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Dec 26, 2025 – Jan 1, 2026
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Treasury activity this week
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5,212 BTC |
$109.3M
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-7,813 ETH |
$0.00
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-158,750 SOL |
-$19.8M
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| Combined this week |
$89.5M
· 5 entities
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| Last week: -$71.6M · 2 entities |
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| Market |
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BTC |
$65.6K+6.4% 7d |
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F&G 23 · Extreme Fear |
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ETH |
$1.8K+8.7% 7d |
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F&G 50 · Neutral |
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SOL |
$74+13.3% 7d |
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F&G 53 · Neutral |
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The big picture
The Week
Strategy (MSTR) acquired 1,229 BTC ($109.0M) on December 29th, the week's largest discrete purchase. Year-end filings show a broader reshuffling across the three-token cohort: Metaplanet disclosed a major BTC position via Japanese regulatory filing (amount not priced), Coinbase disclosed 151,175 ETH in total holdings (up 35,475 ETH since last disclosure), and Phoenix Group (PHX) exited its SOL position entirely, reducing by 158,750 SOL ($19.8M) while also trimming 300 BTC. Net weekly activity across BTC, ETH, and SOL totaled $89.5M in USD value, driven by accumulation in bitcoin and ethereum against meaningful SOL liquidation.
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Filings
Recent Purchases
~ Estimated value — the filing disclosed how many coins changed hands but no dollar figure, so we value it at the market price.
See filings as they land →
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Worth reading
Notable Filings
Strategy's December 29th acquisition of 1,229 BTC at $88,568 per coin follows a pattern of consistent treasury deployment. Metaplanet's Japanese securities filing disclosed 4,279 BTC acquired on December 30th—the single largest token-native purchase of the week, though dollar pricing was not disclosed in the regulatory notice. Coinbase's period-end balance disclosure reveals 151,175 ETH in holdings, representing $105.2M in value gain since its last disclosure; the company continues its ethereum accumulation cadence. Phoenix Group's Q4 and FY2025 results filing marked a strategic pivot: the UAE-based firm liquidated its entire 158,750 SOL position ($19.8M) and reduced BTC by 300 BTC, signaling a retreat from digital-asset treasury growth.
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Period-end balances
Disclosed This Week
These companies revealed their total balance-sheet position in a filing this week. The change shown is cumulative since each company's last disclosure — a multi-quarter figure, not a purchase made this week.
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Leaderboard
Top Five
The largest tracked holders overall — companies, funds, and governments — ranked by total position, not by this week's activity.
Full leaderboard →
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The breakdown
This Week by Asset
| Asset |
This week's activity |
Net USD · share |
 BTC
4 entities
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$109.3M
84.7%
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 ETH
2 entities
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$0.00
0.0%
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 SOL
1 entity
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-$19.8M
15.3%
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SOL treasury activity inverted this week. Phoenix Group's full exit of 158,750 SOL creates the cohort's first material sell event since tracker inception, suggesting either portfolio rebalancing or strategic reassessment. Against this, BTC buying remained steady—five companies moved this week—while ETH saw one new disclosure (Coinbase) and one holder rebalance (Forum Markets cut 7,815 ETH). The divergence reflects bitcoin's dominance in corporate treasuries even as ETH and SOL holders reassess positioning.
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You're reading Treasuries Weekly
— a briefing on corporate BTC, ETH, and SOL balance-sheet adoption from CorpStacking.
Editorial is not investment advice. Data sourced from SEC EDGAR, CoinGecko, and primary corporate filings.
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© 2026 J & M Sorce Holdings, LLC, d/b/a CorpStacking.
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