Strategy accounts for 76% of corporate Bitcoin holdings as treasury demand fades

Bitcoin (BTC) is facing a major shift in demand from companies in the first quarter of 2026, with Strategy (MSTR) adding more than 45,000 BTC to its balance sheet, while corporate activity remains muted. Strategy bought 45,000 BTC over the past 30 days, bringing total holdings to 762,099 BTC.Bitcoin treasury purchases from companies, excluding Strategy, have crashed by… Bitcoin (BTC) is facing a major shift in demand from companies in the first quarter of 2026, with Strategy (MSTR) adding more than 45,000 BTC to its balance sheet, while corporate activity remains muted. Strategy bought 45,000 BTC over the past 30 days, bringing total holdings to 762,099 BTC.Bitcoin treasury purchases from companies, excluding Strategy, have crashed by 99% from peak levels.Bitcoin treasury concentration has reached extreme levels, with Strategy accounting for 76% of total corporate holdings.Bitcoin extends its sell-off toward $66,000 on Friday as the Iran war weighs on risk assets.Bitcoin (BTC) is facing a major shift in demand from companies in the… For traders, releases like this can quickly shift rate expectations, currency direction, index futures and broad risk sentiment. Watch the next move in the dollar, front-end yields and index futures to see whether the market prices this release as a true surprise or only a passing headline.