#比特币机构配置与囤积 Strategy has been aggressively accumulating Bitcoin for the second consecutive week, with another 10,645 coins this week, totaling 21,269 coins over two weeks. The total holdings have already surpassed 670,000 coins. Judging by this pace, institutional accumulation enthusiasm is indeed high.

Interestingly, they continue to add positions around the $92,000 level, while their average cost is only $74,972. By diluting their average cost, they are also voting with real money—this is the confidence behind institutional strength.

From a follow-trading perspective, the holding logic of such large institutions is worth observing. They are not afraid of short-term fluctuations; their core focus is on long-term allocation value. Aligning with your risk preference, if you are an aggressive follower, you can moderately follow during periods of continuous institutional accumulation; conservative traders can treat this as a highly reliable reference signal and gradually deploy.

But don’t follow blindly. Institutions have sufficient capital tolerance for errors, while retail investors need to precisely control their position sizes and stop-loss points. Watching how they operate is not wrong, but how to follow varies from person to person. The data from these two weeks is just a signal; the subsequent trend is the only standard to test the truth.