Bitcoin treasuries buy just 5.9K BTC in three months as paper losses linger

Bitcoin treasuries buy just 5.9K BTC in three months as paper losses linger

Özet: Kripto piyasasında önemli gelişmeler yaşanıyor.

Bitcoin (BTC) is no longer a target for corporate treasuries as current buyers sit on unrealized losses, new research shows.

Key points: Onchain analytics platform Glassnode reveals that in 2026, listed companies bought around 5,900 BTC — less than 7% of their purchases in July 2025 alone.

During that month, companies bought 89,000 BTC, even as BTC/USD traded above $100,000.

Glassnode notes that for extant corporate treasuries, profitability remains conspicuously lacking.

“Their average entry, the Corporate Treasury Cost Basis, sits at $80.5K, about 6% above spot, so the group as a whole is under water,” it commented in the latest edition of its regular newsletter, The Week Onchain.

Data shows that 2026 has only seen two attempts to reclaim that cost basis, both of which were ultimately unsuccessful as price failed to hold above it.

“A buyer that has stopped buying and holds a paper loss is not support,” it continued.

Source: Glassnode Business intelligence company Strategy, which holds the world’s largest Bitcoin treasury, made its most recent BTC purchase at the end of August, adding 4,603 BTC in its first acquisition in two months.

The cost basis of its 845,050 BTC holdings is currently $75,412.

Analiz: Piyasa hareketliliği devam ediyor.