{"id":70318,"date":"2026-03-27T23:29:58","date_gmt":"2026-03-27T23:29:58","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/cryptoquant-crypto-news-bitcoin-news\/"},"modified":"2026-03-27T23:29:58","modified_gmt":"2026-03-27T23:29:58","slug":"cryptoquant-crypto-news-bitcoin-news","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/cryptoquant-crypto-news-bitcoin-news\/","title":{"rendered":"Cryptoquant \u2013 Crypto News Bitcoin News"},"content":{"rendered":"

(Originally posted on : Bitcoin News )<\/b>
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Cryptoquant Says Bitcoin<\/span> Treasury Summer Is Over Outside Strategy<\/h2>\n

The data reveals a stark split in the corporate bitcoin<\/span> market. Strategy<\/a>\u2018s buying represents its highest 30-day purchase volume<\/span> since April 2025. Every other publicly traded company holding bitcoin<\/span> in treasury has, by comparison, nearly stopped buying.<\/p>\n

Cryptoquant<\/a> researchers tracked the collapse in detail. Non-Strategy treasury companies purchased a combined 1,000 BTC<\/span> in the last 30 days\u2014a 99% decline from the August 2025 peak of 69,000 BTC<\/span>. Their share of total corporate bitcoin<\/span> purchases has fallen to 2%, down from 95% in October 2024.<\/p>\n

Participation breadth has also narrowed. Companies outside Strategy made 13 separate bitcoin<\/a> purchases over the past 30 days. At the height of what Cryptoquant called \u201c Bitcoin<\/span> Treasury Summer\u201d in August 2025, that figure stood at 54. The number of active buyers has dropped by 76%.<\/p>\n

Strategy\u2019s buying cadence, by contrast, has stayed steady. The company has consistently executed four to five purchases per 30-day period, a rhythm that has held even as peers have stepped back.<\/p>\n

The gap in holdings has widened accordingly. Strategy has added 90,000 BTC<\/span> to its balance sheet so far this year. All other treasury companies combined have added a net 4,000 BTC<\/span> over the same period. Their collective share of total treasury-company holdings fell from 26% in November 2025 to 24% today.<\/p>\n

Strategy now holds approximately 76% of all bitcoin<\/span> held by publicly listed treasury companies, according to Cryptoquant. The company\u2019s total holdings stand at 762,099 BTC<\/span>.<\/p>\n

The next two largest holders are not close. According to bitcointreasuries.net<\/a>, Twenty One Capital\u2014ticker XXI\u2014holds 43,514 BTC<\/span>, placing it second globally and ahead of MARA Holdings, which recently sold<\/a> 15,133 BTC<\/span> to retire $957 million in zero-coupon convertible notes. MARA now holds 38,689 BTC<\/span>.<\/p>\n

Metaplanet Inc., the Japan-based firm trading under MPJPY, holds 35,102 BTC<\/span> and sits fourth. Bitcoin<\/span> Standard Treasury Company holds 30,021 BTC<\/span> in fifth place, per bitcointreasuries.net data.<\/p>\n

Cryptoquant notes that XXI and Metaplanet<\/a> together account for just 4.3% and 3.5% of total treasury-company BTC<\/span> holdings, respectively. The rest of the sector divides a shrinking slice.<\/p>\n

The pattern points to a bitcoin<\/span> treasury sector that has consolidated around a single dominant buyer. Strategy continues to grow its position at scale. The companies that followed its model in 2025 have, for now, stopped following its pace.<\/p>\n

Whether that reflects balance sheet constraints, shifting capital priorities, or broader caution about bitcoin<\/span> at current prices is not specified in the Cryptoquant data. What the numbers show is straightforward: one company is buying, and the rest are waiting.<\/p>\n

FAQ \ud83d\udd0e<\/h2>\n