CryptoQuant.com(@cryptoquant_com):Public companies now hold 1.3M BTC, up 31% in 14 months. Sounds like the treasury trade is booming. It isn't. 71% of that growth came from one company: Strategy. The rest of the sector is buying less, selling more, and barely adding new names. A thread 🧵

CryptoQuant.com

@cryptoquant_com

Leading On-chain Data/Analytics Provider 💡 Insights: 🔔 Alerts:

参加 June 2019

33 フォロー中 290.8K ファン

CryptoQuant.com@cryptoquant_com

2026.10.28 16:07

Public companies now hold 1.3M BTC, up 31% in 14 months. Sounds like the treasury trade is booming. It isn't. 71% of that growth came from one company: Strategy. The rest of the sector is buying less, selling more, and barely adding new names. A thread 🧵