The bitcoin corporate adoption world is increasingly dominated by a single player — Strategy — even as adoption among smaller firms continues to grow.
The following is a list of BitcoinTreasuries.net’s More than 90% net of new Bitcoin purchases made by corporates last month were attributed to the January 2026 Report on Corporate Adoption Strategy, highlighting its huge influence.
The January Strategy acquire The balance of the company was 712 647 BTC at the end of this month, a stunning amount.
The report states that these purchases represented 93% gross buying by public companies and 97.5% net sales after additions, restoring the sector’s accumulation levels to those last seen in late summer.
According to the report, public companies now collectively hold approximately 1.13 millions BTC. Strategy is responsible for almost two thirds of this total.
The management of Strategy continues to link its BTC accumulation with a long-term treasury strategy. In the Q4 2020 disclosure, it outlined an eight-year strategy that projected a 2.5x rise in Bitcoins per share between 2025 and 2032.
Strategy targets 492,000 BTC per share under an aggressive scenario that assumes a Bitcoin return of 14 percent annually. More conservative projections suggest a steady increase in exposure per share, positioning Strategy to be both a major holder of BTC and an intentional duration wager on BTC.
Strategy was published earlier in the week. said In the prior week, they purchased 1142 bitcoins.
Credit digital is on the rise
Under the surface of headlines about accumulation, there is a whole new financing layer. BitcoinTreasuries.net’s digital credit dashboard tracks preferred shares and hybrid instruments that straddle equity and debt.
Strategy on its own STRCSTRD, STRF and STRK are the dominant products in this market, along with Strive, STRE and Metaplanet.
The yields vary from Metaplanet’s MERCURY at around 4.9% to Strategy’s STRC in the low teens. Strive’s SATA.
The core group of bitcoin purchasers
Market leaders are no longer the only ones who define corporate Bitcoin. According to a report, among 194 companies that hold Bitcoin, approximately one third have added at least 1 BTC daily on average ever since they adopted a treasury policy.
Twenty firms are now accumulating 10 BTC or more per day. The Treasury focused companies are still leading, adding 357 BTC on average per day for more than 5 years. Twenty One Capital Bitcoin Strategy Treasury Company
Mining companies also contribute significantly, holding around 124,833 BTC — about 11% of total public-company holdings — led by MARA, Riot, Hut 8, and CleanSpark.
Riot Bitdeer reduced their balances in January and the mining sector suffered a loss of 290.9 BTC.
New entrants, tighter concentration
Despite market volatility, new corporate BTC buyers keep emerging. Since October 2025, BitcoinTreasuries.net added 21 new treasuries across South Korea, the U.S., China, Japan, and Canada, contributing roughly 880 BTC — about 3% of non-Strategy purchases — signaling growing adoption.
While ownership concentration increases, it is due to the fact that the top balance sheet purchasers now hold a larger share of BTC for corporate purposes, while more and smaller companies are holding a lesser amount.
You can also find out more about the following: “treasury trade” The market is experiencing a pullback, which will put the cryptocurrency to a test. BTC dipped below $65,000 in early February, sending treasury-centric stocks down 30–35%.
Since early 2025, the total amount of tracked BTC held by corporations, ETFs and government institutions has exceeded 4,08,000,000 BTC. Treasury holdings for public companies have grown from 620,000 BTC. to 1.15,000,000 BTC.
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Source: bitcoinmagazine.com
