攀升排名。目前其持仓量已达到26,355枚比特币,价值约22亿美元,使其成为第五大企业比特币持有者。
周一,Strategy的股票(NASDAQ: MSTR)上涨8%,而Strive(NASDAQ: ASST)的交易价格虽略有下跌,但近期已突破每股30美元,表现优于大多数华尔街分析师的目标价位。
总体而言,比特币国库型企业在2026年面临严峻挑战。包括Satsuma、Smarter Web Company、Sequans、Nakamoto和Empery Digital在内的几家公司被迫出售部分持仓,以应对债务、支持运营或融资股票回购。由于股价下跌,一些公司甚至转型涉足人工智能基础设施等新业务领域。
更广泛的市场发展与模因代币动态
周一比特币价格的飙升,紧随美联储上周决定加息以及国会中关键加密立法《清晰度法案》(Clarity Act)陷入停滞之后。然而,这些发展并未削弱投资者的情绪。尽管目前处于反弹行情,但比特币价格仍比10月份创下的126,080美元的历史高点低逾30%。
在市场参与者应对剧烈价格波动之际,关注点也转向了模因代币活动和投资者策略。在模因代币市场中,一个网络趋势可能在几天内转化为数百万美元的关注度。根据Fomo App分享的数据,一笔涉及“Niu Lai”的交易脱颖而出,该交易将初始99美元的投资增值至约370,000美元,成为这一现象的显著案例。在这一市场中,追踪价格以及投资者的时机选择和代币选择至关重要。Fomo App将代币发现与交易整合在单一平台上,特色功能包括社交动态流、投资者排行榜和交易通知。

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