Only this beat
What moved the split
Not a crypto newswire. Notes that change the retail / treasury / fund picture, with the original link.
2026-08-15 · treasury
Strategy prints 840,447 BTC on its own dashboard
The company’s public metrics page is the primary source for the largest corporate stack. That is the number this site uses — not a third-party scrape.
Source →2026-08-10 · treasury
Strategy 8-K: a 1,690 BTC reduction in the ledger week
The bitcoin ledger lists an 8-K for the week of 10 August 2026 showing a 1,690 BTC decline. Corporate treasuries can shrink. The chart should be allowed to go down.
Source →2026-07-30 · treasury
Strategy skips a third week of buying
Holdings were reported unchanged at 843,775 BTC around 30 July while the company raised cash against a weak coin. Treasury policy is not a one-way bid.
Source →2026-06-09 · funds
Spot ETF complex held through a 50% drawdown
Reporting on FBTC and the ~$100B ETF complex: redemptions were milder than the coin. Funds and households are not the same animal in a drawdown.
Source →2026-04-27 · split
IBIT still the fund to beat, Strategy still larger
A April recap put IBIT near 802,823 BTC while Strategy had just printed 818,334. Two different kinds of institution, two different claims on the same coin.
Source →2026-04-25 · split
Institutions + ETFs + governments still a minority of supply
Even after adding ETFs and sovereigns, most bitcoin is still outside those wallets — if you believe the residual, and if you believe the lost-coin haircut.
Source →