4 hours ago
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Key Takeaways
- Strategy holds about 79% of treasury BTC.
- It bought 584 BTC in two weeks.
- Strive disclosed 6,133 BTC over that stretch.
- MSTR fell 9.6% on MSCI’s rule.
Galaxy Research’s Chart of the Week counts at least 1.073 million BTC in Bitcoin treasury companies, with 848,500 at Strategy and about 120,000 at Metaplanet, Twenty One and Strive combined. By our arithmetic that puts Strategy at about 79% of the total, and the share could be lower: Galaxy’s total is a floor, and roughly 104,500 BTC sit with companies it doesn’t name. Strategy’s own October 12 filing shows 848,250 BTC as of October 11, a 250-coin gap that is probably rounding in Galaxy’s figure.
Strive out-bought Strategy
The stack is Strategy’s, but the buying lately has been Strive’s. Strategy’s last two weekly updates...
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