#比特币机构配置与囤积 Strategy has increased its Bitcoin holdings by over 10,000 coins for two consecutive weeks, totaling 21,269 coins. This pace is worth paying attention to.

Let's look at some data details: the unit price rose from $90,615 between December 1-7 to the latest $92,098, with an average price increase of about $1,500, indicating that they are actively adding to their position during the price rise rather than waiting for a pullback. More importantly, this was done in an environment deeply immersed in FUD, which is a clear signal of institutional counter-operation.

The holding size of 671,268 coins and a total cost of $50.33 billion imply a per-coin cost of approximately $74,972. The current price is already above the cost basis with a profit, but the pace of accumulation has not slowed, which usually suggests two possibilities: either a higher expectation for mid-term prices or strategic allocation at a larger scale.

From an on-chain perspective, continuous accumulation by large institutions often indicates that supply in the market bottom area is being absorbed. Short-term noise in public opinion may cause volatility, but such holding behavior itself is a strong directional signal. Going forward, it is necessary to monitor whether other major institutions follow suit and whether this wave of accumulation can drive a new round of capital inflows in January.