Crypto news

12.08.2026
05:20

Strategy returns to Bitcoin accumulation: the company's head revealed a massive imbalance in favor of purchases.

Strategy 2025

The digital asset market is receiving a clear signal from one of the largest institutional holders of bitcoin. Phong Le, CEO of Strategy, confirmed in a Fox Business interview that the company will resume active purchases of the first cryptocurrency before the end of this year. This statement removes the uncertainty that had been hanging over investors after a temporary pause in reserve accumulation.

The key figure that caught my attention is the colossal imbalance between purchases and sales. Since January, Strategy has acquired 175,000 BTC while selling only about 7,000 coins. Thus, the volume of purchases exceeds sales by roughly 25 times. This is not just "portfolio management"—it is a demonstration of strategic confidence in bitcoin's long-term value as a reserve asset.

It is worth noting that even with such aggressive accumulation, the company has not completely abandoned partial profit-taking. However, the scale of sales is so insignificant that it can be viewed more as a technical step to cover operating expenses or tax obligations rather than a signal of a trend reversal.

What does this mean for the market?

To me, it is obvious that such actions by Strategy continue to play the role of an anchor for the institutional adoption of bitcoin. When a company with this market capitalization and influence increases its holdings at a 25-to-1 ratio relative to sales, it creates a powerful psychological backdrop for other major players. The liquidity that Strategy removes from the market reduces available supply, which could support the price in the medium term.

My professional assessment: resuming purchases before the end of the year is not just a corporate decision but a macroeconomic signal. Amid instability in fiat systems and growing interest in inflation hedging, such actions confirm bitcoin's status as "digital gold." Investors should closely monitor Strategy's wallets: each new block of purchases will strengthen the bullish scenario in the market.